Connecticut Wealth Management’s Starbucks SBUX Stock Holding History

Connecticut Wealth Management’s Portfolio SBUX Stock Details SBUX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$522K	Sell	5,104 -320	-6%	-$32.2K	0.02%	233
2026 Q1	$486K	Buy	5,424 +128	+2%	+$12.1K	0.02%	232
2025 Q4	$446K	Buy	5,296 +400	+8%	+$33.7K	0.02%	235
2025 Q3	$414K	Sell	4,896 -125	-2%	-$11.2K	0.02%	245
2025 Q2	$460K	Sell	5,021 -257	-5%	-$22.3K	0.02%	220
2025 Q1	$518K	Buy	5,278 +3	+0.1%	+$310	0.03%	207
2024 Q4	$481K	Buy	5,275 +165	+3%	+$16K	0.02%	189
2024 Q3	$498K	Buy	5,110 +239	+5%	+$20.5K	0.02%	218
2024 Q2	$379K	Buy	4,871 +909	+23%	+$74K	0.02%	239
2024 Q1	$362K	Sell	3,962 -86	-2%	-$8K	0.02%	250
2023 Q4	$389K	Buy	4,048 +20	+0.5%	+$1.95K	0.02%	237
2023 Q3	$368K	Buy	4,028 +394	+11%	+$38.7K	0.03%	199
2023 Q2	$360K	Buy	3,634 +34	+0.9%	+$3.53K	0.03%	182
2023 Q1	$375K	Buy	+3,600	New	+$375K	0.03%	165
2021 Q2	–	Sell	-2,874	Closed	-$314K	–	220
2021 Q1	$314K	Buy	2,874 +8	+0.3%	+$840	0.03%	127
2020 Q4	$307K	Buy	2,866 +223	+8%	+$21.3K	0.03%	151
2020 Q3	$227K	Buy	+2,643	New	+$211K	0.03%	181

Other funds holding SBUX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connecticut Wealth Management's SBUX Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Starbucks (SBUX) stake by 5.9% in Q2 2026, selling an estimated $32.2K and leaving 5,104 shares worth $522K. The position accounts for 0.02% of the portfolio, ranked #233.

Connecticut Wealth Management first reported a position in SBUX in Q3 2020 and has held it in 17 quarters since. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Connecticut Wealth Management held 5,104 shares of Starbucks worth $522K as of Q2 2026.
Connecticut Wealth Management sold 320 Starbucks shares in Q2 2026, an estimated $32.2K.
Starbucks made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #233 holding.
Connecticut Wealth Management first reported a position in Starbucks in Q3 2020 and has held it in 17 quarters since.
2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.