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Consilium Wealth Advisory’s Starbucks SBUX Stock Holding History

Consilium Wealth Advisory’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 		$229K Sell
2,243
-66
-3% -$6.65K 0.07% 100
2026
Q1 		$207K Buy
+2,309
New +$218K 0.07% 100
2024
Q4 		– Sell
-10,361
Closed -$1.01M – 94
2024
Q3 		$1.01M Sell
10,361
-69
-0.7% -$5.92K 0.55% 37
2024
Q2 		$812K Buy
+10,430
New +$849K 0.44% 42
2022
Q1 		– Sell
-5,163
Closed -$604K – 91
2021
Q4 		$604K Buy
+5,163
New +$582K 0.39% 55

Other funds holding SBUX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Consilium Wealth Advisory's SBUX Position: Q2 2026 in Review

Consilium Wealth Advisory reduced its Starbucks (SBUX) stake by 2.9% in Q2 2026, selling an estimated $6.65K and leaving 2,243 shares worth $229K. The position accounts for 0.07% of the portfolio, ranked #100.

Consilium Wealth Advisory first reported a position in SBUX in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.01M in Q3 2024. 2,398 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Consilium Wealth Advisory held 2,243 shares of Starbucks worth $229K as of Q2 2026.
  • Consilium Wealth Advisory sold 66 Starbucks shares in Q2 2026, an estimated $6.65K.
  • Starbucks made up 0.07% of Consilium Wealth Advisory's portfolio in Q2 2026, its #100 holding.
  • Consilium Wealth Advisory first reported a position in Starbucks in Q4 2021 and has held it in 5 quarters since.
  • Consilium Wealth Advisory's Starbucks position peaked at $1.01M in Q3 2024.
  • 2,398 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.