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Consultiva Wealth Management’s Starbucks SBUX Stock Holding History

Consultiva 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 		$37.7K Sell
369
-25
-6% -$2.52K 0.09% 130
2026
Q1 		$35.3K Hold
394
– – 0.1% 112
2025
Q4 		$33.2K Sell
394
-50
-11% -$4.22K 0.09% 115
2025
Q3 		$37.6K Hold
444
– – 0.11% 107
2025
Q2 		$40.7K Hold
444
– – 0.13% 100
2025
Q1 		$43.5K Hold
444
– – 0.15% 97
2024
Q4 		$40.5K Buy
+444
New +$43K 0.2% 63

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

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

Consultiva Wealth Management reduced its Starbucks (SBUX) stake by 6.3% in Q2 2026, selling an estimated $2.52K and leaving 369 shares worth $37.7K. The position accounts for 0.09% of the portfolio, ranked #130.

Consultiva Wealth Management first reported a position in SBUX in Q4 2024 and has held it in 7 quarters since. The position peaked at $43.5K in Q1 2025. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Consultiva Wealth Management held 369 shares of Starbucks worth $37.7K as of Q2 2026.
  • Consultiva Wealth Management sold 25 Starbucks shares in Q2 2026, an estimated $2.52K.
  • Starbucks made up 0.09% of Consultiva Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Consultiva Wealth Management first reported a position in Starbucks in Q4 2024 and has held it in 7 quarters since.
  • Consultiva Wealth Management's Starbucks position peaked at $43.5K in Q1 2025.
  • 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.