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Copia Wealth Management’s Starbucks SBUX Stock Holding History

Copia 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 		$19.6K Hold
192
– – 0.01% 285
2026
Q1 		$17.2K Buy
192
+10
+5% +$946 0.01% 275
2025
Q4 		$15.3K Hold
182
– – 0.01% 287
2025
Q3 		$15.4K Buy
+182
New +$16.3K 0.01% 280

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 $3.38T AUM 44.17% 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

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

Copia Wealth Management held its Starbucks (SBUX) position steady in Q2 2026 at 192 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #285.

Copia Wealth Management first reported a position in SBUX in Q3 2025 and has held it in 4 quarters since. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Copia Wealth Management held 192 shares of Starbucks worth $19.6K as of Q2 2026.
  • Copia Wealth Management left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #285 holding.
  • Copia Wealth Management first reported a position in Starbucks in Q3 2025 and has held it in 4 quarters since.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.