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Curio Wealth’s Starbucks SBUX Stock Holding History

Curio Wealth’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 		– Sell
-62
Closed -$5.54K – 936
2026
Q1 		$5.54K Buy
62
+4
+7% +$378 ﹤0.01% 254
2025
Q4 		$4.94K Buy
+58
New +$4.89K ﹤0.01% 302
2025
Q3 		– Sell
-24
Closed -$2.21K – 357
2025
Q2 		$2.21K Buy
24
+23
+2,300% +$1.99K ﹤0.01% 275
2025
Q1 		$2.17K Buy
+1
New +$103 ﹤0.01% 300

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

Curio Wealth's SBUX Position: Q2 2026 in Review

Curio Wealth sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 62 shares — an estimated $5.54K sold.

Curio Wealth first reported a position in SBUX in Q1 2025 and held it in 4 quarters. The position peaked at $5.54K in Q1 2026. 2,405 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Curio Wealth reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 62 Starbucks shares in Q2 2026, an estimated $5.54K.
  • Curio Wealth first reported a position in Starbucks in Q1 2025 and held it in 4 quarters.
  • Curio Wealth's Starbucks position peaked at $5.54K in Q1 2026.
  • 2,405 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.