Diversify Wealth Management’s Starbucks SBUX Stock Holding History

Diversify 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	$2.27M	Sell	21,865 -1,139	-5%	-$115K	0.04%	369
2026 Q1	$2.43M	Buy	23,004 +12,692	+123%	+$1.2M	0.04%	325
2025 Q4	$934K	Sell	10,312 -195	-2%	-$16.4K	0.04%	333
2025 Q3	$851K	Sell	10,507 -862	-8%	-$77.2K	0.05%	298
2025 Q2	$1.06M	Sell	11,369 -539	-5%	-$46.7K	0.07%	258
2025 Q1	$1.01M	Buy	11,908 +7,830	+192%	+$809K	0.08%	242
2024 Q4	$376K	Buy	4,078 +1,139	+39%	+$110K	0.03%	397
2024 Q3	$287K	Sell	2,939 -805	-22%	-$69.1K	0.03%	406
2024 Q2	$277K	Buy	+3,744	New	+$305K	0.03%	369

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

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

Diversify Wealth Management reduced its Starbucks (SBUX) stake by 5% in Q2 2026, selling an estimated $115K and leaving 21,865 shares worth $2.27M. The position accounts for 0.04% of the portfolio, ranked #369.

Diversify Wealth Management first reported a position in SBUX in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.43M in Q1 2026. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Diversify Wealth Management held 21,865 shares of Starbucks worth $2.27M as of Q2 2026.
Diversify Wealth Management sold 1,139 Starbucks shares in Q2 2026, an estimated $115K.
Starbucks made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #369 holding.
Diversify Wealth Management first reported a position in Starbucks in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Starbucks position peaked at $2.43M in Q1 2026.
2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.