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Dogwood Wealth Management’s Starbucks SBUX Stock Holding History

Dogwood 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 		$18K Sell
176
-7
-4% -$705 0.01% 263
2026
Q1 		$16.4K Buy
183
+75
+69% +$7.09K 0.01% 271
2025
Q4 		$9.1K Buy
108
+63
+140% +$5.31K ﹤0.01% 309
2025
Q3 		$3.81K Sell
45
-70
-61% -$6.27K ﹤0.01% 446
2025
Q2 		$10.9K Buy
115
+85
+283% +$7.37K 0.01% 256
2025
Q1 		$2.94K Buy
+30
New +$3.1K ﹤0.01% 296
2024
Q3 		– Hold
0
– – – 232
2024
Q2 		– Sell
-303
Closed -$24.7K – 283
2024
Q1 		$27.7K Buy
303
+1
+0.3% +$93 0.02% 142
2023
Q4 		$29K Buy
+302
New +$29.4K 0.02% 135

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

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

Dogwood Wealth Management reduced its Starbucks (SBUX) stake by 3.8% in Q2 2026, selling an estimated $705 and leaving 176 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #263.

Dogwood Wealth Management first reported a position in SBUX in Q4 2023 and has held it in 8 quarters since. The position peaked at $29K in Q4 2023. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Dogwood Wealth Management held 176 shares of Starbucks worth $18K as of Q2 2026.
  • Dogwood Wealth Management sold 7 Starbucks shares in Q2 2026, an estimated $705.
  • Starbucks made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #263 holding.
  • Dogwood Wealth Management first reported a position in Starbucks in Q4 2023 and has held it in 8 quarters since.
  • Dogwood Wealth Management's Starbucks position peaked at $29K in Q4 2023.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.