Dynamic Wealth Strategies’s Starbucks SBUX Stock Holding History

Dynamic Wealth Strategies’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	$43.6K	Hold	427	–	–	0.02%	166
2026 Q1	$38.3K	Hold	427	–	–	0.02%	169
2025 Q4	$36K	Hold	427	–	–	0.02%	154
2025 Q3	$36.1K	Hold	427	–	–	0.02%	145
2025 Q2	$39.1K	Hold	427	–	–	0.03%	135
2025 Q1	$41.9K	Buy	+427	New	+$44.1K	0.03%	130
2024 Q4	–	Sell	-682	Closed	-$66K	–	197
2024 Q3	$66K	Hold	682	–	–	0.05%	116
2024 Q2	$53K	Hold	682	–	–	0.05%	121
2024 Q1	$62K	Hold	682	–	–	0.05%	115
2023 Q4	$65.5K	Buy	+682	New	+$66.4K	0.06%	111

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 $3.37T AUM 44.26% 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

Dynamic Wealth Strategies's SBUX Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Starbucks (SBUX) position steady in Q2 2026 at 427 shares worth $43.6K. The position accounts for 0.02% of the portfolio, ranked #166.

Dynamic Wealth Strategies first reported a position in SBUX in Q4 2023 and has held it in 10 quarters since. The position peaked at $66K in Q3 2024. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Dynamic Wealth Strategies held 427 shares of Starbucks worth $43.6K as of Q2 2026.
Dynamic Wealth Strategies left its Starbucks share count unchanged in Q2 2026.
Starbucks made up 0.02% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #166 holding.
Dynamic Wealth Strategies first reported a position in Starbucks in Q4 2023 and has held it in 10 quarters since.
Dynamic Wealth Strategies's Starbucks position peaked at $66K in Q3 2024.
2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.