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Elevatus Welath Management’s Starbucks SBUX Stock Holding History

Elevatus Welath 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 		$273K Sell
2,669
-385
-13% -$38.8K 0.07% 190
2026
Q1 		$274K Buy
3,054
+62
+2% +$5.87K 0.14% 110
2025
Q4 		$252K Buy
+2,992
New +$252K 0.07% 132

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

Elevatus Welath Management's SBUX Position: Q2 2026 in Review

Elevatus Welath Management reduced its Starbucks (SBUX) stake by 13% in Q2 2026, selling an estimated $38.8K and leaving 2,669 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #190.

Elevatus Welath Management first reported a position in SBUX in Q4 2025 and has held it in 3 quarters since. The position peaked at $274K in Q1 2026. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Elevatus Welath Management held 2,669 shares of Starbucks worth $273K as of Q2 2026.
  • Elevatus Welath Management sold 385 Starbucks shares in Q2 2026, an estimated $38.8K.
  • Starbucks made up 0.07% of Elevatus Welath Management's portfolio in Q2 2026, its #190 holding.
  • Elevatus Welath Management first reported a position in Starbucks in Q4 2025 and has held it in 3 quarters since.
  • Elevatus Welath Management's Starbucks position peaked at $274K in Q1 2026.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.