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Financial Consulate’s Starbucks SBUX Stock Holding History

Financial Consulate’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 		$63.6K Buy
622
+55
+10% +$5.54K 0.01% 306
2026
Q1 		$50.8K Buy
567
+19
+3% +$1.8K 0.01% 320
2025
Q4 		$46.1K Hold
548
– – 0.01% 332
2025
Q3 		$46.4K Buy
+548
New +$49.1K 0.01% 322

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

Financial Consulate's SBUX Position: Q2 2026 in Review

Financial Consulate increased its Starbucks (SBUX) stake by 9.7% in Q2 2026, buying an estimated $5.54K and bringing the position to 622 shares worth $63.6K. The position accounts for 0.01% of the portfolio, ranked #306.

Financial Consulate first reported a position in SBUX in Q3 2025 and has held it in 4 quarters since. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Financial Consulate held 622 shares of Starbucks worth $63.6K as of Q2 2026.
  • Financial Consulate bought 55 Starbucks shares in Q2 2026, an estimated $5.54K.
  • Starbucks made up 0.01% of Financial Consulate's portfolio in Q2 2026, its #306 holding.
  • Financial Consulate first reported a position in Starbucks in Q3 2025 and has held it in 4 quarters since.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.