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Financial Gravity Companies’s Starbucks SBUX Stock Holding History

Financial Gravity Companies’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 		$2.89M Buy
+28,273
New +$2.85M 0.47% 50
2025
Q2 		$2.23M Buy
+24,360
New +$2.11M 0.44% 61
2024
Q4 		$1.84M Sell
20,192
-190
-0.9% -$18.4K 0.42% 60
2024
Q3 		$1.99M Buy
+20,382
New +$1.75M 0.53% 48
2018
Q4 		$63K Buy
+923
New +$57.8K 0.06% 270
2018
Q1 		$2K Sell
33
-8
-20% -$462 ﹤0.01% 1001
2017
Q4 		$2K Buy
+41
New +$2.32K ﹤0.01% 976

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

Financial Gravity Companies's SBUX Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Starbucks (SBUX) in Q2 2026: 28,273 shares worth $2.89M. The stake represents 0.47% of the portfolio and ranks #50 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SBUX as recently as Q2 2025.

Financial Gravity Companies first reported a position in SBUX in Q4 2017 and has held it in 7 quarters since. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Financial Gravity Companies held 28,273 shares of Starbucks worth $2.89M as of Q2 2026.
  • Starbucks was a new Financial Gravity Companies position in Q2 2026.
  • Starbucks made up 0.47% of Financial Gravity Companies's portfolio in Q2 2026, its #50 holding.
  • Financial Gravity Companies first reported a position in Starbucks in Q4 2017 and has held it in 7 quarters since.
  • 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.