Forza Wealth Management’s Starbucks SBUX Stock Holding History

Forza 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	$379K	Hold	3,712	–	–	0.12%	152
2026 Q1	$333K	Sell	3,712 -766	-17%	-$72.5K	0.12%	154
2025 Q4	$377K	Hold	4,478	–	–	0.14%	146
2025 Q3	$379K	Hold	4,478	–	–	0.15%	139
2025 Q2	$410K	Hold	4,478	–	–	0.17%	137
2025 Q1	$439K	Hold	4,478	–	–	0.2%	120
2024 Q4	$409K	Hold	4,478	–	–	0.19%	124
2024 Q3	$437K	Hold	4,478	–	–	0.2%	130
2024 Q2	$349K	Hold	4,478	–	–	0.18%	136
2024 Q1	$409K	Sell	4,478 -80	-2%	-$7.44K	0.21%	127
2023 Q4	$438K	Sell	4,558 -200	-4%	-$19.5K	0.24%	116
2023 Q3	$434K	Hold	4,758	–	–	0.22%	125
2023 Q2	$471K	Sell	4,758 -580	-11%	-$60.2K	0.24%	123
2023 Q1	$556K	Hold	5,338	–	–	0.29%	105
2022 Q4	$530K	Buy	+5,338	New	+$504K	0.35%	79

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

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

Forza Wealth Management held its Starbucks (SBUX) position steady in Q2 2026 at 3,712 shares worth $379K. The position accounts for 0.12% of the portfolio, ranked #152.

Forza Wealth Management first reported a position in SBUX in Q4 2022 and has held it in 15 quarters since. The position peaked at $556K in Q1 2023. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Forza Wealth Management held 3,712 shares of Starbucks worth $379K as of Q2 2026.
Forza Wealth Management left its Starbucks share count unchanged in Q2 2026.
Starbucks made up 0.12% of Forza Wealth Management's portfolio in Q2 2026, its #152 holding.
Forza Wealth Management first reported a position in Starbucks in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's Starbucks position peaked at $556K in Q1 2023.
2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.