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FSM Wealth Advisors’s Starbucks SBUX Stock Holding History

FSM Wealth Advisors’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 		$286K Buy
2,799
+167
+6% +$16.8K 0.03% 266
2026
Q1 		$236K Buy
2,632
+174
+7% +$16.5K 0.03% 285
2025
Q4 		$207K Buy
+2,458
New +$207K 0.03% 298
2025
Q1 		– Sell
-4,663
Closed -$440K – 218
2024
Q4 		$440K Buy
4,663
+137
+3% +$13.3K 0.11% 106
2024
Q3 		$441K Buy
4,526
+273
+6% +$23.4K 0.12% 101
2024
Q2 		$331K Sell
4,253
-67
-2% -$5.46K 0.11% 107
2024
Q1 		$395K Buy
4,320
+528
+14% +$49.1K 0.14% 100
2023
Q4 		$364K Sell
3,792
-172
-4% -$16.7K 0.15% 101
2023
Q3 		$362K Sell
3,964
-3
-0.1% -$294 0.18% 96
2023
Q2 		$397K Sell
3,967
-76
-2% -$7.89K 0.2% 97
2023
Q1 		$421K Buy
4,043
+417
+12% +$43.4K 0.24% 89
2022
Q4 		$360K Buy
3,626
+99
+3% +$9.34K 0.26% 87
2022
Q3 		$297K Buy
3,527
+228
+7% +$19.4K 0.25% 100
2022
Q2 		$283K Buy
+3,299
New +$253K 0.28% 87

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

FSM Wealth Advisors's SBUX Position: Q2 2026 in Review

FSM Wealth Advisors increased its Starbucks (SBUX) stake by 6.3% in Q2 2026, buying an estimated $16.8K and bringing the position to 2,799 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #266.

FSM Wealth Advisors first reported a position in SBUX in Q2 2022 and has held it in 14 quarters since. The position peaked at $441K in Q3 2024. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • FSM Wealth Advisors held 2,799 shares of Starbucks worth $286K as of Q2 2026.
  • FSM Wealth Advisors bought 167 Starbucks shares in Q2 2026, an estimated $16.8K.
  • Starbucks made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #266 holding.
  • FSM Wealth Advisors first reported a position in Starbucks in Q2 2022 and has held it in 14 quarters since.
  • FSM Wealth Advisors's Starbucks position peaked at $441K in Q3 2024.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.