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Fulcrum Asset Management’s Starbucks SBUX Stock Holding History

Fulcrum Asset 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
2025
Q2 		– Hold
0
– -$449K – 345
2025
Q1 		– Hold
0
– – – 156

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

Fulcrum Asset Management's SBUX Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in Starbucks (SBUX) in Q2 2026: 19,004 shares worth $1.98M. The stake represents 0.2% of the portfolio and ranks #134 among its holdings.

2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Fulcrum Asset Management held 19,004 shares of Starbucks worth $1.98M as of Q2 2026.
  • Starbucks was a new Fulcrum Asset Management position in Q2 2026.
  • Starbucks made up 0.2% of Fulcrum Asset Management's portfolio in Q2 2026, its #134 holding.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.