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Gen-Wealth Partners’s Starbucks SBUX Stock Holding History

Gen-Wealth Partners’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 		$1.09M Buy
10,709
+1,028
+11% +$104K 0.3% 70
2026
Q1 		$867K Buy
9,681
+2,143
+28% +$203K 0.27% 78
2025
Q4 		$635K Buy
7,538
+2,487
+49% +$210K 0.2% 95
2025
Q3 		$427K Buy
5,051
+2,560
+103% +$229K 0.14% 169
2025
Q2 		$228K Buy
2,491
+172
+7% +$14.9K 0.09% 206
2025
Q1 		$227K Buy
2,319
+14
+0.6% +$1.45K 0.1% 194
2024
Q4 		$210K Buy
2,305
+57
+3% +$5.51K 0.09% 207
2024
Q3 		$219K Sell
2,248
-400
-15% -$34.3K 0.1% 209
2024
Q2 		$206K Buy
2,648
+920
+53% +$74.9K 0.1% 204
2024
Q1 		$158K Buy
+1,728
New +$161K 0.08% 245

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

Gen-Wealth Partners's SBUX Position: Q2 2026 in Review

Gen-Wealth Partners increased its Starbucks (SBUX) stake by 11% in Q2 2026, buying an estimated $104K and bringing the position to 10,709 shares worth $1.09M. The position accounts for 0.3% of the portfolio, ranked #70.

Gen-Wealth Partners first reported a position in SBUX in Q1 2024 and has held it in 10 quarters since. 2,398 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Gen-Wealth Partners held 10,709 shares of Starbucks worth $1.09M as of Q2 2026.
  • Gen-Wealth Partners bought 1,028 Starbucks shares in Q2 2026, an estimated $104K.
  • Starbucks made up 0.3% of Gen-Wealth Partners's portfolio in Q2 2026, its #70 holding.
  • Gen-Wealth Partners first reported a position in Starbucks in Q1 2024 and has held it in 10 quarters since.
  • 2,398 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.