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GSB Wealth Management’s Starbucks SBUX Stock Holding History

GSB 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 		$407K Sell
3,985
-26
-0.6% -$2.62K 0.08% 167
2026
Q1 		$359K Buy
4,011
+57
+1% +$5.39K 0.08% 166
2025
Q4 		$333K Sell
3,954
-3,597
-48% -$303K 0.08% 174
2025
Q3 		$639K Sell
7,551
-4,772
-39% -$427K 0.14% 123
2025
Q2 		$1.13M Buy
12,323
+1,119
+10% +$97K 0.28% 96
2025
Q1 		$1.1M Buy
11,204
+58
+0.5% +$6K 0.29% 98
2024
Q4 		$1.02M Sell
11,146
-655
-6% -$63.4K 0.26% 103
2024
Q3 		$1.15M Buy
11,801
+343
+3% +$29.4K 0.29% 98
2024
Q2 		$892K Buy
11,458
+3,049
+36% +$248K 0.24% 107
2024
Q1 		$768K Buy
8,409
+4,685
+126% +$436K 0.22% 115
2023
Q4 		$358K Sell
3,724
-128
-3% -$12.5K 0.11% 154
2023
Q3 		$352K Buy
3,852
+52
+1% +$5.1K 0.12% 147
2023
Q2 		$376K Buy
3,800
+160
+4% +$16.6K 0.12% 150
2023
Q1 		$379K Buy
3,640
+16
+0.4% +$1.67K 0.12% 158
2022
Q4 		$359K Buy
3,624
+17
+0.5% +$1.6K 0.13% 154
2022
Q3 		$304K Buy
3,607
+19
+0.5% +$1.61K 0.11% 166
2022
Q2 		$274K Buy
3,588
+21
+0.6% +$1.61K 0.09% 182
2022
Q1 		$325K Buy
3,567
+17
+0.5% +$1.6K 0.09% 180
2021
Q4 		$415K Buy
+3,550
New +$400K 0.12% 166
2021
Q3 		– Sell
-3,525
Closed -$394K – 203
2021
Q2 		$394K Buy
3,525
+13
+0.4% +$1.47K 0.12% 169
2021
Q1 		$384K Buy
+3,512
New +$369K 0.13% 160

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

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

GSB Wealth Management reduced its Starbucks (SBUX) stake by 0.65% in Q2 2026, selling an estimated $2.62K and leaving 3,985 shares worth $407K. The position accounts for 0.08% of the portfolio, ranked #167.

GSB Wealth Management first reported a position in SBUX in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.15M in Q3 2024. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • GSB Wealth Management held 3,985 shares of Starbucks worth $407K as of Q2 2026.
  • GSB Wealth Management sold 26 Starbucks shares in Q2 2026, an estimated $2.62K.
  • Starbucks made up 0.08% of GSB Wealth Management's portfolio in Q2 2026, its #167 holding.
  • GSB Wealth Management first reported a position in Starbucks in Q1 2021 and has held it in 21 quarters since.
  • GSB Wealth Management's Starbucks position peaked at $1.15M in Q3 2024.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.