H&H Retirement Design & Management’s Starbucks SBUX Stock Holding History

H&H Retirement Design & 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	–	Sell	-6,477	Closed	-$686K	–	117
2026 Q1	$686K	Buy	6,477 +3,076	+90%	+$291K	0.32%	51
2025 Q4	$312K	Sell	3,401 -2,710	-44%	-$229K	0.16%	67
2025 Q3	$517K	Buy	6,111 +14	+0.2%	+$1.25K	0.27%	54
2025 Q2	$565K	Sell	6,097 -33	-0.5%	-$2.86K	0.31%	49
2025 Q1	$495K	Buy	6,130 +8	+0.1%	+$827	0.33%	48
2024 Q4	$684K	Sell	6,122 -720	-11%	-$69.7K	0.42%	45
2024 Q3	$650K	Sell	6,842 -255	-4%	-$21.9K	0.38%	49
2024 Q2	$543K	Buy	7,097 +2,124	+43%	+$173K	0.34%	54
2024 Q1	$439K	Buy	+4,973	New	+$463K	0.29%	54

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

H&H Retirement Design & Management's SBUX Position: Q2 2026 in Review

H&H Retirement Design & Management sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 6,477 shares — an estimated $686K sold.

H&H Retirement Design & Management first reported a position in SBUX in Q1 2024 and held it in 9 quarters. The position peaked at $686K in Q1 2026. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

H&H Retirement Design & Management reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
H&H Retirement Design & Management sold 6,477 Starbucks shares in Q2 2026, an estimated $686K.
H&H Retirement Design & Management first reported a position in Starbucks in Q1 2024 and held it in 9 quarters.
H&H Retirement Design & Management's Starbucks position peaked at $686K in Q1 2026.
2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.