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HB Wealth Management’s Starbucks SBUX Stock Holding History

HB 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 		$4.43M Sell
43,367
-635
-1% -$63.9K 0.02% 298
2026
Q1 		$3.94M Buy
44,002
+4,426
+11% +$419K 0.03% 295
2025
Q4 		$3.33M Sell
39,576
-3,369
-8% -$284K 0.02% 322
2025
Q3 		$3.63M Buy
42,945
+7,625
+22% +$683K 0.02% 296
2025
Q2 		$3.24M Sell
35,320
-11,260
-24% -$976K 0.03% 285
2025
Q1 		$4.57M Buy
46,580
+8,499
+22% +$879K 0.04% 247
2024
Q4 		$3.47M Sell
38,081
-349
-0.9% -$33.8K 0.04% 205
2024
Q3 		$3.75M Buy
38,430
+5,707
+17% +$490K 0.04% 188
2024
Q2 		$2.55M Sell
32,723
-415
-1% -$33.8K 0.03% 232
2024
Q1 		$3.03M Buy
33,138
+2,051
+7% +$191K 0.04% 192
2023
Q4 		$2.98M Buy
31,087
+3,999
+15% +$389K 0.04% 179
2023
Q3 		$2.47M Sell
27,088
-262
-1% -$25.7K 0.04% 181
2023
Q2 		$2.71M Sell
27,350
-2,337
-8% -$243K 0.04% 171
2023
Q1 		$3.09M Sell
29,687
-708
-2% -$73.7K 0.05% 157
2022
Q4 		$3.02M Buy
30,395
+7,733
+34% +$730K 0.05% 156
2022
Q3 		$1.91M Sell
22,662
-367
-2% -$31.2K 0.04% 181
2022
Q2 		$1.76M Sell
23,029
-291
-1% -$22.3K 0.04% 185
2022
Q1 		$2.12M Buy
23,320
+2,924
+14% +$276K 0.04% 173
2021
Q4 		$2.39M Buy
+20,396
New +$2.3M 0.05% 146

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

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

HB Wealth Management reduced its Starbucks (SBUX) stake by 1.4% in Q2 2026, selling an estimated $63.9K and leaving 43,367 shares worth $4.43M. The position accounts for 0.02% of the portfolio, ranked #298.

HB Wealth Management first reported a position in SBUX in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.57M in Q1 2025. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • HB Wealth Management held 43,367 shares of Starbucks worth $4.43M as of Q2 2026.
  • HB Wealth Management sold 635 Starbucks shares in Q2 2026, an estimated $63.9K.
  • Starbucks made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #298 holding.
  • HB Wealth Management first reported a position in Starbucks in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Starbucks position peaked at $4.57M in Q1 2025.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.