HFO
SBUX icon

Heritage Family Offices’s Starbucks SBUX Stock Holding History

Heritage Family Offices’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 		$662K Sell
6,474
-942
-13% -$94.9K 0.26% 84
2026
Q1 		$664K Buy
+7,416
New +$702K 0.29% 78

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

Heritage Family Offices's SBUX Position: Q2 2026 in Review

Heritage Family Offices reduced its Starbucks (SBUX) stake by 13% in Q2 2026, selling an estimated $94.9K and leaving 6,474 shares worth $662K. The position accounts for 0.26% of the portfolio, ranked #84.

Heritage Family Offices first reported a position in SBUX in Q1 2026 and has held it in 2 quarters since. The position peaked at $664K in Q1 2026. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Heritage Family Offices held 6,474 shares of Starbucks worth $662K as of Q2 2026.
  • Heritage Family Offices sold 942 Starbucks shares in Q2 2026, an estimated $94.9K.
  • Starbucks made up 0.26% of Heritage Family Offices's portfolio in Q2 2026, its #84 holding.
  • Heritage Family Offices first reported a position in Starbucks in Q1 2026 and has held it in 2 quarters since.
  • Heritage Family Offices's Starbucks position peaked at $664K in Q1 2026.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.