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Heritage Wealth Management (Ohio)’s Starbucks SBUX Stock Holding History

Heritage Wealth Management (Ohio)’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 		$261K Buy
+2,550
New +$257K 0.07% 241
2026
Q1 		– Sell
-2,550
Closed -$215K – 232
2025
Q4 		$215K Hold
2,550
– – 0.06% 243
2025
Q3 		$216K Sell
2,550
-243
-9% -$21.8K 0.06% 229
2025
Q2 		$256K Hold
2,793
– – 0.08% 201
2025
Q1 		$274K Buy
2,793
+243
+10% +$25.1K 0.09% 194
2024
Q4 		$233K Hold
2,550
– – 0.08% 209
2024
Q3 		$249K Buy
+2,550
New +$219K 0.08% 203

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 Wealth Management (Ohio)'s SBUX Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Starbucks (SBUX) in Q2 2026: 2,550 shares worth $261K. The stake represents 0.07% of the portfolio and ranks #241 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in SBUX as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in SBUX in Q3 2024 and has held it in 7 quarters since. The position peaked at $274K in Q1 2025. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 2,550 shares of Starbucks worth $261K as of Q2 2026.
  • Starbucks was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Starbucks made up 0.07% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #241 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Starbucks in Q3 2024 and has held it in 7 quarters since.
  • Heritage Wealth Management (Ohio)'s Starbucks position peaked at $274K in Q1 2025.
  • 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.