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High Point Wealth Management’s Starbucks SBUX Stock Holding History

High Point 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 		$70.3K Hold
688
– – 0.06% 124
2026
Q1 		$61.7K Hold
688
– – 0.06% 122
2025
Q4 		$58K Buy
+688
New +$58K 0.05% 132

Other funds holding SBUX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

High Point Wealth Management's SBUX Position: Q2 2026 in Review

High Point Wealth Management held its Starbucks (SBUX) position steady in Q2 2026 at 688 shares worth $70.3K. The position accounts for 0.06% of the portfolio, ranked #124.

High Point Wealth Management first reported a position in SBUX in Q4 2025 and has held it in 3 quarters since. 1,550 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • High Point Wealth Management held 688 shares of Starbucks worth $70.3K as of Q2 2026.
  • High Point Wealth Management left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up 0.06% of High Point Wealth Management's portfolio in Q2 2026, its #124 holding.
  • High Point Wealth Management first reported a position in Starbucks in Q4 2025 and has held it in 3 quarters since.
  • 1,550 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.