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Horizon Wealth Management’s Starbucks SBUX Stock Holding History

Horizon 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 		$258K Buy
2,526
+13
+0.5% +$1.31K 0.03% 131
2026
Q1 		$225K Buy
2,513
+14
+0.6% +$1.32K 0.03% 124
2025
Q4 		$210K Sell
2,499
-224
-8% -$18.9K 0.03% 124
2025
Q3 		$230K Buy
2,723
+151
+6% +$13.5K 0.03% 114
2025
Q2 		$236K Sell
2,572
-27
-1% -$2.34K 0.04% 95
2025
Q1 		$255K Buy
2,599
+53
+2% +$5.48K 0.04% 85
2024
Q4 		$232K Buy
2,546
+12
+0.5% +$1.16K 0.04% 82
2024
Q3 		$247K Buy
+2,534
New +$217K 0.05% 72
2024
Q2 		– Sell
-2,629
Closed -$240K – 91
2024
Q1 		$240K Buy
2,629
+87
+3% +$8.09K 0.06% 66
2023
Q4 		$244K Buy
2,542
+159
+7% +$15.5K 0.07% 66
2023
Q3 		$217K Buy
2,383
+11
+0.5% +$1.08K 0.09% 68
2023
Q2 		$235K Buy
2,372
+9
+0.4% +$934 0.09% 65
2023
Q1 		$246K Buy
2,363
+11
+0.5% +$1.15K 0.18% 60
2022
Q4 		$233K Sell
2,352
-1,107
-32% -$104K 0.19% 58
2022
Q3 		$291K Buy
3,459
+324
+10% +$27.5K 0.21% 46
2022
Q2 		$239K Buy
3,135
+612
+24% +$47K 0.1% 91
2022
Q1 		$230K Buy
2,523
+30
+1% +$2.83K 0.07% 100
2021
Q4 		$292K Buy
+2,493
New +$281K 0.09% 89

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

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

Horizon Wealth Management increased its Starbucks (SBUX) stake by 0.52% in Q2 2026, buying an estimated $1.31K and bringing the position to 2,526 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #131.

Horizon Wealth Management first reported a position in SBUX in Q4 2021 and has held it in 18 quarters since. The position peaked at $292K in Q4 2021. 2,393 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Horizon Wealth Management held 2,526 shares of Starbucks worth $258K as of Q2 2026.
  • Horizon Wealth Management bought 13 Starbucks shares in Q2 2026, an estimated $1.31K.
  • Starbucks made up 0.03% of Horizon Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Horizon Wealth Management first reported a position in Starbucks in Q4 2021 and has held it in 18 quarters since.
  • Horizon Wealth Management's Starbucks position peaked at $292K in Q4 2021.
  • 2,393 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.