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Intentional Wealth Strategies’s Starbucks SBUX Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-861
Closed -$77.1K – 739
2026
Q1 		$77.1K Buy
+861
New +$81.4K 0.07% 124

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

Intentional Wealth Strategies's SBUX Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 861 shares — an estimated $77.1K sold.

Intentional Wealth Strategies first reported a position in SBUX in Q1 2026 and held it in 1 quarter. The position peaked at $77.1K in Q1 2026. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 861 Starbucks shares in Q2 2026, an estimated $77.1K.
  • Intentional Wealth Strategies first reported a position in Starbucks in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Starbucks position peaked at $77.1K in Q1 2026.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.