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Jamison Private Wealth Management’s Starbucks SBUX Stock Holding History

Jamison Private 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 		$1.82M Buy
17,779
+894
+5% +$90K 0.18% 95
2026
Q1 		$1.51M Buy
16,885
+2,123
+14% +$201K 0.18% 101
2025
Q4 		$1.24M Buy
14,762
+3,424
+30% +$289K 0.15% 112
2025
Q3 		$959K Sell
11,338
-447
-4% -$40K 0.12% 116
2025
Q2 		$1.08M Buy
11,785
+1,630
+16% +$141K 0.16% 100
2025
Q1 		$996K Sell
10,155
-146
-1% -$15.1K 0.15% 107
2024
Q4 		$940K Buy
10,301
+485
+5% +$46.9K 0.14% 112
2024
Q3 		$957K Buy
9,816
+1,354
+16% +$116K 0.15% 106
2024
Q2 		$659K Buy
8,462
+59
+0.7% +$4.8K 0.11% 112
2024
Q1 		$768K Buy
8,403
+114
+1% +$10.6K 0.13% 109
2023
Q4 		$796K Sell
8,289
-387
-4% -$37.7K 0.15% 103
2023
Q3 		$792K Buy
+8,676
New +$852K 0.16% 102

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

Jamison Private Wealth Management's SBUX Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Starbucks (SBUX) stake by 5.3% in Q2 2026, buying an estimated $90K and bringing the position to 17,779 shares worth $1.82M. The position accounts for 0.18% of the portfolio, ranked #95.

Jamison Private Wealth Management first reported a position in SBUX in Q3 2023 and has held it in 12 quarters since. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Jamison Private Wealth Management held 17,779 shares of Starbucks worth $1.82M as of Q2 2026.
  • Jamison Private Wealth Management bought 894 Starbucks shares in Q2 2026, an estimated $90K.
  • Starbucks made up 0.18% of Jamison Private Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Jamison Private Wealth Management first reported a position in Starbucks in Q3 2023 and has held it in 12 quarters since.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.