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Jeppson Wealth Management’s Starbucks SBUX Stock Holding History

Jeppson 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 		$591K Sell
5,783
-61
-1% -$6.14K 0.17% 119
2026
Q1 		$524K Sell
5,844
-513
-8% -$48.5K 0.16% 118
2025
Q4 		$535K Sell
6,357
-138
-2% -$11.6K 0.17% 115
2025
Q3 		$549K Buy
6,495
+140
+2% +$12.5K 0.18% 114
2025
Q2 		$582K Sell
6,355
-217
-3% -$18.8K 0.2% 109
2025
Q1 		$645K Sell
6,572
-140
-2% -$14.5K 0.24% 99
2024
Q4 		$612K Sell
6,712
-18
-0.3% -$1.74K 0.22% 100
2024
Q3 		$656K Sell
6,730
-617
-8% -$52.9K 0.24% 97
2024
Q2 		$572K Buy
7,347
+956
+15% +$77.9K 0.22% 104
2024
Q1 		$584K Buy
6,391
+754
+13% +$70.1K 0.23% 104
2023
Q4 		$541K Sell
5,637
-265
-4% -$25.8K 0.22% 102
2023
Q3 		$539K Hold
5,902
– – 0.25% 99
2023
Q2 		$585K Sell
5,902
-525
-8% -$54.5K 0.25% 95
2023
Q1 		$669K Sell
6,427
-359
-5% -$37.4K 0.29% 87
2022
Q4 		$673K Sell
6,786
-261
-4% -$24.6K 0.28% 81
2022
Q3 		$594K Sell
7,047
-510
-7% -$43.3K 0.27% 86
2022
Q2 		$577K Buy
7,557
+2,147
+40% +$165K 0.25% 91
2022
Q1 		$492K Buy
5,410
+584
+12% +$55.1K 0.23% 99
2021
Q4 		$564K Sell
4,826
-30
-0.6% -$3.38K 0.27% 83
2021
Q3 		$535K Buy
4,856
+200
+4% +$23.4K 0.28% 80
2021
Q2 		$520K Sell
4,656
-10
-0.2% -$1.13K 0.28% 79
2021
Q1 		$509K Sell
4,666
-65
-1% -$6.83K 0.3% 74
2020
Q4 		$506K Sell
4,731
-245
-5% -$23.4K 0.34% 72
2020
Q3 		$428K Buy
+4,976
New +$397K 0.34% 74

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

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

Jeppson Wealth Management reduced its Starbucks (SBUX) stake by 1% in Q2 2026, selling an estimated $6.14K and leaving 5,783 shares worth $591K. The position accounts for 0.17% of the portfolio, ranked #119.

Jeppson Wealth Management first reported a position in SBUX in Q3 2020 and has held it in 24 quarters since. The position peaked at $673K in Q4 2022. 2,397 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Jeppson Wealth Management held 5,783 shares of Starbucks worth $591K as of Q2 2026.
  • Jeppson Wealth Management sold 61 Starbucks shares in Q2 2026, an estimated $6.14K.
  • Starbucks made up 0.17% of Jeppson Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Jeppson Wealth Management first reported a position in Starbucks in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Starbucks position peaked at $673K in Q4 2022.
  • 2,397 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.