JWM
SBUX icon

JPL Wealth Management’s Starbucks SBUX Stock Holding History

JPL 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 		$39K Buy
381
+22
+6% +$2.22K 0.01% 299
2026
Q1 		$32.1K Buy
+359
New +$34K 0.01% 316
2025
Q4 		– Sell
-319
Closed -$27K – 933
2025
Q3 		$27K Buy
+319
New +$28.6K 0.01% 344

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 $3.38T AUM 44.17% 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

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

JPL Wealth Management increased its Starbucks (SBUX) stake by 6.1% in Q2 2026, buying an estimated $2.22K and bringing the position to 381 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #299.

JPL Wealth Management first reported a position in SBUX in Q3 2025 and has held it in 3 quarters since. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • JPL Wealth Management held 381 shares of Starbucks worth $39K as of Q2 2026.
  • JPL Wealth Management bought 22 Starbucks shares in Q2 2026, an estimated $2.22K.
  • Starbucks made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #299 holding.
  • JPL Wealth Management first reported a position in Starbucks in Q3 2025 and has held it in 3 quarters since.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.