LWM
SBUX icon

LeConte Wealth Management’s Starbucks SBUX Stock Holding History

LeConte 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 		$247K Buy
2,421
+163
+7% +$16.4K 0.13% 126
2026
Q1 		$202K Buy
+2,258
New +$214K 0.13% 142

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

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

LeConte Wealth Management increased its Starbucks (SBUX) stake by 7.2% in Q2 2026, buying an estimated $16.4K and bringing the position to 2,421 shares worth $247K. The position accounts for 0.13% of the portfolio, ranked #126.

LeConte Wealth Management first reported a position in SBUX in Q1 2026 and has held it in 2 quarters since. 2,392 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • LeConte Wealth Management held 2,421 shares of Starbucks worth $247K as of Q2 2026.
  • LeConte Wealth Management bought 163 Starbucks shares in Q2 2026, an estimated $16.4K.
  • Starbucks made up 0.13% of LeConte Wealth Management's portfolio in Q2 2026, its #126 holding.
  • LeConte Wealth Management first reported a position in Starbucks in Q1 2026 and has held it in 2 quarters since.
  • 2,392 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on LeConte Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.