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Liberty Wealth Management’s Starbucks SBUX Stock Holding History

Liberty 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 		$324K Hold
3,615
– – 0.04% 191
2026
Q1 		$324K Buy
3,615
+25
+0.7% +$2.37K 0.04% 191
2025
Q4 		$302K Sell
3,590
-463
-11% -$39.1K 0.04% 190
2025
Q3 		$343K Buy
4,053
+107
+3% +$9.58K 0.05% 166
2025
Q2 		$362K Sell
3,946
-134
-3% -$11.6K 0.06% 152
2025
Q1 		$400K Sell
4,080
-51
-1% -$5.27K 0.08% 102
2024
Q4 		$377K Buy
4,131
+114
+3% +$11K 0.06% 142
2024
Q3 		$392K Sell
4,017
-3,493
-47% -$300K 0.07% 137
2024
Q2 		$303K Buy
7,510
+3,042
+68% +$248K 0.06% 157
2024
Q1 		$408K Buy
4,468
+10
+0.2% +$930 0.08% 115
2023
Q4 		$428K Sell
4,458
-205
-4% -$20K 0.09% 107
2023
Q3 		$426K Sell
4,663
-191
-4% -$18.7K 0.11% 102
2023
Q2 		$481K Sell
4,854
-141
-3% -$14.6K 0.12% 95
2023
Q1 		$526K Buy
+4,995
New +$520K 0.11% 120
2022
Q3 		$453K Buy
5,377
+100
+2% +$8.49K 0.12% 93
2022
Q2 		$403K Hold
5,277
– – 0.16% 89
2022
Q1 		$480K Sell
5,277
-195
-4% -$18.4K 0.17% 82
2021
Q4 		$641K Sell
5,472
-769
-12% -$86.7K 0.03% 84
2021
Q3 		$692K Buy
6,241
+867
+16% +$102K 0.25% 63
2021
Q2 		$601K Buy
5,374
+65
+1% +$7.35K 0.23% 63
2021
Q1 		$523K Hold
5,309
– – 0.26% 59
2020
Q4 		$523K Sell
5,309
-70
-1% -$6.68K 0.26% 59
2020
Q3 		$462K Buy
5,379
+2,412
+81% +$192K 0.27% 58
2020
Q2 		$218K Sell
2,967
-112
-4% -$8.42K 0.15% 89
2020
Q1 		$202K Buy
3,079
+105
+4% +$8.49K 0.18% 87
2019
Q4 		$261K Sell
2,974
-15
-0.5% -$1.28K 0.21% 90
2019
Q3 		$264K Sell
2,989
-5,373
-64% -$498K 0.25% 78
2019
Q2 		$701K Buy
8,362
+4,764
+132% +$374K 0.61% 33
2019
Q1 		$267K Sell
3,598
-48
-1% -$3.3K 0.2% 74
2018
Q4 		$234K Buy
+3,646
New +$228K 0.17% 75

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

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

Liberty Wealth Management held its Starbucks (SBUX) position steady in Q2 2026 at 3,615 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #191.

Liberty Wealth Management first reported a position in SBUX in Q4 2018 and has held it in 30 quarters since. The position peaked at $701K in Q2 2019. 2,400 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Liberty Wealth Management held 3,615 shares of Starbucks worth $324K as of Q2 2026.
  • Liberty Wealth Management left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #191 holding.
  • Liberty Wealth Management first reported a position in Starbucks in Q4 2018 and has held it in 30 quarters since.
  • Liberty Wealth Management's Starbucks position peaked at $701K in Q2 2019.
  • 2,400 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.