LJI Wealth Management’s Starbucks SBUX Stock Holding History

LJI 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	$221K	Sell	2,162 -184	-8%	-$18.5K	0.03%	184
2026 Q1	$210K	Buy	+2,346	New	+$222K	0.03%	177
2025 Q4	–	Sell	-2,424	Closed	-$205K	–	196
2025 Q3	$205K	Sell	2,424 -750	-24%	-$67.1K	0.04%	172
2025 Q2	$291K	Hold	3,174	–	–	0.05%	145
2025 Q1	$311K	Sell	3,174 -100	-3%	-$10.3K	0.06%	132
2024 Q4	$299K	Sell	3,274 -404	-11%	-$39.1K	0.06%	135
2024 Q3	$359K	Sell	3,678 -100	-3%	-$8.58K	0.07%	137
2024 Q2	$294K	Sell	3,778 -245	-6%	-$20K	0.07%	144
2024 Q1	$368K	Buy	4,023 +150	+4%	+$14K	0.1%	104
2023 Q4	$372K	Buy	3,873 +68	+2%	+$6.62K	0.1%	113
2023 Q3	$347K	Buy	3,805 +22	+0.6%	+$2.16K	0.1%	109
2023 Q2	$375K	Hold	3,783	–	–	0.11%	96
2023 Q1	$394K	Hold	3,783	–	–	0.12%	88
2022 Q4	$375K	Buy	+3,783	New	+$357K	0.13%	81

Other funds holding SBUX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LJI Wealth Management reduced its Starbucks (SBUX) stake by 7.8% in Q2 2026, selling an estimated $18.5K and leaving 2,162 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #184.

LJI Wealth Management first reported a position in SBUX in Q4 2022 and has held it in 14 quarters since. The position peaked at $394K in Q1 2023. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

LJI Wealth Management held 2,162 shares of Starbucks worth $221K as of Q2 2026.
LJI Wealth Management sold 184 Starbucks shares in Q2 2026, an estimated $18.5K.
Starbucks made up 0.03% of LJI Wealth Management's portfolio in Q2 2026, its #184 holding.
LJI Wealth Management first reported a position in Starbucks in Q4 2022 and has held it in 14 quarters since.
LJI Wealth Management's Starbucks position peaked at $394K in Q1 2023.
2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.