MGWM
SBUX icon

Marks Group Wealth Management’s Starbucks SBUX Stock Holding History

Marks Group 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 		$1.59M Sell
15,602
-22,824
-59% -$2.3M 0.14% 161
2026
Q1 		$3.44M Sell
38,426
-3,747
-9% -$354K 0.33% 98
2025
Q4 		$3.55M Buy
42,173
+18,691
+80% +$1.58M 0.34% 91
2025
Q3 		$1.99M Buy
23,482
+531
+2% +$47.5K 0.18% 122
2025
Q2 		$2.1M Sell
22,951
-1,545
-6% -$134K 0.2% 118
2025
Q1 		$2.4M Buy
24,496
+2
+0% +$207 0.23% 108
2024
Q4 		$2.24M Sell
24,494
-515
-2% -$49.8K 0.22% 110
2024
Q3 		$2.44M Sell
25,009
-90
-0.4% -$7.72K 0.23% 106
2024
Q2 		$1.95M Buy
25,099
+5,146
+26% +$419K 0.21% 119
2024
Q1 		$1.82M Sell
19,953
-1,253
-6% -$117K 0.19% 129
2023
Q4 		$2.04M Sell
21,206
-1,467
-6% -$143K 0.23% 124
2023
Q3 		$2.07M Sell
22,673
-996
-4% -$97.8K 0.26% 117
2023
Q2 		$2.34M Buy
23,669
+3,969
+20% +$412K 0.28% 110
2023
Q1 		$2.05M Buy
19,700
+945
+5% +$98.4K 0.26% 117
2022
Q4 		$1.86M Buy
18,755
+893
+5% +$84.3K 0.25% 117
2022
Q3 		$1.5M Buy
17,862
+5,103
+40% +$434K 0.23% 123
2022
Q2 		$975K Buy
12,759
+1,578
+14% +$121K 0.14% 161
2022
Q1 		$1.02M Buy
11,181
+666
+6% +$62.9K 0.13% 165
2021
Q4 		$1.23M Buy
10,515
+1,653
+19% +$186K 0.15% 148
2021
Q3 		$985K Buy
8,862
+2,214
+33% +$259K 0.13% 153
2021
Q2 		$741K Buy
6,648
+105
+2% +$11.9K 0.1% 158
2021
Q1 		$711K Buy
6,543
+181
+3% +$19K 0.11% 155
2020
Q4 		$681K Buy
6,362
+3,187
+100% +$304K 0.11% 156
2020
Q3 		$273K Buy
3,175
+10
+0.3% +$798 0.05% 210
2020
Q2 		$233K Buy
+3,165
New +$238K 0.05% 213
2020
Q1 		– Sell
-2,864
Closed -$252K – 242
2019
Q4 		$252K Buy
+2,864
New +$244K 0.05% 216

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

Marks Group Wealth Management's SBUX Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Starbucks (SBUX) stake by 59% in Q2 2026, selling an estimated $2.3M and leaving 15,602 shares worth $1.59M. The position accounts for 0.14% of the portfolio, ranked #161.

Marks Group Wealth Management first reported a position in SBUX in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.55M in Q4 2025. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Marks Group Wealth Management held 15,602 shares of Starbucks worth $1.59M as of Q2 2026.
  • Marks Group Wealth Management sold 22,824 Starbucks shares in Q2 2026, an estimated $2.3M.
  • Starbucks made up 0.14% of Marks Group Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Marks Group Wealth Management first reported a position in Starbucks in Q4 2019 and has held it in 26 quarters since.
  • Marks Group Wealth Management's Starbucks position peaked at $3.55M in Q4 2025.
  • 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.