Mascoma Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $41.5K | Hold |
406
| – | – | 0.01% | 207 |
|
|
2026
Q1 | $36.4K | Hold |
406
| – | – | 0.01% | 212 |
|
|
2025
Q4 | $34.2K | Buy |
406
+13
| +3% | +$1.1K | 0.01% | 213 |
|
|
2025
Q3 | $33.2K | Hold |
393
| – | – | 0.01% | 226 |
|
|
2025
Q2 | $36K | Hold |
393
| – | – | 0.01% | 218 |
|
|
2025
Q1 | $38.5K | Hold |
393
| – | – | 0.01% | 207 |
|
|
2024
Q4 | $35.9K | Buy |
393
+60
| +18% | +$5.8K | 0.01% | 227 |
|
|
2024
Q3 | $32.5K | Hold |
333
| – | – | 0.01% | 229 |
|
|
2024
Q2 | $25.9K | Hold |
333
| – | – | 0.01% | 247 |
|
|
2024
Q1 | $30.4K | Hold |
333
| – | – | 0.01% | 228 |
|
|
2023
Q4 | $32K | Hold |
333
| – | – | 0.01% | 226 |
|
|
2023
Q3 | $30.4K | Hold |
333
| – | – | 0.01% | 231 |
|
|
2023
Q2 | $33.5K | Sell |
333
-138
| -29% | -$14.3K | 0.01% | 218 |
|
|
2023
Q1 | $53.8K | Hold |
471
| – | – | 0.02% | 225 |
|
|
2022
Q4 | $46.7K | Hold |
471
| – | – | 0.01% | 238 |
|
|
2022
Q3 | $40K | Hold |
471
| – | – | 0.01% | 254 |
|
|
2022
Q2 | $36K | Hold |
471
| – | – | 0.01% | 285 |
|
|
2022
Q1 | $43K | Hold |
471
| – | – | 0.01% | 286 |
|
|
2021
Q4 | $55K | Hold |
471
| – | – | 0.02% | 212 |
|
|
2021
Q3 | $52K | Buy |
+471
| New | +$55.1K | 0.02% | 203 |
|
|
2021
Q2 | – | Sell |
-471
| Closed | -$51K | – | 367 |
|
|
2021
Q1 | $51K | Buy |
+471
| New | +$49.5K | 0.02% | 204 |
|
|
2019
Q3 | – | Sell |
-330
| Closed | -$28K | – | 284 |
|
|
2019
Q2 | $28K | Hold |
330
| – | – | 0.02% | 206 |
|
|
2019
Q1 | $25K | Sell |
330
-80
| -20% | -$5.5K | 0.02% | 209 |
|
|
2018
Q4 | $26K | Hold |
410
| – | – | 0.02% | 193 |
|
|
2018
Q3 | $23K | Hold |
410
| – | – | 0.02% | 224 |
|
|
2018
Q2 | $20K | Hold |
410
| – | – | 0.01% | 221 |
|
|
2018
Q1 | $24K | Hold |
410
| – | – | 0.02% | 207 |
|
|
2017
Q4 | $23K | Buy |
410
+80
| +24% | +$4.53K | 0.01% | 205 |
|
|
2017
Q3 | $18K | Hold |
330
| – | – | 0.01% | 241 |
|
|
2017
Q2 | $19K | Sell |
330
-400
| -55% | -$24.2K | 0.01% | 242 |
|
|
2017
Q1 | $43K | Hold |
730
| – | – | 0.03% | 152 |
|
|
2016
Q4 | $41K | Buy |
+730
| New | +$40.4K | 0.03% | 155 |
|
Other funds holding SBUX
Mascoma Wealth Management's SBUX Position: Q2 2026 in Review
Mascoma Wealth Management held its Starbucks (SBUX) position steady in Q2 2026 at 406 shares worth $41.5K. The position accounts for 0.01% of the portfolio, ranked #207.
Mascoma Wealth Management first reported a position in SBUX in Q4 2016 and has held it in 32 quarters since. The position peaked at $55K in Q4 2021. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.
- Mascoma Wealth Management held 406 shares of Starbucks worth $41.5K as of Q2 2026.
- Mascoma Wealth Management left its Starbucks share count unchanged in Q2 2026.
- Starbucks made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #207 holding.
- Mascoma Wealth Management first reported a position in Starbucks in Q4 2016 and has held it in 32 quarters since.
- Mascoma Wealth Management's Starbucks position peaked at $55K in Q4 2021.
- 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.