MBM Wealth Consultants’s Starbucks SBUX Stock Holding History

MBM Wealth Consultants’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	–	Sell	-686	Closed	-$61.5K	–	312
2026 Q1	$61.5K	Buy	+686	New	+$64.9K	0.01%	143
2023 Q2	–	Sell	-1,758	Closed	-$183K	–	233
2023 Q1	$183K	Hold	1,758	–	–	0.07%	104
2022 Q4	$177K	Hold	1,758	–	–	0.08%	92
2022 Q3	$151K	Hold	1,758	–	–	0.07%	87
2022 Q2	$134K	Buy	1,758 +66	+4%	+$5.07K	0.07%	91
2022 Q1	$154K	Buy	1,692 +845	+100%	+$79.7K	0.06%	108
2021 Q4	$93K	Hold	847	–	–	0.04%	124
2021 Q3	$93K	Hold	847	–	–	0.04%	132
2021 Q2	$95K	Hold	847	–	–	0.04%	123
2021 Q1	$93K	Hold	847	–	–	0.05%	116
2020 Q4	$91K	Hold	847	–	–	0.05%	106
2020 Q3	$73K	Sell	847 -102	-11%	-$8.14K	0.05%	113
2020 Q2	$70K	Sell	949 -4,114	-81%	-$309K	0.05%	104
2020 Q1	$333K	Buy	5,063 +277	+6%	+$22.4K	0.28%	62
2019 Q4	$421K	Sell	4,786 -284	-6%	-$24.2K	0.31%	65
2019 Q3	$448K	Sell	5,070 -57	-1%	-$5.29K	0.35%	62
2019 Q2	$432K	Buy	5,127 +238	+5%	+$18.7K	0.36%	60
2019 Q1	$363K	Buy	4,889 +362	+8%	+$24.9K	0.32%	67
2018 Q4	$292K	Buy	+4,527	New	+$283K	0.28%	72

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

MBM Wealth Consultants's SBUX Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 686 shares — an estimated $61.5K sold.

MBM Wealth Consultants first reported a position in SBUX in Q4 2018 and held it in 19 quarters. The position peaked at $448K in Q3 2019. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

MBM Wealth Consultants reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 686 Starbucks shares in Q2 2026, an estimated $61.5K.
MBM Wealth Consultants first reported a position in Starbucks in Q4 2018 and held it in 19 quarters.
MBM Wealth Consultants's Starbucks position peaked at $448K in Q3 2019.
2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.