Measured Wealth Private Client Group’s Starbucks SBUX Stock Holding History

Measured Wealth Private Client Group’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	$41.1K	Hold	402	–	–	0.01%	355
2026 Q1	$36K	Hold	402	–	–	0.01%	343
2025 Q4	$33.9K	Sell	402 -81	-17%	-$6.83K	0.01%	366
2025 Q3	$40.9K	Buy	+483	New	+$43.2K	0.01%	328
2022 Q2	–	Sell	-2,261	Closed	-$206K	–	200
2022 Q1	$206K	Sell	2,261 -73	-3%	-$6.89K	0.08%	167
2021 Q4	$273K	Hold	2,334	–	–	0.1%	130
2021 Q3	$257K	Hold	2,334	–	–	0.1%	133
2021 Q2	$261K	Sell	2,334 -29	-1%	-$3.28K	0.08%	151
2021 Q1	$258K	Hold	2,363	–	–	0.09%	132
2020 Q4	$253K	Sell	2,363 -537	-19%	-$51.3K	0.11%	116
2020 Q3	$249K	Sell	2,900 -66	-2%	-$5.26K	0.12%	104
2020 Q2	$218K	Buy	+2,966	New	+$223K	0.13%	104
2019 Q3	–	Sell	-4,038	Closed	-$339K	–	190
2019 Q2	$339K	Sell	4,038 -1,319	-25%	-$103K	0.2%	112
2019 Q1	$398K	Buy	+5,357	New	+$368K	0.25%	86
2018 Q4	–	Sell	-4,934	Closed	-$279K	–	576
2018 Q3	$279K	Buy	+4,934	New	+$261K	0.17%	117

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

Measured Wealth Private Client Group's SBUX Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Starbucks (SBUX) position steady in Q2 2026 at 402 shares worth $41.1K. The position accounts for 0.01% of the portfolio, ranked #355.

Measured Wealth Private Client Group first reported a position in SBUX in Q3 2018 and has held it in 15 quarters since. The position peaked at $398K in Q1 2019. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Measured Wealth Private Client Group held 402 shares of Starbucks worth $41.1K as of Q2 2026.
Measured Wealth Private Client Group left its Starbucks share count unchanged in Q2 2026.
Starbucks made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #355 holding.
Measured Wealth Private Client Group first reported a position in Starbucks in Q3 2018 and has held it in 15 quarters since.
Measured Wealth Private Client Group's Starbucks position peaked at $398K in Q1 2019.
2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.