MF
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Midwestern Financial’s Starbucks SBUX Stock Holding History

Midwestern Financial’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 		$706K Sell
6,906
-2,378
-26% -$239K 0.49% 36
2026
Q1 		$832K Sell
9,284
-1,464
-14% -$138K 0.65% 34
2025
Q4 		$905K Sell
10,748
-923
-8% -$77.9K 0.75% 33
2025
Q3 		$987K Buy
11,671
+81
+0.7% +$7.25K 0.85% 33
2025
Q2 		$1.06M Buy
+11,590
New +$1M 1% 30

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

Midwestern Financial's SBUX Position: Q2 2026 in Review

Midwestern Financial reduced its Starbucks (SBUX) stake by 26% in Q2 2026, selling an estimated $239K and leaving 6,906 shares worth $706K. The position accounts for 0.49% of the portfolio, ranked #36.

Midwestern Financial first reported a position in SBUX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.06M in Q2 2025. 2,396 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Midwestern Financial held 6,906 shares of Starbucks worth $706K as of Q2 2026.
  • Midwestern Financial sold 2,378 Starbucks shares in Q2 2026, an estimated $239K.
  • Starbucks made up 0.49% of Midwestern Financial's portfolio in Q2 2026, its #36 holding.
  • Midwestern Financial first reported a position in Starbucks in Q2 2025 and has held it in 5 quarters since.
  • Midwestern Financial's Starbucks position peaked at $1.06M in Q2 2025.
  • 2,396 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Midwestern Financial's 13F filing for Q2 2026, filed 13 Aug 2026.