MWM
SBUX icon

Modern Wealth Management’s Starbucks SBUX Stock Holding History

Modern 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 		$1.72M Buy
16,819
+2,417
+17% +$243K 0.02% 411
2026
Q1 		$1.3M Buy
14,402
+2,042
+17% +$193K 0.02% 371
2025
Q4 		$1.04M Buy
12,360
+994
+9% +$83.9K 0.02% 399
2025
Q3 		$962K Buy
11,366
+95
+0.8% +$8.5K 0.02% 395
2025
Q2 		$1.03M Buy
11,271
+1,411
+14% +$122K 0.03% 365
2025
Q1 		$967K Buy
9,860
+2,110
+27% +$218K 0.03% 307
2024
Q4 		$707K Buy
7,750
+1,876
+32% +$181K 0.03% 307
2024
Q3 		$573K Buy
5,874
+496
+9% +$42.6K 0.04% 237
2024
Q2 		$419K Buy
5,378
+433
+9% +$35.3K 0.03% 252
2024
Q1 		$452K Buy
+4,945
New +$460K 0.04% 180

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 $3.38T AUM 44.17% 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

Modern Wealth Management's SBUX Position: Q2 2026 in Review

Modern Wealth Management increased its Starbucks (SBUX) stake by 17% in Q2 2026, buying an estimated $243K and bringing the position to 16,819 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #411.

Modern Wealth Management first reported a position in SBUX in Q1 2024 and has held it in 10 quarters since. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Modern Wealth Management held 16,819 shares of Starbucks worth $1.72M as of Q2 2026.
  • Modern Wealth Management bought 2,417 Starbucks shares in Q2 2026, an estimated $243K.
  • Starbucks made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #411 holding.
  • Modern Wealth Management first reported a position in Starbucks in Q1 2024 and has held it in 10 quarters since.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.