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Money Concepts Capital’s Starbucks SBUX Stock Holding History

Money Concepts Capital’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 		$3.06M Sell
29,972
-1,927
-6% -$194K 0.14% 144
2026
Q1 		$2.86M Buy
31,899
+4,130
+15% +$391K 0.16% 142
2025
Q4 		$2.34M Buy
27,769
+1,622
+6% +$137K 0.13% 150
2025
Q3 		$2.21M Buy
26,147
+49
+0.2% +$4.39K 0.14% 150
2025
Q2 		$2.39M Buy
26,098
+269
+1% +$23.3K 0.16% 134
2025
Q1 		$2.53M Sell
25,829
-23,084
-47% -$2.39M 0.19% 127
2024
Q4 		$4.46M Sell
48,913
-852
-2% -$82.4K 0.33% 64
2024
Q3 		$4.85M Sell
49,765
-6,143
-11% -$527K 0.37% 61
2024
Q2 		$4.35M Buy
55,908
+10,075
+22% +$821K 0.37% 65
2024
Q1 		$4.19M Buy
45,833
+1,083
+2% +$101K 0.39% 68
2023
Q4 		$4.3M Sell
44,750
-1,000
-2% -$97.3K 0.4% 75
2023
Q3 		$4.18M Buy
45,750
+1,813
+4% +$178K 0.44% 74
2023
Q2 		$4.35M Sell
43,937
-137,942
-76% -$14.3M 0.44% 73
2023
Q1 		$19M Sell
181,879
-4,887
-3% -$509K 1.06% 31
2022
Q4 		$18.5M Buy
186,766
+15,605
+9% +$1.47M 0.83% 34
2022
Q3 		$14.4M Buy
171,161
+122,668
+253% +$10.4M 0.85% 36
2022
Q2 		$3.84M Sell
48,493
-1,260
-3% -$96.8K 0.34% 62
2022
Q1 		$4.53M Buy
49,753
+4,660
+10% +$440K 0.26% 82
2021
Q4 		$5.27M Buy
+45,093
New +$5.08M 0.45% 52
2021
Q1 		$4.58M Buy
41,909
+1,997
+5% +$210K 0.37% 69
2020
Q4 		$4.27M Buy
+39,912
New +$3.81M 0.39% 67

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

Money Concepts Capital's SBUX Position: Q2 2026 in Review

Money Concepts Capital reduced its Starbucks (SBUX) stake by 6% in Q2 2026, selling an estimated $194K and leaving 29,972 shares worth $3.06M. The position accounts for 0.14% of the portfolio, ranked #144.

Money Concepts Capital first reported a position in SBUX in Q4 2020 and has held it in 21 quarters since. The position peaked at $19M in Q1 2023. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Money Concepts Capital held 29,972 shares of Starbucks worth $3.06M as of Q2 2026.
  • Money Concepts Capital sold 1,927 Starbucks shares in Q2 2026, an estimated $194K.
  • Starbucks made up 0.14% of Money Concepts Capital's portfolio in Q2 2026, its #144 holding.
  • Money Concepts Capital first reported a position in Starbucks in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's Starbucks position peaked at $19M in Q1 2023.
  • 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.