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Mosaic Family Wealth Partners’s Starbucks SBUX Stock Holding History

Mosaic Family Wealth Partners’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 		$2.72M Buy
26,645
+19,844
+292% +$2M 0.18% 89
2026
Q1 		$609K Buy
6,801
+3,791
+126% +$359K 0.06% 159
2025
Q4 		$253K Sell
3,010
-12
-0.4% -$1.01K 0.03% 208
2025
Q3 		$259K Buy
3,022
+341
+13% +$30.5K 0.03% 198
2025
Q2 		$246K Sell
2,681
-247
-8% -$21.4K 0.03% 200
2025
Q1 		$287K Buy
2,928
+110
+4% +$11.4K 0.04% 178
2024
Q4 		$257K Sell
2,818
-227
-7% -$22K 0.04% 178
2024
Q3 		$297K Buy
+3,045
New +$261K 0.04% 167
2024
Q2 		– Sell
-2,625
Closed -$240K – 206
2024
Q1 		$240K Buy
2,625
+298
+13% +$27.7K 0.04% 185
2023
Q4 		$223K Sell
2,327
-186
-7% -$18.1K 0.04% 178
2023
Q3 		$229K Buy
2,513
+6
+0.2% +$589 0.05% 166
2023
Q2 		$248K Buy
2,507
+1
+0% +$104 0.05% 161
2023
Q1 		$261K Sell
2,506
-6
-0.2% -$624 0.05% 151
2022
Q4 		$249K Buy
+2,512
New +$237K 0.07% 155

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

Mosaic Family Wealth Partners's SBUX Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Starbucks (SBUX) stake by 292% in Q2 2026, buying an estimated $2M and bringing the position to 26,645 shares worth $2.72M. The position accounts for 0.18% of the portfolio, ranked #89.

Mosaic Family Wealth Partners first reported a position in SBUX in Q4 2022 and has held it in 14 quarters since. 2,405 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Mosaic Family Wealth Partners held 26,645 shares of Starbucks worth $2.72M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 19,844 Starbucks shares in Q2 2026, an estimated $2M.
  • Starbucks made up 0.18% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #89 holding.
  • Mosaic Family Wealth Partners first reported a position in Starbucks in Q4 2022 and has held it in 14 quarters since.
  • 2,405 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.