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Mosley Wealth Management’s Starbucks SBUX Stock Holding History

Mosley 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 		$79.6K Buy
779
+182
+30% +$18.3K 0.03% 215
2026
Q1 		$50.5K Buy
+597
New +$56.5K 0.02% 205

Other funds holding SBUX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Mosley Wealth Management increased its Starbucks (SBUX) stake by 30% in Q2 2026, buying an estimated $18.3K and bringing the position to 779 shares worth $79.6K. The position accounts for 0.03% of the portfolio, ranked #215.

Mosley Wealth Management first reported a position in SBUX in Q1 2026 and has held it in 2 quarters since. 1,550 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Mosley Wealth Management held 779 shares of Starbucks worth $79.6K as of Q2 2026.
  • Mosley Wealth Management bought 182 Starbucks shares in Q2 2026, an estimated $18.3K.
  • Starbucks made up 0.03% of Mosley Wealth Management's portfolio in Q2 2026, its #215 holding.
  • Mosley Wealth Management first reported a position in Starbucks in Q1 2026 and has held it in 2 quarters since.
  • 1,550 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.