Mowery & Schoenfeld Wealth Management’s Starbucks SBUX Stock Holding History

Mowery & Schoenfeld 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	$167K	Hold	1,635	–	–	0.23%	72
2026 Q1	$146K	Sell	1,635 -130	-7%	-$12.3K	0.22%	70
2025 Q4	$149K	Buy	1,765 +130	+8%	+$11K	0.22%	71
2025 Q3	$138K	Buy	1,635 +1,427	+686%	+$128K	0.24%	66
2025 Q2	$19.1K	Hold	208	–	–	0.03%	175
2025 Q1	$20.4K	Buy	208 +1	+0.5%	+$103	0.04%	207
2024 Q4	$18.9K	Buy	+207	New	+$20K	0.04%	176

Other funds holding SBUX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's SBUX Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Starbucks (SBUX) position steady in Q2 2026 at 1,635 shares worth $167K. The position accounts for 0.23% of the portfolio, ranked #72.

Mowery & Schoenfeld Wealth Management first reported a position in SBUX in Q4 2024 and has held it in 7 quarters since. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 1,635 shares of Starbucks worth $167K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Starbucks share count unchanged in Q2 2026.
Starbucks made up 0.23% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #72 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Starbucks in Q4 2024 and has held it in 7 quarters since.
2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.