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Navigoe Wealth Management’s Starbucks SBUX Stock Holding History

Navigoe 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 		$174K Buy
1,704
+1,584
+1,320% +$160K 0.09% 45
2026
Q1 		$10K Hold
120
– – 0.01% 118
2025
Q4 		$10K Hold
120
– – 0.01% 151
2025
Q3 		$10K Hold
120
– – 0.01% 149
2025
Q2 		$10K Hold
120
– – 0.01% 115
2025
Q1 		$11K Hold
120
– – 0.01% 111
2024
Q4 		$10K Buy
+120
New +$11.6K 0.01% 112

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

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

Navigoe Wealth Management increased its Starbucks (SBUX) stake by 1,320% in Q2 2026, buying an estimated $160K and bringing the position to 1,704 shares worth $174K. The position accounts for 0.09% of the portfolio, ranked #45.

Navigoe 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.

  • Navigoe Wealth Management held 1,704 shares of Starbucks worth $174K as of Q2 2026.
  • Navigoe Wealth Management bought 1,584 Starbucks shares in Q2 2026, an estimated $160K.
  • Starbucks made up 0.09% of Navigoe Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Navigoe 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 Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.