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NewEdge Wealth’s Starbucks SBUX Stock Holding History

NewEdge Wealth’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 		$5.95M Sell
58,258
-3,189
-5% -$321K 0.06% 215
2026
Q1 		$5.51M Buy
61,447
+3,046
+5% +$288K 0.07% 204
2025
Q4 		$4.92M Sell
58,401
-23,871
-29% -$2.01M 0.06% 237
2025
Q3 		$6.82M Buy
82,272
+3,156
+4% +$282K 0.1% 167
2025
Q2 		$7.2M Buy
79,116
+22,511
+40% +$1.95M 0.11% 152
2025
Q1 		$5.55M Buy
56,605
+4,324
+8% +$447K 0.1% 167
2024
Q4 		$4.77M Sell
52,281
-12,585
-19% -$1.22M 0.08% 194
2024
Q3 		$6.32M Sell
64,866
-448
-0.7% -$38.4K 0.11% 159
2024
Q2 		$5.08M Sell
65,314
-16,774
-20% -$1.37M 0.11% 163
2024
Q1 		$6.15M Buy
82,088
+4,336
+6% +$403K 0.14% 133
2023
Q4 		$7.46M Sell
77,752
-866
-1% -$84.3K 0.19% 117
2023
Q3 		$7.18M Sell
78,618
-9,351
-11% -$918K 0.23% 109
2023
Q2 		$8.71M Buy
87,969
+6,200
+8% +$644K 0.29% 93
2023
Q1 		$8.51M Sell
81,769
-8,993
-10% -$936K 0.32% 85
2022
Q4 		$9M Sell
90,762
-3,632
-4% -$343K 0.39% 79
2022
Q3 		$7.95M Buy
94,394
+4,025
+4% +$342K 0.38% 78
2022
Q2 		$6.9M Buy
90,369
+33,324
+58% +$2.56M 0.31% 80
2022
Q1 		$5.19M Buy
57,045
+4,439
+8% +$419K 0.23% 107
2021
Q4 		$6.15M Buy
+52,606
New +$5.93M 0.26% 96

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

NewEdge Wealth's SBUX Position: Q2 2026 in Review

NewEdge Wealth reduced its Starbucks (SBUX) stake by 5.2% in Q2 2026, selling an estimated $321K and leaving 58,258 shares worth $5.95M. The position accounts for 0.06% of the portfolio, ranked #215.

NewEdge Wealth first reported a position in SBUX in Q4 2021 and has held it in 19 quarters since. The position peaked at $9M in Q4 2022. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • NewEdge Wealth held 58,258 shares of Starbucks worth $5.95M as of Q2 2026.
  • NewEdge Wealth sold 3,189 Starbucks shares in Q2 2026, an estimated $321K.
  • Starbucks made up 0.06% of NewEdge Wealth's portfolio in Q2 2026, its #215 holding.
  • NewEdge Wealth first reported a position in Starbucks in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Wealth's Starbucks position peaked at $9M in Q4 2022.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.