Omnia Family Wealth’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $227K | Buy |
+2,217
| New | +$223K | 0.06% | 88 |
|
|
2026
Q1 | – | Sell |
-2,901
| Closed | -$244K | – | 106 |
|
|
2025
Q4 | $244K | Buy |
2,901
+45
| +2% | +$3.8K | 0.07% | 87 |
|
|
2025
Q3 | $242K | Buy |
2,856
+204
| +8% | +$18.3K | 0.08% | 86 |
|
|
2025
Q2 | $243K | Sell |
2,652
-199
| -7% | -$17.2K | 0.09% | 81 |
|
|
2025
Q1 | $280K | Buy |
2,851
+537
| +23% | +$55.5K | 0.12% | 68 |
|
|
2024
Q4 | $211K | Sell |
2,314
-169
| -7% | -$16.4K | 0.09% | 74 |
|
|
2024
Q3 | $242K | Buy |
+2,483
| New | +$213K | 0.1% | 71 |
|
|
2024
Q2 | – | Sell |
-2,414
| Closed | -$221K | – | 83 |
|
|
2024
Q1 | $221K | Buy |
2,414
+215
| +10% | +$20K | 0.1% | 69 |
|
|
2023
Q4 | $211K | Hold |
2,199
| – | – | 0.11% | 62 |
|
|
2023
Q3 | $201K | Hold |
2,199
| – | – | 0.12% | 65 |
|
|
2023
Q2 | $218K | Hold |
2,199
| – | – | 0.15% | 62 |
|
|
2023
Q1 | $229K | Hold |
2,199
| – | – | 0.18% | 58 |
|
|
2022
Q4 | $218K | Buy |
+2,199
| New | +$208K | 0.18% | 63 |
|
|
2022
Q1 | – | Sell |
-2,039
| Closed | -$239K | – | 75 |
|
|
2021
Q4 | $239K | Hold |
2,039
| – | – | 0.15% | 64 |
|
|
2021
Q3 | $225K | Sell |
2,039
-43
| -2% | -$5.04K | 0.15% | 63 |
|
|
2021
Q2 | $233K | Hold |
2,082
| – | – | 0.15% | 61 |
|
|
2021
Q1 | $228K | Buy |
2,082
+70
| +3% | +$7.35K | 0.17% | 61 |
|
|
2020
Q4 | $215K | Buy |
+2,012
| New | +$192K | 0.2% | 67 |
|
|
2020
Q2 | – | Sell |
-3,443
| Closed | -$226K | – | 75 |
|
|
2020
Q1 | $226K | Sell |
3,443
-16
| -0.5% | -$1.29K | 0.24% | 64 |
|
|
2019
Q4 | $304K | Buy |
+3,459
| New | +$295K | 0.14% | 72 |
|
|
2019
Q2 | – | Sell |
-1,202
| Closed | -$89K | – | 441 |
|
|
2019
Q1 | $89K | Buy |
1,202
+1,000
| +495% | +$68.7K | 0.04% | 133 |
|
|
2018
Q4 | $13K | Buy |
202
+52
| +35% | +$3.25K | 0.01% | 233 |
|
|
2018
Q3 | $9K | Sell |
150
-76
| -34% | -$4.02K | ﹤0.01% | 272 |
|
|
2018
Q2 | $11K | Hold |
226
| – | – | 0.01% | 243 |
|
|
2018
Q1 | $13K | Sell |
226
-211
| -48% | -$12.2K | 0.01% | 239 |
|
|
2017
Q4 | $25K | Buy |
437
+361
| +475% | +$20.4K | 0.01% | 215 |
|
|
2017
Q3 | $4K | Sell |
76
-233
| -75% | -$12.9K | ﹤0.01% | 369 |
|
|
2017
Q2 | $18K | Buy |
309
+1
| +0.3% | +$60 | 0.01% | 224 |
|
|
2017
Q1 | $18K | Buy |
308
+33
| +12% | +$1.87K | 0.01% | 218 |
|
|
2016
Q4 | $15K | Buy |
+275
| New | +$15.2K | 0.01% | 240 |
|
Other funds holding SBUX
SL
SLAM
Omnia Family Wealth's SBUX Position: Q2 2026 in Review
Omnia Family Wealth opened a new position in Starbucks (SBUX) in Q2 2026: 2,217 shares worth $227K. The stake represents 0.06% of the portfolio and ranks #88 among its holdings. This is a return to the name: Omnia Family Wealth previously reported a position in SBUX as recently as Q4 2025.
Omnia Family Wealth first reported a position in SBUX in Q4 2016 and has held it in 30 quarters since. The position peaked at $304K in Q4 2019. 996 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.
- Omnia Family Wealth held 2,217 shares of Starbucks worth $227K as of Q2 2026.
- Starbucks was a new Omnia Family Wealth position in Q2 2026.
- Starbucks made up 0.06% of Omnia Family Wealth's portfolio in Q2 2026, its #88 holding.
- Omnia Family Wealth first reported a position in Starbucks in Q4 2016 and has held it in 30 quarters since.
- Omnia Family Wealth's Starbucks position peaked at $304K in Q4 2019.
- 996 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.
Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.