ORG Wealth Partners’s Starbucks SBUX Stock Holding History

ORG Wealth Partners’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	$672K	Sell	6,575 -1,707	-21%	-$172K	0.1%	119
2026 Q1	$742K	Sell	8,282 -314	-4%	-$29.7K	0.15%	90
2025 Q4	$724K	Buy	8,596 +2,650	+45%	+$224K	0.17%	89
2025 Q3	$503K	Buy	5,946 +30	+0.5%	+$2.69K	0.11%	125
2025 Q2	$562K	Buy	5,916 +1,691	+40%	+$147K	0.13%	107
2025 Q1	$415K	Buy	4,225 +2,220	+111%	+$229K	0.13%	135
2024 Q4	$183K	Hold	2,005	–	–	0.06%	132
2024 Q3	$195K	Buy	+2,005	New	+$172K	0.07%	126

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 $3.37T AUM 44.26% 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

ORG Wealth Partners's SBUX Position: Q2 2026 in Review

ORG Wealth Partners reduced its Starbucks (SBUX) stake by 21% in Q2 2026, selling an estimated $172K and leaving 6,575 shares worth $672K. The position accounts for 0.1% of the portfolio, ranked #119.

ORG Wealth Partners first reported a position in SBUX in Q3 2024 and has held it in 8 quarters since. The position peaked at $742K in Q1 2026. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

ORG Wealth Partners held 6,575 shares of Starbucks worth $672K as of Q2 2026.
ORG Wealth Partners sold 1,707 Starbucks shares in Q2 2026, an estimated $172K.
Starbucks made up 0.1% of ORG Wealth Partners's portfolio in Q2 2026, its #119 holding.
ORG Wealth Partners first reported a position in Starbucks in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Starbucks position peaked at $742K in Q1 2026.
2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.