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Park Square Financial Group’s Starbucks SBUX Stock Holding History

Park Square Financial Group’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 		– Sell
-1
Closed -$90 – 249
2026
Q1 		$90 Hold
1
– – ﹤0.01% 243
2025
Q4 		$91 Hold
1
– – ﹤0.01% 237
2025
Q3 		$85 Sell
1
-2,287
-100% -$205K ﹤0.01% 253
2025
Q2 		$210K Hold
2,288
– – 0.15% 101
2025
Q1 		$224K Buy
2,288
+5
+0.2% +$517 0.18% 78
2024
Q4 		$208K Buy
+2,283
New +$221K 0.14% 86

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

Park Square Financial Group's SBUX Position: Q2 2026 in Review

Park Square Financial Group sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 1 share — an estimated $90 sold.

Park Square Financial Group first reported a position in SBUX in Q4 2024 and held it in 6 quarters. The position peaked at $224K in Q1 2025. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Park Square Financial Group reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
  • Park Square Financial Group sold 1 Starbucks share in Q2 2026, an estimated $90.
  • Park Square Financial Group first reported a position in Starbucks in Q4 2024 and held it in 6 quarters.
  • Park Square Financial Group's Starbucks position peaked at $224K in Q1 2025.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.