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Paul R. Ried Financial Group’s Starbucks SBUX Stock Holding History

Paul R. Ried 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 		$2.21M Hold
21,641
– – 0.97% 17
2026
Q1 		$1.94M Buy
21,641
+185
+0.9% +$17.5K 0.9% 18
2025
Q4 		$1.81M Sell
21,456
-135
-0.6% -$11.4K 0.85% 19
2025
Q3 		$1.83M Buy
21,591
+101
+0.5% +$9.04K 0.92% 18
2025
Q2 		$1.97M Sell
21,490
-171
-0.8% -$14.8K 1.19% 17
2025
Q1 		$2.12M Hold
21,661
– – 1.48% 14
2024
Q4 		$1.98M Buy
+21,661
New +$2.1M 1.39% 14

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

Paul R. Ried Financial Group's SBUX Position: Q2 2026 in Review

Paul R. Ried Financial Group held its Starbucks (SBUX) position steady in Q2 2026 at 21,641 shares worth $2.21M. The position accounts for 0.97% of the portfolio, ranked #17.

Paul R. Ried Financial Group first reported a position in SBUX in Q4 2024 and has held it in 7 quarters since. 2,396 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Paul R. Ried Financial Group held 21,641 shares of Starbucks worth $2.21M as of Q2 2026.
  • Paul R. Ried Financial Group left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up 0.97% of Paul R. Ried Financial Group's portfolio in Q2 2026, its #17 holding.
  • Paul R. Ried Financial Group first reported a position in Starbucks in Q4 2024 and has held it in 7 quarters since.
  • 2,396 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Paul R. Ried Financial Group's 13F filing for Q2 2026, filed 7 Jul 2026.