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Pension & Wealth Management Advisors’s Starbucks SBUX Stock Holding History

Pension & Wealth Management Advisors’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 		$40.9K Hold
400
– – 0.01% 345
2026
Q1 		$35.8K Hold
400
– – 0.01% 325
2025
Q4 		$33.7K Buy
400
+350
+700% +$29.5K 0.01% 349
2025
Q3 		$4.23K Buy
50
+20
+67% +$1.79K ﹤0.01% 443
2025
Q2 		$2.75K Buy
+30
New +$2.6K ﹤0.01% 416
2025
Q1 		– Sell
-404
Closed -$36.9K – 512
2024
Q4 		$36.9K Buy
404
+2
+0.5% +$193 0.01% 287
2024
Q3 		$39.2K Buy
402
+86
+27% +$7.38K 0.02% 246
2024
Q2 		$24.6K Buy
316
+2
+0.6% +$163 0.01% 249
2024
Q1 		$28.8K Buy
314
+1
+0.3% +$93 0.02% 233
2023
Q4 		$30.1K Buy
313
+265
+552% +$25.8K 0.02% 215
2023
Q3 		$4.38K Sell
48
-2,851
-98% -$280K ﹤0.01% 226
2023
Q2 		$4.75K Buy
2,899
+2,851
+5,940% +$296K ﹤0.01% 227
2023
Q1 		$5K Sell
48
-118
-71% -$12.3K ﹤0.01% 241
2022
Q4 		$16.6K Buy
+166
New +$15.7K 0.01% 200

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Pension & Wealth Management Advisors's SBUX Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Starbucks (SBUX) position steady in Q2 2026 at 400 shares worth $40.9K. The position accounts for 0.01% of the portfolio, ranked #345.

Pension & Wealth Management Advisors first reported a position in SBUX in Q4 2022 and has held it in 14 quarters since. 2,284 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Pension & Wealth Management Advisors held 400 shares of Starbucks worth $40.9K as of Q2 2026.
  • Pension & Wealth Management Advisors left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #345 holding.
  • Pension & Wealth Management Advisors first reported a position in Starbucks in Q4 2022 and has held it in 14 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.