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Perfromance Wealth Partners’s Starbucks SBUX Stock Holding History

Perfromance 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 		$538K Buy
5,260
+249
+5% +$25.1K 0.01% 133
2026
Q1 		$449K Buy
5,011
+247
+5% +$23.4K 0.01% 130
2025
Q4 		$401K Buy
4,764
+551
+13% +$46.5K 0.01% 146
2025
Q3 		$356K Buy
4,213
+30
+0.7% +$2.69K 0.01% 155
2025
Q2 		$383K Sell
4,183
-324
-7% -$28.1K 0.01% 135
2025
Q1 		$442K Buy
4,507
+156
+4% +$16.1K 0.02% 102
2024
Q4 		$397K Sell
4,351
-49
-1% -$4.74K 0.01% 117
2024
Q3 		$429K Buy
+4,400
New +$377K 0.01% 115
2024
Q1 		– Sell
-64,359
Closed -$6.18M – 181
2023
Q4 		$6.18M Sell
64,359
-12,145
-16% -$1.18M 0.27% 28
2023
Q3 		$6.98M Sell
76,504
-4,553
-6% -$447K 0.34% 29
2023
Q2 		$7.98M Sell
81,057
-4,875
-6% -$506K 0.37% 23
2023
Q1 		$8.95M Sell
85,932
-1,234
-1% -$128K 0.46% 22
2022
Q4 		$8.65M Sell
87,166
-2,819
-3% -$266K 0.52% 22
2022
Q3 		$7.58M Sell
89,985
-37
-0% -$3.14K 0.44% 22
2022
Q2 		$6.88M Sell
90,022
-3,350
-4% -$257K 0.39% 28
2022
Q1 		$8.49M Sell
93,372
-131
-0.1% -$12.4K 0.37% 28
2021
Q4 		$10.9M Buy
+93,503
New +$10.5M 0.44% 28

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

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

Perfromance Wealth Partners increased its Starbucks (SBUX) stake by 5% in Q2 2026, buying an estimated $25.1K and bringing the position to 5,260 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #133.

Perfromance Wealth Partners first reported a position in SBUX in Q4 2021 and has held it in 17 quarters since. The position peaked at $10.9M in Q4 2021. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Perfromance Wealth Partners held 5,260 shares of Starbucks worth $538K as of Q2 2026.
  • Perfromance Wealth Partners bought 249 Starbucks shares in Q2 2026, an estimated $25.1K.
  • Starbucks made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #133 holding.
  • Perfromance Wealth Partners first reported a position in Starbucks in Q4 2021 and has held it in 17 quarters since.
  • Perfromance Wealth Partners's Starbucks position peaked at $10.9M in Q4 2021.
  • 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.