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Personal CFO Solutions’s Starbucks SBUX Stock Holding History

Personal CFO Solutions’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 		$937K Sell
9,172
-3,148
-26% -$317K 0.14% 133
2026
Q1 		$1.1M Sell
12,320
-564
-4% -$53.4K 0.16% 115
2025
Q4 		$1.08M Buy
12,884
+269
+2% +$22.7K 0.17% 113
2025
Q3 		$1.07M Sell
12,615
-321
-2% -$28.7K 0.19% 107
2025
Q2 		$1.19M Buy
12,936
+3,682
+40% +$319K 0.22% 88
2025
Q1 		$908K Buy
9,254
+5,151
+126% +$532K 0.18% 112
2024
Q4 		$374K Sell
4,103
-17
-0.4% -$1.65K 0.07% 257
2024
Q3 		$402K Sell
4,120
-1,400
-25% -$120K 0.06% 318
2024
Q2 		$430K Sell
5,520
-1,017
-16% -$82.8K 0.07% 284
2024
Q1 		$597K Sell
6,537
-30
-0.5% -$2.79K 0.09% 210
2023
Q4 		$631K Buy
6,567
+537
+9% +$52.3K 0.11% 188
2023
Q3 		$550K Buy
6,030
+1,468
+32% +$144K 0.11% 179
2023
Q2 		$452K Buy
4,562
+244
+6% +$25.3K 0.09% 222
2023
Q1 		$450K Buy
4,318
+440
+11% +$45.8K 0.09% 212
2022
Q4 		$385K Sell
3,878
-1,482
-28% -$140K 0.08% 232
2022
Q3 		$452K Buy
5,360
+521
+11% +$44.3K 0.11% 168
2022
Q2 		$370K Buy
4,839
+396
+9% +$30.4K 0.09% 216
2022
Q1 		$404K Sell
4,443
-6,853
-61% -$647K 0.08% 241
2021
Q4 		$1.32M Sell
11,296
-381
-3% -$43K 0.25% 77
2021
Q3 		$1.29M Sell
11,677
-1,401
-11% -$164K 0.26% 78
2021
Q2 		$1.46M Sell
13,078
-813
-6% -$91.9K 0.3% 65
2021
Q1 		$1.52M Buy
13,891
+283
+2% +$29.7K 0.33% 61
2020
Q4 		$1.46M Buy
13,608
+1,300
+11% +$124K 0.36% 59
2020
Q3 		$1M Buy
12,308
+195
+2% +$15.6K 0.33% 116
2020
Q2 		$891K Buy
12,113
+3,805
+46% +$286K 0.26% 82
2020
Q1 		$546K Buy
8,308
+1,218
+17% +$98.5K 0.2% 110
2019
Q4 		$622K Sell
7,090
-6,643
-48% -$566K 0.18% 118
2019
Q3 		$1.22M Buy
+13,733
New +$1.27M 0.48% 46

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

Personal CFO Solutions's SBUX Position: Q2 2026 in Review

Personal CFO Solutions reduced its Starbucks (SBUX) stake by 26% in Q2 2026, selling an estimated $317K and leaving 9,172 shares worth $937K. The position accounts for 0.14% of the portfolio, ranked #133.

Personal CFO Solutions first reported a position in SBUX in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.52M in Q1 2021. 2,389 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Personal CFO Solutions held 9,172 shares of Starbucks worth $937K as of Q2 2026.
  • Personal CFO Solutions sold 3,148 Starbucks shares in Q2 2026, an estimated $317K.
  • Starbucks made up 0.14% of Personal CFO Solutions's portfolio in Q2 2026, its #133 holding.
  • Personal CFO Solutions first reported a position in Starbucks in Q3 2019 and has held it in 28 quarters since.
  • Personal CFO Solutions's Starbucks position peaked at $1.52M in Q1 2021.
  • 2,389 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.