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Peterson Wealth Services’s Starbucks SBUX Stock Holding History

Peterson Wealth Services’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 		$79.5K Buy
778
+5
+0.6% +$504 0.02% 155
2026
Q1 		$69.3K Sell
773
-29
-4% -$2.74K 0.02% 157
2025
Q4 		$67.5K Sell
802
-966
-55% -$81.5K 0.02% 149
2025
Q3 		$67.5K Buy
1,768
+975
+123% +$87.3K 0.02% 158
2025
Q2 		$72.6K Buy
793
+5
+0.6% +$433 0.02% 152
2025
Q1 		$77.3K Buy
788
+4
+0.5% +$413 0.02% 150
2024
Q4 		$71.6K Buy
784
+4
+0.5% +$387 0.02% 148
2024
Q3 		$76.1K Buy
+780
New +$66.9K 0.02% 149
2024
Q1 		– Sell
-28,154
Closed -$2.7M – 115
2023
Q4 		$2.7M Buy
28,154
+304
+1% +$29.6K 1.16% 27
2023
Q3 		$2.54M Buy
27,850
+1,047
+4% +$103K 1.9% 23
2023
Q2 		$2.65M Buy
26,803
+1,437
+6% +$149K 1.27% 23
2023
Q1 		$2.64M Sell
25,366
-1,295
-5% -$135K 1.36% 23
2022
Q4 		$2.64M Buy
26,661
+395
+2% +$37.3K 1.51% 19
2022
Q3 		$2.21M Buy
26,266
+434
+2% +$36.9K 1.57% 21
2022
Q2 		$1.97M Buy
25,832
+1,385
+6% +$106K 1.42% 27
2022
Q1 		$2.22M Buy
24,447
+2,176
+10% +$205K 1.37% 29
2021
Q4 		$2.6M Buy
+22,271
New +$2.51M 1.73% 22

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

Peterson Wealth Services's SBUX Position: Q2 2026 in Review

Peterson Wealth Services increased its Starbucks (SBUX) stake by 0.65% in Q2 2026, buying an estimated $504 and bringing the position to 778 shares worth $79.5K. The position accounts for 0.02% of the portfolio, ranked #155.

Peterson Wealth Services first reported a position in SBUX in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.7M in Q4 2023. 2,396 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Peterson Wealth Services held 778 shares of Starbucks worth $79.5K as of Q2 2026.
  • Peterson Wealth Services bought 5 Starbucks shares in Q2 2026, an estimated $504.
  • Starbucks made up 0.02% of Peterson Wealth Services's portfolio in Q2 2026, its #155 holding.
  • Peterson Wealth Services first reported a position in Starbucks in Q4 2021 and has held it in 17 quarters since.
  • Peterson Wealth Services's Starbucks position peaked at $2.7M in Q4 2023.
  • 2,396 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.