PWMAG
SBUX icon

Pinnacle Wealth Management Advisory Group’s Starbucks SBUX Stock Holding History

Pinnacle Wealth Management Advisory 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 		$1.88M Sell
18,438
-1,222
-6% -$123K 0.11% 135
2026
Q1 		$1.76M Sell
19,660
-171
-0.9% -$16.2K 0.12% 128
2025
Q4 		$1.67M Sell
19,831
-1,750
-8% -$148K 0.11% 122
2025
Q3 		$1.83M Sell
21,581
-1,946
-8% -$174K 0.14% 109
2025
Q2 		$2.16M Sell
23,527
-1,664
-7% -$144K 0.18% 99
2025
Q1 		$2.47M Sell
25,191
-874
-3% -$90.3K 0.23% 89
2024
Q4 		$2.38M Sell
26,065
-1,344
-5% -$130K 0.22% 86
2024
Q3 		$2.67M Sell
27,409
-2,912
-10% -$250K 0.26% 81
2024
Q2 		$2.36M Sell
30,321
-10,980
-27% -$894K 0.24% 85
2024
Q1 		$3.77M Sell
41,301
-1,362
-3% -$127K 0.41% 58
2023
Q4 		$4.1M Sell
42,663
-952
-2% -$92.7K 0.48% 51
2023
Q3 		$3.98M Sell
43,615
-1,264
-3% -$124K 0.52% 49
2023
Q2 		$4.45M Sell
44,879
-3,357
-7% -$348K 0.55% 43
2023
Q1 		$5.02M Sell
48,236
-50
-0.1% -$5.2K 0.68% 37
2022
Q4 		$4.79M Buy
48,286
+1,035
+2% +$97.7K 0.72% 35
2022
Q3 		$3.98M Sell
47,251
-4,718
-9% -$401K 0.66% 40
2022
Q2 		$3.97M Sell
51,969
-4,285
-8% -$329K 0.64% 41
2022
Q1 		$5.12M Buy
56,254
+36,385
+183% +$3.43M 0.74% 32
2021
Q4 		$2.32M Buy
19,869
+8,011
+68% +$903K 0.38% 62
2021
Q3 		$1.31M Buy
11,858
+172
+1% +$20.1K 0.31% 84
2021
Q2 		$1.31M Buy
11,686
+589
+5% +$66.6K 0.31% 83
2021
Q1 		$1.21M Buy
11,097
+805
+8% +$84.5K 0.34% 74
2020
Q4 		$1.1M Buy
10,292
+476
+5% +$45.4K 0.34% 74
2020
Q3 		$843K Buy
9,816
+815
+9% +$65K 0.29% 83
2020
Q2 		$662K Buy
9,001
+5,278
+142% +$397K 0.25% 94
2020
Q1 		$245K Buy
+3,723
New +$301K 0.12% 134
2016
Q3 		– Sell
-3,512
Closed -$201K – 123
2016
Q2 		$201K Buy
+3,512
New +$200K 0.16% 112

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

Pinnacle Wealth Management Advisory Group's SBUX Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Starbucks (SBUX) stake by 6.2% in Q2 2026, selling an estimated $123K and leaving 18,438 shares worth $1.88M. The position accounts for 0.11% of the portfolio, ranked #135.

Pinnacle Wealth Management Advisory Group first reported a position in SBUX in Q2 2016 and has held it in 27 quarters since. The position peaked at $5.12M in Q1 2022. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 18,438 shares of Starbucks worth $1.88M as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 1,222 Starbucks shares in Q2 2026, an estimated $123K.
  • Starbucks made up 0.11% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #135 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Starbucks in Q2 2016 and has held it in 27 quarters since.
  • Pinnacle Wealth Management Advisory Group's Starbucks position peaked at $5.12M in Q1 2022.
  • 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.