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Platform Wealth Management’s Starbucks SBUX Stock Holding History

Platform Wealth Management’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 		$1.39M Buy
+13,563
New +$1.37M 0.51% 33
2025
Q4 		$2.3M Buy
+27,354
New +$2.31M 0.61% 30

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

Platform Wealth Management's SBUX Position: Q2 2026 in Review

Platform Wealth Management opened a new position in Starbucks (SBUX) in Q2 2026: 13,563 shares worth $1.39M. The stake represents 0.51% of the portfolio and ranks #33 among its holdings. This is a return to the name: Platform Wealth Management previously reported a position in SBUX as recently as Q4 2025.

Platform Wealth Management first reported a position in SBUX in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.3M in Q4 2025. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Platform Wealth Management held 13,563 shares of Starbucks worth $1.39M as of Q2 2026.
  • Starbucks was a new Platform Wealth Management position in Q2 2026.
  • Starbucks made up 0.51% of Platform Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Platform Wealth Management first reported a position in Starbucks in Q4 2025 and has held it in 2 quarters since.
  • Platform Wealth Management's Starbucks position peaked at $2.3M in Q4 2025.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Platform Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.