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Portside Wealth Group’s Starbucks SBUX Stock Holding History

Portside Wealth 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 		$3.51M Sell
34,391
-1,670
-5% -$168K 0.41% 59
2026
Q1 		$3.23M Sell
36,061
-7,702
-18% -$729K 0.44% 48
2025
Q4 		$3.69M Sell
43,763
-5,063
-10% -$427K 0.5% 45
2025
Q3 		$4.13M Sell
48,826
-2,004
-4% -$179K 0.57% 40
2025
Q2 		$4.66M Buy
50,830
+14,609
+40% +$1.27M 0.69% 33
2025
Q1 		$3.55M Buy
36,221
+21,197
+141% +$2.19M 0.58% 50
2024
Q4 		$1.37M Buy
15,024
+989
+7% +$95.7K 0.23% 98
2024
Q3 		$1.37M Buy
14,035
+958
+7% +$82.2K 0.23% 100
2024
Q2 		$1.02M Buy
13,077
+215
+2% +$17.5K 0.19% 121
2024
Q1 		$1.18M Sell
12,862
-234
-2% -$21.8K 0.22% 115
2023
Q4 		$1.26M Sell
13,096
-561
-4% -$54.6K 0.23% 104
2023
Q3 		$1.24M Buy
13,657
+770
+6% +$75.6K 0.23% 104
2023
Q2 		$1.28M Buy
+12,887
New +$1.34M 0.24% 101

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

Portside Wealth Group's SBUX Position: Q2 2026 in Review

Portside Wealth Group reduced its Starbucks (SBUX) stake by 4.6% in Q2 2026, selling an estimated $168K and leaving 34,391 shares worth $3.51M. The position accounts for 0.41% of the portfolio, ranked #59.

Portside Wealth Group first reported a position in SBUX in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.66M in Q2 2025. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Portside Wealth Group held 34,391 shares of Starbucks worth $3.51M as of Q2 2026.
  • Portside Wealth Group sold 1,670 Starbucks shares in Q2 2026, an estimated $168K.
  • Starbucks made up 0.41% of Portside Wealth Group's portfolio in Q2 2026, its #59 holding.
  • Portside Wealth Group first reported a position in Starbucks in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's Starbucks position peaked at $4.66M in Q2 2025.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.