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Potentia Wealth’s Starbucks SBUX Stock Holding History

Potentia Wealth’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 		$421K Hold
4,124
– – 0.17% 49
2026
Q1 		$369K Sell
4,124
-426
-9% -$40.3K 0.14% 70
2025
Q4 		$383K Hold
4,550
– – 0.14% 68
2025
Q3 		$385K Hold
4,550
– – 0.15% 72
2025
Q2 		$417K Hold
4,550
– – 0.24% 51
2025
Q1 		$446K Hold
4,550
– – 0.21% 60
2024
Q4 		$415K Buy
+4,550
New +$440K 0.18% 68

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 $3.38T AUM 44.17% 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

Potentia Wealth's SBUX Position: Q2 2026 in Review

Potentia Wealth held its Starbucks (SBUX) position steady in Q2 2026 at 4,124 shares worth $421K. The position accounts for 0.17% of the portfolio, ranked #49.

Potentia Wealth first reported a position in SBUX in Q4 2024 and has held it in 7 quarters since. The position peaked at $446K in Q1 2025. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Potentia Wealth held 4,124 shares of Starbucks worth $421K as of Q2 2026.
  • Potentia Wealth left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up 0.17% of Potentia Wealth's portfolio in Q2 2026, its #49 holding.
  • Potentia Wealth first reported a position in Starbucks in Q4 2024 and has held it in 7 quarters since.
  • Potentia Wealth's Starbucks position peaked at $446K in Q1 2025.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.