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Precision Wealth Strategies’s Starbucks SBUX Stock Holding History

Precision Wealth Strategies’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 		$324K Sell
3,175
-242
-7% -$24.4K 0.1% 153
2026
Q1 		$306K Sell
3,417
-1,251
-27% -$118K 0.1% 146
2025
Q4 		$393K Sell
4,668
-985
-17% -$83.1K 0.13% 139
2025
Q3 		$478K Sell
5,653
-225
-4% -$20.1K 0.16% 133
2025
Q2 		$539K Buy
+5,878
New +$509K 0.17% 102

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

Precision Wealth Strategies's SBUX Position: Q2 2026 in Review

Precision Wealth Strategies reduced its Starbucks (SBUX) stake by 7.1% in Q2 2026, selling an estimated $24.4K and leaving 3,175 shares worth $324K. The position accounts for 0.1% of the portfolio, ranked #153.

Precision Wealth Strategies first reported a position in SBUX in Q2 2025 and has held it in 5 quarters since. The position peaked at $539K in Q2 2025. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Precision Wealth Strategies held 3,175 shares of Starbucks worth $324K as of Q2 2026.
  • Precision Wealth Strategies sold 242 Starbucks shares in Q2 2026, an estimated $24.4K.
  • Starbucks made up 0.1% of Precision Wealth Strategies's portfolio in Q2 2026, its #153 holding.
  • Precision Wealth Strategies first reported a position in Starbucks in Q2 2025 and has held it in 5 quarters since.
  • Precision Wealth Strategies's Starbucks position peaked at $539K in Q2 2025.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.