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Principia Wealth Advisory’s Starbucks SBUX Stock Holding History

Principia Wealth Advisory’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 		$9.2K Buy
90
+9
+11% +$906 ﹤0.01% 268
2026
Q1 		$7.26K Buy
81
+15
+23% +$1.42K ﹤0.01% 244
2025
Q4 		$5.56K Buy
66
+15
+29% +$1.26K ﹤0.01% 255
2025
Q3 		$4.32K Sell
51
-4
-7% -$358 ﹤0.01% 292
2025
Q2 		$5.04K Buy
55
+8
+17% +$693 ﹤0.01% 236
2025
Q1 		$4.17K Buy
47
+18
+62% +$1.86K ﹤0.01% 201
2024
Q4 		$2.65K Buy
+29
New +$2.81K ﹤0.01% 203

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

Principia Wealth Advisory's SBUX Position: Q2 2026 in Review

Principia Wealth Advisory increased its Starbucks (SBUX) stake by 11% in Q2 2026, buying an estimated $906 and bringing the position to 90 shares worth $9.2K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Principia Wealth Advisory first reported a position in SBUX in Q4 2024 and has held it in 7 quarters since. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Principia Wealth Advisory held 90 shares of Starbucks worth $9.2K as of Q2 2026.
  • Principia Wealth Advisory bought 9 Starbucks shares in Q2 2026, an estimated $906.
  • Starbucks made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #268 holding.
  • Principia Wealth Advisory first reported a position in Starbucks in Q4 2024 and has held it in 7 quarters since.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.