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Principle Wealth Partners’s Starbucks SBUX Stock Holding History

Principle Wealth Partners’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 		$871K Sell
8,522
-722
-8% -$72.7K 0.04% 198
2026
Q1 		$828K Sell
9,244
-94
-1% -$8.89K 0.05% 186
2025
Q4 		$786K Buy
9,338
+152
+2% +$12.8K 0.04% 189
2025
Q3 		$777K Sell
9,186
-1,190
-11% -$107K 0.05% 184
2025
Q2 		$951K Sell
10,376
-485
-4% -$42K 0.06% 165
2025
Q1 		$1.07M Hold
10,861
– – 0.08% 152
2024
Q4 		$991K Sell
10,861
-201
-2% -$19.4K 0.07% 155
2024
Q3 		$1.08M Hold
11,062
– – 0.08% 153
2024
Q2 		$861K Sell
11,062
-1,690
-13% -$138K 0.07% 166
2024
Q1 		$1.17M Hold
12,752
– – 0.09% 145
2023
Q4 		$1.22M Buy
12,752
+615
+5% +$59.9K 0.11% 138
2023
Q3 		$1.11M Hold
12,137
– – 0.11% 138
2023
Q2 		$1.2M Hold
12,137
– – 0.12% 130
2023
Q1 		$1.26M Hold
12,137
– – 0.14% 120
2022
Q4 		$1.2M Hold
12,137
– – 0.14% 116
2022
Q3 		$1.02K Buy
12,137
+1,440
+13% +$122K 0.1% 117
2022
Q2 		$817K Buy
10,697
+315
+3% +$24.2K 0.1% 152
2022
Q1 		$944K Buy
10,382
+875
+9% +$82.6K 0.1% 143
2021
Q4 		$1.11M Buy
9,507
+81
+0.9% +$9.13K 0.12% 129
2021
Q3 		$1.04M Hold
9,426
– – 0.12% 124
2021
Q2 		$1.05M Sell
9,426
-220
-2% -$24.9K 0.12% 126
2021
Q1 		$1.05M Buy
9,646
+125
+1% +$13.1K 0.12% 122
2020
Q4 		$1.02M Buy
9,521
+2,680
+39% +$256K 0.13% 120
2020
Q3 		$588K Sell
6,841
-270
-4% -$21.5K 0.16% 76
2020
Q2 		$523K Hold
7,111
– – 0.15% 81
2020
Q1 		$467K Hold
7,111
– – 0.18% 85
2019
Q4 		$625K Hold
7,111
– – 0.2% 86
2019
Q3 		$629K Buy
7,111
+2,700
+61% +$250K 0.22% 81
2019
Q2 		$370K Buy
4,411
+270
+7% +$21.2K 0.19% 91
2019
Q1 		$308K Buy
+4,141
New +$285K 0.18% 96

Other funds holding SBUX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Principle Wealth Partners's SBUX Position: Q2 2026 in Review

Principle Wealth Partners reduced its Starbucks (SBUX) stake by 7.8% in Q2 2026, selling an estimated $72.7K and leaving 8,522 shares worth $871K. The position accounts for 0.04% of the portfolio, ranked #198.

Principle Wealth Partners first reported a position in SBUX in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.26M in Q1 2023. 1,649 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Principle Wealth Partners held 8,522 shares of Starbucks worth $871K as of Q2 2026.
  • Principle Wealth Partners sold 722 Starbucks shares in Q2 2026, an estimated $72.7K.
  • Starbucks made up 0.04% of Principle Wealth Partners's portfolio in Q2 2026, its #198 holding.
  • Principle Wealth Partners first reported a position in Starbucks in Q1 2019 and has held it in 30 quarters since.
  • Principle Wealth Partners's Starbucks position peaked at $1.26M in Q1 2023.
  • 1,649 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.