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Private Wealth Management Group’s Starbucks SBUX Stock Holding History

Private Wealth Management 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 		$108K Hold
1,058
– – 0.03% 160
2026
Q1 		$94.8K Sell
1,058
-11
-1% -$1.04K 0.02% 138
2025
Q4 		$90K Sell
1,069
-2
-0.2% -$169 0.02% 135
2025
Q3 		$90.6K Hold
1,071
– – 0.02% 132
2025
Q2 		$98.1K Buy
1,071
+15
+1% +$1.3K 0.03% 120
2025
Q1 		$104K Buy
1,056
+124
+13% +$12.8K 0.04% 113
2024
Q4 		$85.1K Buy
932
+5
+0.5% +$484 0.03% 124
2024
Q3 		$90.4K Buy
927
+5
+0.5% +$429 0.04% 115
2024
Q2 		$71.8K Sell
922
-274
-23% -$22.3K 0.03% 128
2024
Q1 		$109K Sell
1,196
-236
-16% -$22K 0.05% 96
2023
Q4 		$137K Buy
+1,432
New +$139K 0.07% 82

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

Private Wealth Management Group's SBUX Position: Q2 2026 in Review

Private Wealth Management Group held its Starbucks (SBUX) position steady in Q2 2026 at 1,058 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #160.

Private Wealth Management Group first reported a position in SBUX in Q4 2023 and has held it in 11 quarters since. The position peaked at $137K in Q4 2023. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Private Wealth Management Group held 1,058 shares of Starbucks worth $108K as of Q2 2026.
  • Private Wealth Management Group left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up 0.03% of Private Wealth Management Group's portfolio in Q2 2026, its #160 holding.
  • Private Wealth Management Group first reported a position in Starbucks in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Starbucks position peaked at $137K in Q4 2023.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.