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Quotient Wealth Partners’s Starbucks SBUX Stock Holding History

Quotient 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 		$840K Sell
8,223
-438
-5% -$44.1K 0.02% 146
2026
Q1 		$776K Sell
8,661
-116
-1% -$11K 0.02% 142
2025
Q4 		$739K Buy
8,777
+126
+1% +$10.6K 0.02% 148
2025
Q3 		$732K Sell
8,651
-1,571
-15% -$141K 0.02% 144
2025
Q2 		$937K Buy
10,222
+9
+0.1% +$780 0.03% 121
2025
Q1 		$1M Buy
10,213
+1,134
+12% +$117K 0.03% 108
2024
Q4 		$828K Sell
9,079
-1,282
-12% -$124K 0.03% 121
2024
Q3 		$1.01M Sell
10,361
-4,061
-28% -$348K 0.03% 109
2024
Q2 		$1.12M Sell
14,422
-16,238
-53% -$1.32M 0.04% 97
2024
Q1 		$2.8M Sell
30,660
-15,481
-34% -$1.44M 0.1% 62
2023
Q4 		$4.43M Buy
+46,141
New +$4.49M 0.17% 59

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

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

Quotient Wealth Partners reduced its Starbucks (SBUX) stake by 5.1% in Q2 2026, selling an estimated $44.1K and leaving 8,223 shares worth $840K. The position accounts for 0.02% of the portfolio, ranked #146.

Quotient Wealth Partners first reported a position in SBUX in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.43M in Q4 2023. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Quotient Wealth Partners held 8,223 shares of Starbucks worth $840K as of Q2 2026.
  • Quotient Wealth Partners sold 438 Starbucks shares in Q2 2026, an estimated $44.1K.
  • Starbucks made up 0.02% of Quotient Wealth Partners's portfolio in Q2 2026, its #146 holding.
  • Quotient Wealth Partners first reported a position in Starbucks in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's Starbucks position peaked at $4.43M in Q4 2023.
  • 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.