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Ridgecrest Wealth Partners’s Starbucks SBUX Stock Holding History

Ridgecrest 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 		$218K Buy
+2,133
New +$215K 0.11% 102
2025
Q4 		– Sell
-14,892
Closed -$1.26M – 116
2025
Q3 		$1.26M Sell
14,892
-2,593
-15% -$232K 0.57% 36
2025
Q2 		$1.6M Sell
17,485
-6,759
-28% -$586K 0.85% 27
2025
Q1 		$2.38M Buy
24,244
+1
+0% +$103 1.25% 18
2024
Q4 		$2.21M Buy
24,243
+1
+0% +$97 1.2% 15
2024
Q3 		$2.36M Buy
24,242
+370
+2% +$31.7K 1.23% 16
2024
Q2 		$1.86M Sell
23,872
-15
-0.1% -$1.22K 1.12% 19
2024
Q1 		$2.18M Buy
23,887
+17
+0.1% +$1.58K 1.3% 18
2023
Q4 		$2.29M Sell
23,870
-286
-1% -$27.8K 1.51% 16
2023
Q3 		$2.2M Buy
24,156
+86
+0.4% +$8.44K 1.55% 16
2023
Q2 		$2.38M Hold
24,070
– – 1.58% 16
2023
Q1 		$2.51M Buy
24,070
+42
+0.2% +$4.37K 1.79% 16
2022
Q4 		$2.38M Buy
24,028
+30
+0.1% +$2.83K 1.81% 17
2022
Q3 		$2.02M Sell
23,998
-8,502
-26% -$722K 1.65% 16
2022
Q2 		$2.48M Buy
32,500
+8,785
+37% +$675K 1.81% 16
2022
Q1 		$2.16M Sell
23,715
-4
-0% -$377 1.37% 19
2021
Q4 		$2.77M Buy
23,719
+286
+1% +$32.2K 1.35% 20
2021
Q3 		$2.58M Buy
23,433
+13,188
+129% +$1.54M 1.41% 19
2021
Q2 		$1.15M Buy
10,245
+64
+0.6% +$7.24K 0.72% 38
2021
Q1 		$1.11M Buy
+10,181
New +$1.07M 1.06% 29

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

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

Ridgecrest Wealth Partners opened a new position in Starbucks (SBUX) in Q2 2026: 2,133 shares worth $218K. The stake represents 0.11% of the portfolio and ranks #102 among its holdings. This is a return to the name: Ridgecrest Wealth Partners previously reported a position in SBUX as recently as Q3 2025.

Ridgecrest Wealth Partners first reported a position in SBUX in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.77M in Q4 2021. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Ridgecrest Wealth Partners held 2,133 shares of Starbucks worth $218K as of Q2 2026.
  • Starbucks was a new Ridgecrest Wealth Partners position in Q2 2026.
  • Starbucks made up 0.11% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #102 holding.
  • Ridgecrest Wealth Partners first reported a position in Starbucks in Q1 2021 and has held it in 20 quarters since.
  • Ridgecrest Wealth Partners's Starbucks position peaked at $2.77M in Q4 2021.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.