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Ritholtz Wealth Management’s Starbucks SBUX Stock Holding History

Ritholtz Wealth Management’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 		$2.77M Buy
27,063
+2,339
+9% +$236K 0.04% 335
2026
Q1 		$2.21M Buy
24,724
+5,137
+26% +$486K 0.04% 347
2025
Q4 		$1.65M Buy
19,587
+2,436
+14% +$205K 0.03% 390
2025
Q3 		$1.45M Sell
17,151
-705
-4% -$63.1K 0.03% 413
2025
Q2 		$1.64M Buy
17,856
+404
+2% +$35K 0.04% 345
2025
Q1 		$1.71M Buy
17,452
+4,898
+39% +$506K 0.05% 278
2024
Q4 		$1.15M Sell
12,554
-866
-6% -$83.8K 0.03% 329
2024
Q3 		$1.31M Sell
13,420
-4,042
-23% -$347K 0.04% 316
2024
Q2 		$1.36M Sell
17,462
-6,603
-27% -$538K 0.04% 273
2024
Q1 		$2.2M Sell
24,065
-458
-2% -$42.6K 0.08% 180
2023
Q4 		$2.35M Buy
24,523
+1,434
+6% +$140K 0.09% 136
2023
Q3 		$2.11M Buy
23,089
+4,744
+26% +$466K 0.09% 131
2023
Q2 		$1.82M Sell
18,345
-662
-3% -$68.7K 0.08% 157
2023
Q1 		$1.98M Buy
19,007
+379
+2% +$39.4K 0.1% 133
2022
Q4 		$1.85M Sell
18,628
-13,736
-42% -$1.3M 0.1% 134
2022
Q3 		$2.73M Buy
32,364
+17,298
+115% +$1.47M 0.14% 94
2022
Q2 		$1.15M Buy
15,066
+1,970
+15% +$151K 0.07% 159
2022
Q1 		$1.19M Sell
13,096
-857
-6% -$80.9K 0.08% 151
2021
Q4 		$1.63M Buy
13,953
+539
+4% +$60.8K 0.1% 101
2021
Q3 		$1.48M Buy
13,414
+471
+4% +$55.1K 0.1% 94
2021
Q2 		$1.45M Buy
12,943
+1,348
+12% +$152K 0.1% 92
2021
Q1 		$1.27M Buy
11,595
+3,447
+42% +$362K 0.11% 92
2020
Q4 		$872K Buy
8,148
+718
+10% +$68.6K 0.08% 103
2020
Q3 		$638K Sell
7,430
-1,411
-16% -$113K 0.07% 111
2020
Q2 		$651K Buy
8,841
+3,050
+53% +$229K 0.08% 91
2020
Q1 		$381K Buy
+5,791
New +$468K 0.06% 93

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

Ritholtz Wealth Management's SBUX Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Starbucks (SBUX) stake by 9.5% in Q2 2026, buying an estimated $236K and bringing the position to 27,063 shares worth $2.77M. The position accounts for 0.04% of the portfolio, ranked #335.

Ritholtz Wealth Management first reported a position in SBUX in Q1 2020 and has held it in 26 quarters since. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Ritholtz Wealth Management held 27,063 shares of Starbucks worth $2.77M as of Q2 2026.
  • Ritholtz Wealth Management bought 2,339 Starbucks shares in Q2 2026, an estimated $236K.
  • Starbucks made up 0.04% of Ritholtz Wealth Management's portfolio in Q2 2026, its #335 holding.
  • Ritholtz Wealth Management first reported a position in Starbucks in Q1 2020 and has held it in 26 quarters since.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.