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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
2020
Q4 		– Sell
-500
Closed -$14K – 420
2020
Q3 		$14K Sell
500
-500
-50% -$39.9K ﹤0.01% 324
2020
Q2 		$20K Buy
+1,000
New +$75.2K ﹤0.01% 288

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

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. 2,404 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.
  • 2,404 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.