RMG Wealth Management
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RMG Wealth Management’s Starbucks SBUX Stock Holding History

RMG 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
Q3 		$55K Sell
541
-43
-7% -$4.44K 0.01% 168
2026
Q2 		$63.4K Buy
584
+192
+49% +$19.3K 0.01% 156
2026
Q1 		$41.4K Buy
392
+10
+3% +$946 ﹤0.01% 181
2025
Q4 		$37K Hold
382
– – ﹤0.01% 172
2025
Q3 		$32.7K Buy
382
+200
+110% +$17.9K ﹤0.01% 164
2025
Q2 		$17.1K Buy
+182
New +$15.8K ﹤0.01% 196

Other funds holding SBUX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

RMG Wealth Management's SBUX Position: Q3 2026 in Review

RMG Wealth Management reduced its Starbucks (SBUX) stake by 7.4% in Q3 2026, selling an estimated $4.44K and leaving 541 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #168.

RMG Wealth Management first reported a position in SBUX in Q2 2025 and has held it in 6 quarters since. The position peaked at $63.4K in Q2 2026. 2,063 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • RMG Wealth Management held 541 shares of Starbucks worth $55K as of Q3 2026.
  • RMG Wealth Management sold 43 Starbucks shares in Q3 2026, an estimated $4.44K.
  • Starbucks made up 0.01% of RMG Wealth Management's portfolio in Q3 2026, its #168 holding.
  • RMG Wealth Management first reported a position in Starbucks in Q2 2025 and has held it in 6 quarters since.
  • RMG Wealth Management's Starbucks position peaked at $63.4K in Q2 2026.
  • 2,063 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.