RWM
SBUX icon

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
Q2 		$63.4K Buy
584
+192
+49% +$19.3K 0.01% 156
2026
Q1 		$41.5K 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 $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

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

RMG Wealth Management increased its Starbucks (SBUX) stake by 49% in Q2 2026, buying an estimated $19.3K and bringing the position to 584 shares worth $63.4K. The position accounts for 0.01% of the portfolio, ranked #156.

RMG Wealth Management first reported a position in SBUX in Q2 2025 and has held it in 5 quarters since. 2,400 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • RMG Wealth Management held 584 shares of Starbucks worth $63.4K as of Q2 2026.
  • RMG Wealth Management bought 192 Starbucks shares in Q2 2026, an estimated $19.3K.
  • Starbucks made up 0.01% of RMG Wealth Management's portfolio in Q2 2026, its #156 holding.
  • RMG Wealth Management first reported a position in Starbucks in Q2 2025 and has held it in 5 quarters since.
  • 2,400 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

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