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Sagespring Wealth Partners’s Starbucks SBUX Stock Holding History

Sagespring 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 		$1.6M Buy
15,628
+52
+0.3% +$5.24K 0.02% 254
2026
Q1 		$1.4M Buy
15,576
+1,760
+13% +$166K 0.03% 253
2025
Q4 		$1.16M Buy
13,816
+1,435
+12% +$121K 0.02% 281
2025
Q3 		$1.05M Sell
12,381
-284
-2% -$25.4K 0.02% 294
2025
Q2 		$1.16M Buy
12,665
+844
+7% +$73.1K 0.03% 259
2025
Q1 		$1.16M Buy
11,821
+3,845
+48% +$397K 0.03% 225
2024
Q4 		$728K Buy
+7,976
New +$772K 0.02% 276

Other funds holding SBUX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Sagespring Wealth Partners increased its Starbucks (SBUX) stake by 0.33% in Q2 2026, buying an estimated $5.24K and bringing the position to 15,628 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #254.

Sagespring Wealth Partners first reported a position in SBUX in Q4 2024 and has held it in 7 quarters since. 1,649 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Sagespring Wealth Partners held 15,628 shares of Starbucks worth $1.6M as of Q2 2026.
  • Sagespring Wealth Partners bought 52 Starbucks shares in Q2 2026, an estimated $5.24K.
  • Starbucks made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #254 holding.
  • Sagespring Wealth Partners first reported a position in Starbucks in Q4 2024 and has held it in 7 quarters since.
  • 1,649 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.