Schrum Private Wealth Management’s Starbucks SBUX Stock Holding History

Schrum Private 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	$223K	Buy	+2,869	New	+$289K	0.23%	104
2025 Q4	–	Sell	-2,519	Closed	-$213K	–	128
2025 Q3	$213K	Sell	2,519 -350	-12%	-$31.3K	0.16%	126
2025 Q2	$263K	Hold	2,869	–	–	0.21%	106
2025 Q1	$281K	Hold	2,869	–	–	0.25%	98
2024 Q4	$262K	Sell	2,869 -2,869	-50%	-$278K	0.22%	106
2024 Q3	$559K	Buy	5,738 +2,869	+100%	+$246K	0.29%	84
2024 Q2	$223K	Hold	2,869	–	–	0.2%	118
2024 Q1	$262K	Sell	2,869 -22	-0.8%	-$2.05K	0.24%	106
2023 Q4	$278K	Hold	2,891	–	–	0.39%	65
2023 Q3	$264K	Hold	2,891	–	–	0.3%	87
2023 Q2	$286K	Hold	2,891	–	–	0.31%	85
2023 Q1	$301K	Hold	2,891	–	–	0.35%	77
2022 Q4	$287K	Sell	2,891 -93	-3%	-$8.78K	0.34%	82
2022 Q3	$251K	Hold	2,984	–	–	0.32%	93
2022 Q2	$228K	Hold	2,984	–	–	0.26%	100
2022 Q1	$225K	Sell	2,984 -50	-2%	-$4.72K	0.23%	104
2021 Q4	$355K	Buy	+3,034	New	+$342K	0.32%	84

Other funds holding SBUX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schrum Private Wealth Management's SBUX Position: Q2 2026 in Review

Schrum Private Wealth Management opened a new position in Starbucks (SBUX) in Q2 2026: 2,869 shares worth $223K. The stake represents 0.23% of the portfolio and ranks #104 among its holdings. This is a return to the name: Schrum Private Wealth Management previously reported a position in SBUX as recently as Q3 2025.

Schrum Private Wealth Management first reported a position in SBUX in Q4 2021 and has held it in 17 quarters since. The position peaked at $559K in Q3 2024. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Schrum Private Wealth Management held 2,869 shares of Starbucks worth $223K as of Q2 2026.
Starbucks was a new Schrum Private Wealth Management position in Q2 2026.
Starbucks made up 0.23% of Schrum Private Wealth Management's portfolio in Q2 2026, its #104 holding.
Schrum Private Wealth Management first reported a position in Starbucks in Q4 2021 and has held it in 17 quarters since.
Schrum Private Wealth Management's Starbucks position peaked at $559K in Q3 2024.
2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

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