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Secure Asset Management’s Starbucks SBUX Stock Holding History

Secure Asset 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 		– Sell
-2,425
Closed -$217K – 359
2026
Q1 		$217K Sell
2,425
-13
-0.5% -$1.23K 0.03% 299
2025
Q4 		$205K Sell
2,438
-39
-2% -$3.29K 0.03% 323
2025
Q3 		$209K Buy
2,477
+1
+0% +$90 0.03% 294
2025
Q2 		$227K Buy
2,476
+16
+0.7% +$1.39K 0.04% 289
2025
Q1 		$241K Sell
2,460
-143
-5% -$14.8K 0.05% 264
2024
Q4 		$238K Buy
+2,603
New +$252K 0.04% 289
2024
Q3 		– Sell
-3,805
Closed -$296K – 320
2024
Q2 		$296K Buy
3,805
+227
+6% +$18.5K 0.06% 232
2024
Q1 		$327K Buy
3,578
+817
+30% +$76K 0.08% 173
2023
Q4 		$265K Sell
2,761
-487
-15% -$47.4K 0.07% 183
2023
Q3 		$296K Buy
3,248
+787
+32% +$77.2K 0.09% 162
2023
Q2 		$244K Buy
+2,461
New +$255K 0.07% 165
2022
Q2 		– Sell
-2,371
Closed -$216K – 210
2022
Q1 		$216K Buy
2,371
+69
+3% +$6.51K 0.1% 182
2021
Q4 		$269K Buy
+2,302
New +$260K 0.11% 160

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

Secure Asset Management's SBUX Position: Q2 2026 in Review

Secure Asset Management sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 2,425 shares — an estimated $217K sold.

Secure Asset Management first reported a position in SBUX in Q4 2021 and held it in 13 quarters. The position peaked at $327K in Q1 2024. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Secure Asset Management reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
  • Secure Asset Management sold 2,425 Starbucks shares in Q2 2026, an estimated $217K.
  • Secure Asset Management first reported a position in Starbucks in Q4 2021 and held it in 13 quarters.
  • Secure Asset Management's Starbucks position peaked at $327K in Q1 2024.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.