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Sendero Wealth Management’s Starbucks SBUX Stock Holding History

Sendero 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 		$887K Buy
8,684
+1
+0% +$101 0.09% 134
2026
Q1 		$778K Sell
8,683
-23
-0.3% -$2.18K 0.09% 131
2025
Q4 		$733K Buy
8,706
+17
+0.2% +$1.43K 0.08% 130
2025
Q3 		$735K Hold
8,689
– – 0.09% 121
2025
Q2 		$796K Buy
8,689
+48
+0.6% +$4.16K 0.1% 115
2025
Q1 		$848K Buy
8,641
+40
+0.5% +$4.13K 0.12% 103
2024
Q4 		$785K Hold
8,601
– – 0.12% 99
2024
Q3 		$839K Sell
8,601
-1
-0% -$86 0.13% 93
2024
Q2 		$670K Sell
8,602
-564
-6% -$45.9K 0.11% 102
2024
Q1 		$838K Buy
9,166
+463
+5% +$43.1K 0.14% 92
2023
Q4 		$836K Buy
8,703
+100
+1% +$9.73K 0.16% 95
2023
Q3 		$785K Hold
8,603
– – 0.17% 84
2023
Q2 		$852K Buy
+8,603
New +$893K 0.19% 85

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

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

Sendero Wealth Management increased its Starbucks (SBUX) stake by 0.01% in Q2 2026, buying an estimated $101 and bringing the position to 8,684 shares worth $887K. The position accounts for 0.09% of the portfolio, ranked #134.

Sendero Wealth Management first reported a position in SBUX in Q2 2023 and has held it in 13 quarters since. 2,400 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Sendero Wealth Management held 8,684 shares of Starbucks worth $887K as of Q2 2026.
  • Sendero Wealth Management bought 1 Starbucks share in Q2 2026, an estimated $101.
  • Starbucks made up 0.09% of Sendero Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Sendero Wealth Management first reported a position in Starbucks in Q2 2023 and has held it in 13 quarters since.
  • 2,400 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.