Shared Vision Wealth Group’s Starbucks SBUX Stock Holding History

Shared Vision Wealth Group’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	$204K	Buy	+2,001	New	+$202K	0.07%	113

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

Shared Vision Wealth Group's SBUX Position: Q2 2026 in Review

Shared Vision Wealth Group opened a new position in Starbucks (SBUX) in Q2 2026: 2,001 shares worth $204K. The stake represents 0.07% of the portfolio and ranks #113 among its holdings.

2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Shared Vision Wealth Group held 2,001 shares of Starbucks worth $204K as of Q2 2026.
Starbucks was a new Shared Vision Wealth Group position in Q2 2026.
Starbucks made up 0.07% of Shared Vision Wealth Group's portfolio in Q2 2026, its #113 holding.
2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.