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Simplicity Wealth’s Starbucks SBUX Stock Holding History

Simplicity Wealth’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 		$1.19M Sell
11,631
-538
-4% -$54.2K 0.04% 379
2026
Q1 		$1.09M Buy
12,169
+922
+8% +$87.2K 0.06% 278
2025
Q4 		$947K Sell
11,247
-1,018
-8% -$85.9K 0.06% 290
2025
Q3 		$1.04M Sell
12,265
-1,343
-10% -$120K 0.06% 280
2025
Q2 		$1.25M Buy
13,608
+2,119
+18% +$184K 0.05% 289
2025
Q1 		$1.13M Buy
11,489
+9,114
+384% +$942K 0.09% 232
2024
Q4 		$217K Buy
2,375
+141
+6% +$13.6K 0.05% 299
2024
Q3 		$218K Sell
2,234
-36,594
-94% -$3.14M 0.02% 464
2024
Q2 		$3.02M Sell
38,828
-2,585
-6% -$211K 0.07% 271
2024
Q1 		$3.78M Buy
41,413
+35,141
+560% +$3.27M 0.09% 228
2023
Q4 		$602K Buy
+6,272
New +$610K 0.23% 73

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 $3.38T AUM 44.17% 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

Simplicity Wealth's SBUX Position: Q2 2026 in Review

Simplicity Wealth reduced its Starbucks (SBUX) stake by 4.4% in Q2 2026, selling an estimated $54.2K and leaving 11,631 shares worth $1.19M. The position accounts for 0.04% of the portfolio, ranked #379.

Simplicity Wealth first reported a position in SBUX in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.78M in Q1 2024. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Simplicity Wealth held 11,631 shares of Starbucks worth $1.19M as of Q2 2026.
  • Simplicity Wealth sold 538 Starbucks shares in Q2 2026, an estimated $54.2K.
  • Starbucks made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #379 holding.
  • Simplicity Wealth first reported a position in Starbucks in Q4 2023 and has held it in 11 quarters since.
  • Simplicity Wealth's Starbucks position peaked at $3.78M in Q1 2024.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.