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Spartan Wealth Advisory Services LLC’s Starbucks SBUX Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$327K Sell
3,203
-119
-4% -$12K 0.03% 249
2026
Q1 		$298K Buy
+3,322
New +$314K 0.03% 254

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's SBUX Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Starbucks (SBUX) stake by 3.6% in Q2 2026, selling an estimated $12K and leaving 3,203 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #249.

Spartan Wealth Advisory Services LLC first reported a position in SBUX in Q1 2026 and has held it in 2 quarters since. 2,284 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 3,203 shares of Starbucks worth $327K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 119 Starbucks shares in Q2 2026, an estimated $12K.
  • Starbucks made up 0.03% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #249 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Starbucks in Q1 2026 and has held it in 2 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.