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Spire Wealth Management’s Starbucks SBUX Stock Holding History

Spire 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 		$1.86M Sell
18,196
-5,015
-22% -$505K 0.06% 285
2026
Q1 		$2.08M Buy
23,211
+3,245
+16% +$307K 0.07% 251
2025
Q4 		$1.68M Sell
19,966
-3,805
-16% -$321K 0.06% 289
2025
Q3 		$2.01M Sell
23,771
-3,592
-13% -$322K 0.07% 233
2025
Q2 		$2.51M Sell
27,363
-7,893
-22% -$684K 0.09% 188
2025
Q1 		$3.46M Sell
35,256
-835
-2% -$86.3K 0.11% 164
2024
Q4 		$3.29M Buy
36,091
+3,667
+11% +$355K 0.1% 172
2024
Q3 		$3.16M Sell
32,424
-11,966
-27% -$1.03M 0.11% 158
2024
Q2 		$3.46M Sell
44,390
-283
-0.6% -$23K 0.12% 163
2024
Q1 		$4.08M Sell
44,673
-730
-2% -$67.9K 0.07% 184
2023
Q4 		$4.26M Buy
45,403
+6,546
+17% +$637K 0.14% 161
2023
Q3 		$3.55M Sell
38,857
-24,150
-38% -$2.37M 0.14% 170
2023
Q2 		$6.24M Sell
63,007
-564
-0.9% -$58.5K 0.23% 90
2023
Q1 		$6.62M Buy
63,571
+43,220
+212% +$4.5M 0.26% 91
2022
Q4 		$2.02M Buy
20,351
+2,658
+15% +$251K 0.11% 157
2022
Q3 		$1.49M Sell
17,693
-13,712
-44% -$1.16M 0.09% 159
2022
Q2 		$2.4M Sell
31,405
-21,908
-41% -$1.68M 0.1% 178
2022
Q1 		$4.86M Sell
53,313
-125,622
-70% -$11.9M 0.13% 158
2021
Q4 		$21M Buy
178,935
+18,658
+12% +$2.1M 0.47% 47
2021
Q3 		$17.7M Buy
160,277
+8,184
+5% +$958K 0.47% 49
2021
Q2 		$17M Sell
152,093
-9,980
-6% -$1.13M 0.46% 50
2021
Q1 		$17.6M Buy
+162,073
New +$17M 0.47% 50

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

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

Spire Wealth Management reduced its Starbucks (SBUX) stake by 22% in Q2 2026, selling an estimated $505K and leaving 18,196 shares worth $1.86M. The position accounts for 0.06% of the portfolio, ranked #285.

Spire Wealth Management first reported a position in SBUX in Q1 2021 and has held it in 22 quarters since. The position peaked at $21M in Q4 2021. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Spire Wealth Management held 18,196 shares of Starbucks worth $1.86M as of Q2 2026.
  • Spire Wealth Management sold 5,015 Starbucks shares in Q2 2026, an estimated $505K.
  • Starbucks made up 0.06% of Spire Wealth Management's portfolio in Q2 2026, its #285 holding.
  • Spire Wealth Management first reported a position in Starbucks in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Starbucks position peaked at $21M in Q4 2021.
  • 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

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