SPWM Advisors’s Starbucks SBUX Stock Holding History

SPWM Advisors’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	–	Sell	-8,686	Closed	-$926K	–	96
2026 Q1	$926K	Sell	8,686 -1,561	-15%	-$148K	0.8%	25
2025 Q4	$863K	Buy	+10,247	New	+$864K	0.82%	30

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

SPWM Advisors's SBUX Position: Q2 2026 in Review

SPWM Advisors sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 8,686 shares — an estimated $926K sold.

SPWM Advisors first reported a position in SBUX in Q4 2025 and held it in 2 quarters. The position peaked at $926K in Q1 2026. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

SPWM Advisors reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
SPWM Advisors sold 8,686 Starbucks shares in Q2 2026, an estimated $926K.
SPWM Advisors first reported a position in Starbucks in Q4 2025 and held it in 2 quarters.
SPWM Advisors's Starbucks position peaked at $926K in Q1 2026.
2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on SPWM Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.