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SteelPeak Wealth’s Starbucks SBUX Stock Holding History

SteelPeak 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 		$3.87M Buy
37,882
+4,694
+14% +$473K 0.1% 150
2026
Q1 		$2.97M Buy
33,188
+11,422
+52% +$1.08M 0.09% 167
2025
Q4 		$1.83M Sell
21,766
-8,747
-29% -$738K 0.06% 219
2025
Q3 		$2.58M Buy
30,513
+13,467
+79% +$1.21M 0.09% 183
2025
Q2 		$1.56M Sell
17,046
-11,776
-41% -$1.02M 0.06% 219
2025
Q1 		$2.83M Buy
28,822
+10,094
+54% +$1.04M 0.12% 139
2024
Q4 		$1.71M Sell
18,728
-7,340
-28% -$710K 0.07% 185
2024
Q3 		$2.54M Buy
26,068
+5,286
+25% +$454K 0.11% 141
2024
Q2 		$1.62M Sell
20,782
-40,872
-66% -$3.33M 0.07% 186
2024
Q1 		$5.63M Buy
61,654
+42,273
+218% +$3.93M 0.28% 72
2023
Q4 		$1.86M Sell
19,381
-4,387
-18% -$427K 0.11% 153
2023
Q3 		$2.17M Sell
23,768
-50,424
-68% -$4.95M 0.14% 122
2023
Q2 		$7.35M Buy
74,192
+4,047
+6% +$420K 0.44% 55
2023
Q1 		$7.3M Sell
70,145
-27,740
-28% -$2.89M 0.5% 56
2022
Q4 		$9.71M Sell
97,885
-69,481
-42% -$6.56M 0.71% 35
2022
Q3 		$14.1M Buy
167,366
+130,853
+358% +$11.1M 1.05% 19
2022
Q2 		$2.79M Buy
36,513
+4,523
+14% +$347K 0.2% 93
2022
Q1 		$2.91M Buy
31,990
+8,210
+35% +$775K 0.16% 102
2021
Q4 		$2.78M Sell
23,780
-752
-3% -$84.8K 0.16% 102
2021
Q3 		$2.71M Sell
24,532
-41,092
-63% -$4.81M 0.18% 95
2021
Q2 		$7.34M Buy
65,624
+6,429
+11% +$727K 0.51% 57
2021
Q1 		$6.47M Buy
59,195
+40,627
+219% +$4.27M 0.51% 55
2020
Q4 		$1.99M Buy
18,568
+1,219
+7% +$116K 0.18% 98
2020
Q3 		$1.49M Sell
17,349
-2,146
-11% -$171K 0.16% 104
2020
Q2 		$1.44M Sell
19,495
-74,845
-79% -$5.62M 0.18% 95
2020
Q1 		$6.2M Buy
94,340
+27,887
+42% +$2.26M 0.98% 25
2019
Q4 		$5.84M Buy
+66,453
New +$5.67M 0.81% 35

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

SteelPeak Wealth's SBUX Position: Q2 2026 in Review

SteelPeak Wealth increased its Starbucks (SBUX) stake by 14% in Q2 2026, buying an estimated $473K and bringing the position to 37,882 shares worth $3.87M. The position accounts for 0.1% of the portfolio, ranked #150.

SteelPeak Wealth first reported a position in SBUX in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.1M in Q3 2022. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • SteelPeak Wealth held 37,882 shares of Starbucks worth $3.87M as of Q2 2026.
  • SteelPeak Wealth bought 4,694 Starbucks shares in Q2 2026, an estimated $473K.
  • Starbucks made up 0.1% of SteelPeak Wealth's portfolio in Q2 2026, its #150 holding.
  • SteelPeak Wealth first reported a position in Starbucks in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's Starbucks position peaked at $14.1M in Q3 2022.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.