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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
2024
Q2 		– Hold
0
– -$82.3K – 597
2024
Q1 		– Hold
0
– – – 452
2020
Q4 		– Sell
-600
Closed -$52K – 361
2020
Q3 		$52K Buy
+600
New +$47.9K 0.01% 283

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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. 1,124 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.
  • 1,124 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.