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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
– -$45.7K – 598
2024
Q1 		– Hold
0
– – – 462

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 $3.38T AUM 44.17% 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. 2,404 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.
  • 2,404 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.