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Stockman Wealth Management’s Starbucks SBUX Stock Holding History

Stockman 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 		$471K Sell
4,606
-135,897
-97% -$13.7M 0.05% 114
2026
Q1 		$12.6M Buy
140,503
+5,123
+4% +$485K 1.39% 32
2025
Q4 		$11.4M Buy
135,380
+8,100
+6% +$683K 1.33% 29
2025
Q3 		$10.8M Buy
127,280
+6,281
+5% +$562K 1.34% 30
2025
Q2 		$11.1M Buy
120,999
+9,893
+9% +$857K 1.51% 27
2025
Q1 		$10.9M Sell
111,106
-1,953
-2% -$202K 1.61% 23
2024
Q4 		$10.3M Buy
113,059
+1,169
+1% +$113K 1.62% 23
2024
Q3 		$10.9M Buy
111,890
+7,318
+7% +$628K 1.7% 21
2024
Q2 		$8.14M Buy
+104,572
New +$8.52M 1.43% 26

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

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

Stockman Wealth Management reduced its Starbucks (SBUX) stake by 97% in Q2 2026, selling an estimated $13.7M and leaving 4,606 shares worth $471K. The position accounts for 0.05% of the portfolio, ranked #114.

Stockman Wealth Management first reported a position in SBUX in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.6M in Q1 2026. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Stockman Wealth Management held 4,606 shares of Starbucks worth $471K as of Q2 2026.
  • Stockman Wealth Management sold 135,897 Starbucks shares in Q2 2026, an estimated $13.7M.
  • Starbucks made up 0.05% of Stockman Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Stockman Wealth Management first reported a position in Starbucks in Q2 2024 and has held it in 9 quarters since.
  • Stockman Wealth Management's Starbucks position peaked at $12.6M in Q1 2026.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.