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Strait & Sound Wealth Management’s Starbucks SBUX Stock Holding History

Strait & Sound 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 		$839K Buy
8,213
+2
+0% +$201 0.29% 72
2026
Q1 		$736K Sell
8,211
-239
-3% -$22.6K 0.27% 77
2025
Q4 		$712K Sell
8,450
-110
-1% -$9.28K 0.26% 74
2025
Q3 		$724K Sell
8,560
-70
-0.8% -$6.27K 0.28% 71
2025
Q2 		$791K Sell
8,630
-443
-5% -$38.4K 0.34% 66
2025
Q1 		$890K Sell
9,073
-799
-8% -$82.6K 0.41% 55
2024
Q4 		$901K Sell
9,872
-738
-7% -$71.4K 0.42% 43
2024
Q3 		$1.03M Sell
10,610
-1,452
-12% -$125K 0.5% 36
2024
Q2 		$939K Buy
12,062
+5,878
+95% +$479K 0.48% 38
2024
Q1 		$531K Sell
6,184
-194
-3% -$18K 0.3% 53
2023
Q4 		$585K Sell
6,378
-136
-2% -$13.2K 0.37% 47
2023
Q3 		$595K Buy
6,514
+701
+12% +$68.8K 0.51% 41
2023
Q2 		$576K Sell
5,813
-59
-1% -$6.12K 0.57% 38
2023
Q1 		$611K Buy
5,872
+98
+2% +$10.2K 0.61% 41
2022
Q4 		$616K Buy
+5,774
New +$545K 0.67% 37

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

Strait & Sound Wealth Management's SBUX Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its Starbucks (SBUX) stake by 0.02% in Q2 2026, buying an estimated $201 and bringing the position to 8,213 shares worth $839K. The position accounts for 0.29% of the portfolio, ranked #72.

Strait & Sound Wealth Management first reported a position in SBUX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.03M in Q3 2024. 2,398 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Strait & Sound Wealth Management held 8,213 shares of Starbucks worth $839K as of Q2 2026.
  • Strait & Sound Wealth Management bought 2 Starbucks shares in Q2 2026, an estimated $201.
  • Starbucks made up 0.29% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Strait & Sound Wealth Management first reported a position in Starbucks in Q4 2022 and has held it in 15 quarters since.
  • Strait & Sound Wealth Management's Starbucks position peaked at $1.03M in Q3 2024.
  • 2,398 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.