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Summit Wealth Group (Colorado)’s Starbucks SBUX Stock Holding History

Summit Wealth Group (Colorado)’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 		$352K Buy
3,449
+138
+4% +$13.9K 0.03% 277
2026
Q1 		$297K Buy
3,311
+598
+22% +$56.6K 0.03% 262
2025
Q4 		$228K Sell
2,713
-5,176
-66% -$437K 0.03% 251
2025
Q3 		$720K Buy
7,889
+5,008
+174% +$448K 0.08% 213
2025
Q2 		$264K Buy
+2,881
New +$250K 0.07% 196

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

Summit Wealth Group (Colorado)'s SBUX Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Starbucks (SBUX) stake by 4.2% in Q2 2026, buying an estimated $13.9K and bringing the position to 3,449 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #277.

Summit Wealth Group (Colorado) first reported a position in SBUX in Q2 2025 and has held it in 5 quarters since. The position peaked at $720K in Q3 2025. 2,400 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Summit Wealth Group (Colorado) held 3,449 shares of Starbucks worth $352K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 138 Starbucks shares in Q2 2026, an estimated $13.9K.
  • Starbucks made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #277 holding.
  • Summit Wealth Group (Colorado) first reported a position in Starbucks in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s Starbucks position peaked at $720K in Q3 2025.
  • 2,400 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.