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Summit Wealth Partners’s Starbucks SBUX Stock Holding History

Summit Wealth Partners’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 		$627K Buy
6,132
+4
+0.1% +$403 0.09% 151
2026
Q1 		$549K Buy
+6,128
New +$580K 0.09% 156

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 Partners's SBUX Position: Q2 2026 in Review

Summit Wealth Partners increased its Starbucks (SBUX) stake by 0.07% in Q2 2026, buying an estimated $403 and bringing the position to 6,132 shares worth $627K. The position accounts for 0.09% of the portfolio, ranked #151.

Summit Wealth Partners first reported a position in SBUX in Q1 2026 and has held it in 2 quarters since. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Summit Wealth Partners held 6,132 shares of Starbucks worth $627K as of Q2 2026.
  • Summit Wealth Partners bought 4 Starbucks shares in Q2 2026, an estimated $403.
  • Starbucks made up 0.09% of Summit Wealth Partners's portfolio in Q2 2026, its #151 holding.
  • Summit Wealth Partners first reported a position in Starbucks in Q1 2026 and has held it in 2 quarters since.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.