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Synergy Financial Group’s Starbucks SBUX Stock Holding History

Synergy Financial Group’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 		$771K Sell
7,546
-90
-1% -$9.06K 0.55% 35
2026
Q1 		$684K Buy
7,636
+136
+2% +$12.9K 0.51% 38
2025
Q4 		$632K Sell
7,500
-398
-5% -$33.6K 0.44% 42
2025
Q3 		$668K Sell
7,898
-290
-4% -$26K 0.45% 42
2025
Q2 		$750K Sell
8,188
-835
-9% -$72.4K 0.55% 38
2025
Q1 		$885K Buy
9,023
+35
+0.4% +$3.62K 0.79% 31
2024
Q4 		$820K Sell
8,988
-444
-5% -$43K 0.68% 34
2024
Q3 		$920K Sell
9,432
-256
-3% -$22K 0.87% 27
2024
Q2 		$754K Sell
9,688
-561
-5% -$45.7K 0.79% 31
2024
Q1 		$937K Sell
10,249
-114
-1% -$10.6K 1.06% 22
2023
Q4 		$995K Sell
10,363
-192
-2% -$18.7K 1.22% 18
2023
Q3 		$963K Sell
10,555
-6
-0.1% -$589 1.34% 19
2023
Q2 		$1.05M Buy
10,561
+515
+5% +$53.5K 1.41% 19
2023
Q1 		$1.05M Sell
10,046
-1,025
-9% -$107K 1.7% 16
2022
Q4 		$1.1M Sell
11,071
-1,462
-12% -$138K 2.17% 12
2022
Q3 		$1.06M Buy
12,533
+773
+7% +$65.7K 1.58% 17
2022
Q2 		$898K Buy
11,760
+469
+4% +$36K 1.41% 22
2022
Q1 		$1.03M Buy
11,291
+711
+7% +$67.1K 1.08% 28
2021
Q4 		$1.24M Buy
+10,580
New +$1.19M 1.11% 24

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

Synergy Financial Group's SBUX Position: Q2 2026 in Review

Synergy Financial Group reduced its Starbucks (SBUX) stake by 1.2% in Q2 2026, selling an estimated $9.06K and leaving 7,546 shares worth $771K. The position accounts for 0.55% of the portfolio, ranked #35.

Synergy Financial Group first reported a position in SBUX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.24M in Q4 2021. 2,393 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Synergy Financial Group held 7,546 shares of Starbucks worth $771K as of Q2 2026.
  • Synergy Financial Group sold 90 Starbucks shares in Q2 2026, an estimated $9.06K.
  • Starbucks made up 0.55% of Synergy Financial Group's portfolio in Q2 2026, its #35 holding.
  • Synergy Financial Group first reported a position in Starbucks in Q4 2021 and has held it in 19 quarters since.
  • Synergy Financial Group's Starbucks position peaked at $1.24M in Q4 2021.
  • 2,393 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.