Tolleson Wealth Management’s Starbucks SBUX Stock Holding History

Tolleson 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	$327K	Hold	3,201	–	–	0.04%	81
2026 Q1	$287K	Hold	3,201	–	–	0.04%	80
2025 Q4	$270K	Sell	3,201 -123	-4%	-$10.4K	0.04%	84
2025 Q3	$281K	Buy	3,324 +123	+4%	+$11K	0.04%	81
2025 Q2	$293K	Hold	3,201	–	–	0.05%	75
2025 Q1	$314K	Sell	3,201 -2,089	-39%	-$216K	0.06%	74
2024 Q4	$483K	Buy	5,290 +2,059	+64%	+$199K	0.1%	63
2024 Q3	$315K	Sell	3,231 -27	-0.8%	-$2.32K	0.06%	68
2024 Q2	$254K	Buy	3,258 +30	+0.9%	+$2.44K	0.05%	73
2024 Q1	$295K	Sell	3,228 -29	-0.9%	-$2.7K	0.06%	71
2023 Q4	$313K	Sell	3,257 -3,753	-54%	-$365K	0.06%	70
2023 Q3	$640K	Sell	7,010 -3,281	-32%	-$322K	0.15%	50
2023 Q2	$1.02M	Buy	10,291 +7,090	+221%	+$736K	0.25%	45
2023 Q1	$333K	Hold	3,201	–	–	0.09%	67
2022 Q4	$318K	Hold	3,201	–	–	0.09%	69
2022 Q3	$270K	Hold	3,201	–	–	0.08%	65
2022 Q2	$245K	Hold	3,201	–	–	0.07%	65
2022 Q1	$291K	Hold	3,201	–	–	0.09%	63
2021 Q4	$374K	Hold	3,201	–	–	0.1%	61
2021 Q3	$353K	Sell	3,201 -355	-10%	-$41.6K	0.1%	56
2021 Q2	$398K	Hold	3,556	–	–	0.11%	54
2021 Q1	$389K	Hold	3,556	–	–	0.12%	55
2020 Q4	$380K	Hold	3,556	–	–	0.13%	50
2020 Q3	$306K	Hold	3,556	–	–	0.12%	52
2020 Q2	$262K	Hold	3,556	–	–	0.11%	55
2020 Q1	$234K	Sell	3,556 -56	-2%	-$4.53K	0.1%	52
2019 Q4	$318K	Buy	3,612 +56	+2%	+$4.78K	0.15%	48
2019 Q3	$314K	Hold	3,556	–	–	0.17%	45
2019 Q2	$298K	Hold	3,556	–	–	0.21%	39
2019 Q1	$264K	Hold	3,556	–	–	0.18%	42
2018 Q4	$229K	Buy	+3,556	New	+$223K	0.13%	44

Other funds holding SBUX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Tolleson Wealth Management held its Starbucks (SBUX) position steady in Q2 2026 at 3,201 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #81.

Tolleson Wealth Management first reported a position in SBUX in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.02M in Q2 2023. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Tolleson Wealth Management held 3,201 shares of Starbucks worth $327K as of Q2 2026.
Tolleson Wealth Management left its Starbucks share count unchanged in Q2 2026.
Starbucks made up 0.04% of Tolleson Wealth Management's portfolio in Q2 2026, its #81 holding.
Tolleson Wealth Management first reported a position in Starbucks in Q4 2018 and has held it in 31 quarters since.
Tolleson Wealth Management's Starbucks position peaked at $1.02M in Q2 2023.
2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

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