TWP
SBUX icon

Triad Wealth Partners’s Starbucks SBUX Stock Holding History

Triad 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 		$486K Buy
4,701
+1,177
+33% +$119K 0.03% 317
2026
Q1 		$316K Sell
3,524
-103
-3% -$9.74K 0.03% 383
2025
Q4 		$305K Buy
3,627
+1,048
+41% +$88.4K 0.03% 381
2025
Q3 		$218K Buy
+2,579
New +$231K 0.03% 354
2024
Q3 		– Sell
-1,838
Closed -$143K – 731
2024
Q2 		$143K Buy
+1,838
New +$150K 0.08% 117

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

Triad Wealth Partners's SBUX Position: Q2 2026 in Review

Triad Wealth Partners increased its Starbucks (SBUX) stake by 33% in Q2 2026, buying an estimated $119K and bringing the position to 4,701 shares worth $486K. The position accounts for 0.03% of the portfolio, ranked #317.

Triad Wealth Partners first reported a position in SBUX in Q2 2024 and has held it in 5 quarters since. 2,398 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Triad Wealth Partners held 4,701 shares of Starbucks worth $486K as of Q2 2026.
  • Triad Wealth Partners bought 1,177 Starbucks shares in Q2 2026, an estimated $119K.
  • Starbucks made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #317 holding.
  • Triad Wealth Partners first reported a position in Starbucks in Q2 2024 and has held it in 5 quarters since.
  • 2,398 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.