TriaGen Wealth Management’s Starbucks SBUX Stock Holding History

TriaGen 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	$416K	Hold	4,075	–	–	0.1%	141
2026 Q1	$365K	Hold	4,075	–	–	0.1%	137
2025 Q4	$343K	Sell	4,075 -2,000	-33%	-$169K	0.09%	146
2025 Q3	$514K	Sell	6,075 -1,070	-15%	-$95.8K	0.13%	120
2025 Q2	$655K	Sell	7,145 -16	-0.2%	-$1.39K	0.2%	101
2025 Q1	$702K	Sell	7,161 -1,200	-14%	-$124K	0.25%	82
2024 Q4	$763K	Buy	8,361 +16	+0.2%	+$1.55K	0.26%	79
2024 Q3	$814K	Sell	8,345 -41	-0.5%	-$3.52K	0.27%	79
2024 Q2	$653K	Hold	8,386	–	–	0.25%	86
2024 Q1	$766K	Hold	8,386	–	–	0.32%	71
2023 Q4	$805K	Hold	8,386	–	–	0.38%	66
2023 Q3	$765K	Hold	8,386	–	–	0.39%	64
2023 Q2	$831K	Sell	8,386 -76	-0.9%	-$7.89K	0.38%	69
2023 Q1	$881K	Buy	8,462 +76	+0.9%	+$7.91K	0.44%	66
2022 Q4	$832K	Sell	8,386 -50	-0.6%	-$4.72K	0.46%	60
2022 Q3	$711K	Sell	8,436 -19	-0.2%	-$1.61K	0.39%	67
2022 Q2	$646K	Buy	8,455 +1,138	+16%	+$87.4K	0.46%	65
2022 Q1	$666K	Buy	7,317 +10	+0.1%	+$944	0.35%	84
2021 Q4	$855K	Hold	7,307	–	–	0.42%	73
2021 Q3	$806K	Hold	7,307	–	–	0.44%	75
2021 Q2	$887K	Buy	7,307 +10	+0.1%	+$1.13K	0.46%	71
2021 Q1	$797K	Buy	7,297 +1	+0%	+$105	0.46%	67
2020 Q4	$781K	Buy	+7,296	New	+$697K	0.46%	72

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

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

TriaGen Wealth Management held its Starbucks (SBUX) position steady in Q2 2026 at 4,075 shares worth $416K. The position accounts for 0.1% of the portfolio, ranked #141.

TriaGen Wealth Management first reported a position in SBUX in Q4 2020 and has held it in 23 quarters since. The position peaked at $887K in Q2 2021. 2,398 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

TriaGen Wealth Management held 4,075 shares of Starbucks worth $416K as of Q2 2026.
TriaGen Wealth Management left its Starbucks share count unchanged in Q2 2026.
Starbucks made up 0.1% of TriaGen Wealth Management's portfolio in Q2 2026, its #141 holding.
TriaGen Wealth Management first reported a position in Starbucks in Q4 2020 and has held it in 23 quarters since.
TriaGen Wealth Management's Starbucks position peaked at $887K in Q2 2021.
2,398 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.