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Valley Wealth Managers’s Starbucks SBUX Stock Holding History

Valley Wealth Managers’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 		$5.24M Buy
51,296
+474
+0.9% +$47.7K 0.3% 73
2026
Q1 		$4.55M Buy
50,822
+612
+1% +$57.9K 0.29% 79
2025
Q4 		$4.23M Buy
50,210
+1,513
+3% +$128K 0.27% 83
2025
Q3 		$4.12M Buy
48,697
+1,829
+4% +$164K 0.27% 84
2025
Q2 		$4.29M Buy
46,868
+1,662
+4% +$144K 0.31% 70
2025
Q1 		$4.43M Sell
45,206
-372
-0.8% -$38.5K 0.34% 63
2024
Q4 		$4.16M Sell
45,578
-6,089
-12% -$589K 0.31% 66
2024
Q3 		$5.04M Buy
51,667
+1,192
+2% +$102K 0.37% 56
2024
Q2 		$3.93M Buy
50,475
+4,907
+11% +$400K 0.31% 77
2024
Q1 		$4.16M Buy
+45,568
New +$4.24M 0.31% 73
2022
Q4 		– Sell
-29
Closed -$2.74K – 441
2022
Q3 		$2K Hold
29
– – ﹤0.01% 377
2022
Q2 		$2K Buy
+29
New +$2.23K ﹤0.01% 391

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

Valley Wealth Managers's SBUX Position: Q2 2026 in Review

Valley Wealth Managers increased its Starbucks (SBUX) stake by 0.93% in Q2 2026, buying an estimated $47.7K and bringing the position to 51,296 shares worth $5.24M. The position accounts for 0.3% of the portfolio, ranked #73.

Valley Wealth Managers first reported a position in SBUX in Q2 2022 and has held it in 12 quarters since. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Valley Wealth Managers held 51,296 shares of Starbucks worth $5.24M as of Q2 2026.
  • Valley Wealth Managers bought 474 Starbucks shares in Q2 2026, an estimated $47.7K.
  • Starbucks made up 0.3% of Valley Wealth Managers's portfolio in Q2 2026, its #73 holding.
  • Valley Wealth Managers first reported a position in Starbucks in Q2 2022 and has held it in 12 quarters since.
  • 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.