VWM
SBUX icon

Vertrix Wealth Management’s Starbucks SBUX Stock Holding History

Vertrix 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 		$2.59M Sell
25,387
-7,161
-22% -$721K 0.87% 43
2026
Q1 		$2.92M Buy
+32,548
New +$3.08M 1.07% 38

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

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

Vertrix Wealth Management reduced its Starbucks (SBUX) stake by 22% in Q2 2026, selling an estimated $721K and leaving 25,387 shares worth $2.59M. The position accounts for 0.87% of the portfolio, ranked #43.

Vertrix Wealth Management first reported a position in SBUX in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.92M in Q1 2026. 2,377 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Vertrix Wealth Management held 25,387 shares of Starbucks worth $2.59M as of Q2 2026.
  • Vertrix Wealth Management sold 7,161 Starbucks shares in Q2 2026, an estimated $721K.
  • Starbucks made up 0.87% of Vertrix Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Vertrix Wealth Management first reported a position in Starbucks in Q1 2026 and has held it in 2 quarters since.
  • Vertrix Wealth Management's Starbucks position peaked at $2.92M in Q1 2026.
  • 2,377 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.