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WCG Wealth Advisors’s Starbucks SBUX Stock Holding History

WCG Wealth Advisors’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 		$2.52M Sell
24,659
-45,454
-65% -$4.58M 0.06% 275
2026
Q1 		$6.28M Buy
70,113
+2,515
+4% +$238K 0.18% 128
2025
Q4 		$5.69M Buy
67,598
+34,476
+104% +$2.91M 0.16% 135
2025
Q3 		$2.8M Buy
33,122
+215
+0.7% +$19.2K 0.18% 120
2025
Q2 		$3.02M Buy
32,907
+851
+3% +$73.7K 0.2% 117
2025
Q1 		$3.14M Sell
32,056
-2,864
-8% -$296K 0.24% 103
2024
Q4 		$3.19M Sell
34,920
-2,034
-6% -$197K 0.21% 109
2024
Q3 		$3.6M Buy
36,954
+2,958
+9% +$254K 0.24% 103
2024
Q2 		$2.65M Buy
33,996
+5,657
+20% +$461K 0.2% 112
2024
Q1 		$2.59M Buy
28,339
+4,866
+21% +$453K 0.22% 102
2023
Q4 		$2.25M Buy
23,473
+7,586
+48% +$738K 0.17% 122
2023
Q3 		$1.51M Buy
+15,887
New +$1.56M 0.11% 157
2022
Q4 		– Sell
-4,557
Closed -$533K – 254
2022
Q3 		$533K Sell
4,557
-1,392
-23% -$118K 0.07% 175
2022
Q2 		$454K Buy
+5,949
New +$457K 0.06% 179

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

WCG Wealth Advisors's SBUX Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Starbucks (SBUX) stake by 65% in Q2 2026, selling an estimated $4.58M and leaving 24,659 shares worth $2.52M. The position accounts for 0.06% of the portfolio, ranked #275.

WCG Wealth Advisors first reported a position in SBUX in Q2 2022 and has held it in 14 quarters since. The position peaked at $6.28M in Q1 2026. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • WCG Wealth Advisors held 24,659 shares of Starbucks worth $2.52M as of Q2 2026.
  • WCG Wealth Advisors sold 45,454 Starbucks shares in Q2 2026, an estimated $4.58M.
  • Starbucks made up 0.06% of WCG Wealth Advisors's portfolio in Q2 2026, its #275 holding.
  • WCG Wealth Advisors first reported a position in Starbucks in Q2 2022 and has held it in 14 quarters since.
  • WCG Wealth Advisors's Starbucks position peaked at $6.28M in Q1 2026.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.