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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
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return