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Wealth Advisors Northwest’s Starbucks SBUX Stock Holding History

Wealth Advisors Northwest’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 		$209K Buy
+2,043
New +$206K 0.07% 64
2025
Q4 		– Sell
-2,484
Closed -$210K – 59
2025
Q3 		$210K Hold
2,484
– – 0.1% 61
2025
Q2 		$228K Hold
2,484
– – 0.12% 59
2025
Q1 		$244K Sell
2,484
-76
-3% -$7.86K 0.15% 48
2024
Q4 		$234K Buy
+2,560
New +$248K 0.16% 50

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

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

Wealth Advisors Northwest opened a new position in Starbucks (SBUX) in Q2 2026: 2,043 shares worth $209K. The stake represents 0.07% of the portfolio and ranks #64 among its holdings. This is a return to the name: Wealth Advisors Northwest previously reported a position in SBUX as recently as Q3 2025.

Wealth Advisors Northwest first reported a position in SBUX in Q4 2024 and has held it in 5 quarters since. The position peaked at $244K in Q1 2025. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Wealth Advisors Northwest held 2,043 shares of Starbucks worth $209K as of Q2 2026.
  • Starbucks was a new Wealth Advisors Northwest position in Q2 2026.
  • Starbucks made up 0.07% of Wealth Advisors Northwest's portfolio in Q2 2026, its #64 holding.
  • Wealth Advisors Northwest first reported a position in Starbucks in Q4 2024 and has held it in 5 quarters since.
  • Wealth Advisors Northwest's Starbucks position peaked at $244K in Q1 2025.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Wealth Advisors Northwest's 13F filing for Q2 2026, filed 15 Jul 2026.