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Wealth Dimensions Group’s Starbucks SBUX Stock Holding History

Wealth Dimensions Group’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 		$278K Sell
2,723
-9
-0.3% -$906 0.05% 153
2026
Q1 		$245K Buy
2,732
+28
+1% +$2.65K 0.05% 153
2025
Q4 		$228K Sell
2,704
-403
-13% -$34K 0.05% 152
2025
Q3 		$263K Sell
3,107
-65
-2% -$5.82K 0.05% 150
2025
Q2 		$291K Buy
3,172
+1
+0% +$87 0.06% 132
2025
Q1 		$311K Buy
3,171
+430
+16% +$44.5K 0.07% 125
2024
Q4 		$250K Buy
2,741
+276
+11% +$26.7K 0.06% 130
2024
Q3 		$240K Buy
+2,465
New +$211K 0.06% 132
2024
Q2 		– Sell
-2,922
Closed -$267K – 145
2024
Q1 		$267K Buy
2,922
+54
+2% +$5.02K 0.08% 117
2023
Q4 		$275K Sell
2,868
-14
-0.5% -$1.36K 0.09% 111
2023
Q3 		$263K Sell
2,882
-519
-15% -$50.9K 0.1% 110
2023
Q2 		$337K Buy
3,401
+1
+0% +$104 0.12% 103
2023
Q1 		$354K Buy
3,400
+582
+21% +$60.6K 0.14% 98
2022
Q4 		$280K Buy
2,818
+1
+0% +$94 0.11% 107
2022
Q3 		$237K Buy
2,817
+2
+0.1% +$170 0.12% 107
2022
Q2 		$215K Sell
2,815
-28
-1% -$2.15K 0.1% 117
2022
Q1 		$259K Buy
2,843
+34
+1% +$3.21K 0.12% 115
2021
Q4 		$329K Sell
2,809
-135
-5% -$15.2K 0.16% 98
2021
Q3 		$325K Buy
2,944
+150
+5% +$17.6K 0.21% 97
2021
Q2 		$312K Buy
2,794
+62
+2% +$7.01K 0.21% 90
2021
Q1 		$299K Hold
2,732
– – 0.23% 86
2020
Q4 		$292K Buy
+2,732
New +$261K 0.25% 81

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 Dimensions Group's SBUX Position: Q2 2026 in Review

Wealth Dimensions Group reduced its Starbucks (SBUX) stake by 0.33% in Q2 2026, selling an estimated $906 and leaving 2,723 shares worth $278K. The position accounts for 0.05% of the portfolio, ranked #153.

Wealth Dimensions Group first reported a position in SBUX in Q4 2020 and has held it in 22 quarters since. The position peaked at $354K in Q1 2023. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Wealth Dimensions Group held 2,723 shares of Starbucks worth $278K as of Q2 2026.
  • Wealth Dimensions Group sold 9 Starbucks shares in Q2 2026, an estimated $906.
  • Starbucks made up 0.05% of Wealth Dimensions Group's portfolio in Q2 2026, its #153 holding.
  • Wealth Dimensions Group first reported a position in Starbucks in Q4 2020 and has held it in 22 quarters since.
  • Wealth Dimensions Group's Starbucks position peaked at $354K in Q1 2023.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.