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Wealth Enhancement Trust Services’s Starbucks SBUX Stock Holding History

Wealth Enhancement Trust Services’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 		$796K Sell
7,785
-2,192
-22% -$221K 0.09% 176
2026
Q1 		$894K Sell
9,977
-418
-4% -$39.5K 0.11% 158
2025
Q4 		$875K Buy
+10,395
New +$877K 0.11% 148

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealth Enhancement Trust Services's SBUX Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Starbucks (SBUX) stake by 22% in Q2 2026, selling an estimated $221K and leaving 7,785 shares worth $796K. The position accounts for 0.09% of the portfolio, ranked #176.

Wealth Enhancement Trust Services first reported a position in SBUX in Q4 2025 and has held it in 3 quarters since. The position peaked at $894K in Q1 2026. 1,898 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Wealth Enhancement Trust Services held 7,785 shares of Starbucks worth $796K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 2,192 Starbucks shares in Q2 2026, an estimated $221K.
  • Starbucks made up 0.09% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #176 holding.
  • Wealth Enhancement Trust Services first reported a position in Starbucks in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Starbucks position peaked at $894K in Q1 2026.
  • 1,898 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.