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WealthBridge Investment Counsel’s Starbucks SBUX Stock Holding History

WealthBridge Investment Counsel’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 		$8.21M Buy
80,383
+115
+0.1% +$11.6K 2.19% 19
2026
Q1 		$7.19M Buy
80,268
+450
+0.6% +$42.6K 2.2% 22
2025
Q4 		$6.72M Buy
79,818
+3,425
+4% +$289K 2.02% 26
2025
Q3 		$6.46M Sell
76,393
-120
-0.2% -$10.7K 1.99% 26
2025
Q2 		$7.01M Buy
76,513
+4,145
+6% +$359K 2.27% 19
2025
Q1 		$7.1M Buy
72,368
+400
+0.6% +$41.4K 2.58% 19
2024
Q4 		$6.57M Sell
71,968
-340
-0.5% -$32.9K 2.41% 20
2024
Q3 		$7.05M Sell
72,308
-1,368
-2% -$117K 2.5% 19
2024
Q2 		$5.74M Buy
73,676
+2,250
+3% +$183K 2.19% 25
2024
Q1 		$6.53M Buy
71,426
+425
+0.6% +$39.5K 2.42% 21
2023
Q4 		$6.82M Buy
71,001
+225
+0.3% +$21.9K 2.73% 16
2023
Q3 		$6.46M Sell
70,776
-49
-0.1% -$4.81K 2.82% 16
2023
Q2 		$7.02M Sell
70,825
-1,500
-2% -$156K 2.95% 12
2023
Q1 		$7.53M Sell
72,325
-800
-1% -$83.3K 3.33% 11
2022
Q4 		$7.25M Buy
73,125
+2,060
+3% +$194K 3.17% 13
2022
Q3 		$5.99M Buy
71,065
+4,320
+6% +$367K 3.15% 12
2022
Q2 		$5.1M Buy
66,745
+5,625
+9% +$432K 2.59% 21
2022
Q1 		$5.56M Buy
61,120
+2,325
+4% +$219K 2.45% 21
2021
Q4 		$6.88M Buy
58,795
+1,590
+3% +$179K 2.92% 14
2021
Q3 		$6.31M Buy
57,205
+3,075
+6% +$360K 2.84% 15
2021
Q2 		$6.05M Buy
54,130
+8,145
+18% +$921K 2.68% 19
2021
Q1 		$5.03M Hold
45,985
– – 2.46% 21
2020
Q4 		$4.92M Buy
45,985
+750
+2% +$71.6K 2.57% 19
2020
Q3 		$3.89M Buy
45,235
+3,150
+7% +$251K 2.37% 20
2020
Q2 		$3.1M Buy
+42,085
New +$3.16M 2.06% 25

Other funds holding SBUX

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WealthBridge Investment Counsel's SBUX Position: Q2 2026 in Review

WealthBridge Investment Counsel increased its Starbucks (SBUX) stake by 0.14% in Q2 2026, buying an estimated $11.6K and bringing the position to 80,383 shares worth $8.21M. The position accounts for 2.19% of the portfolio, ranked #19.

WealthBridge Investment Counsel first reported a position in SBUX in Q2 2020 and has held it in 25 quarters since. 1,193 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • WealthBridge Investment Counsel held 80,383 shares of Starbucks worth $8.21M as of Q2 2026.
  • WealthBridge Investment Counsel bought 115 Starbucks shares in Q2 2026, an estimated $11.6K.
  • Starbucks made up 2.19% of WealthBridge Investment Counsel's portfolio in Q2 2026, its #19 holding.
  • WealthBridge Investment Counsel first reported a position in Starbucks in Q2 2020 and has held it in 25 quarters since.
  • 1,193 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on WealthBridge Investment Counsel's 13F filing for Q2 2026, filed 15 Jul 2026.