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Wealthedge Investment Advisors’s Starbucks SBUX Stock Holding History

Wealthedge Investment 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
Q2 		$278K Buy
2,720
+8
+0.3% +$806 0.09% 122
2026
Q1 		$243K Buy
2,712
+3
+0.1% +$284 0.09% 125
2025
Q4 		$228K Buy
2,709
+3
+0.1% +$253 0.08% 121
2025
Q3 		$229K Buy
2,706
+3
+0.1% +$269 0.09% 117
2025
Q2 		$248K Sell
2,703
-139
-5% -$12K 0.1% 125
2025
Q1 		$279K Sell
2,842
-40
-1% -$4.13K 0.13% 132
2024
Q4 		$263K Buy
+2,882
New +$279K 0.12% 132

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealthedge Investment Advisors's SBUX Position: Q2 2026 in Review

Wealthedge Investment Advisors increased its Starbucks (SBUX) stake by 0.29% in Q2 2026, buying an estimated $806 and bringing the position to 2,720 shares worth $278K. The position accounts for 0.09% of the portfolio, ranked #122.

Wealthedge Investment Advisors first reported a position in SBUX in Q4 2024 and has held it in 7 quarters since. The position peaked at $279K in Q1 2025. 1,124 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Wealthedge Investment Advisors held 2,720 shares of Starbucks worth $278K as of Q2 2026.
  • Wealthedge Investment Advisors bought 8 Starbucks shares in Q2 2026, an estimated $806.
  • Starbucks made up 0.09% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #122 holding.
  • Wealthedge Investment Advisors first reported a position in Starbucks in Q4 2024 and has held it in 7 quarters since.
  • Wealthedge Investment Advisors's Starbucks position peaked at $279K in Q1 2025.
  • 1,124 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.