Wealthspire Advisors (New York)’s Starbucks SBUX Stock Holding History

Wealthspire Advisors (New York)’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	$7.14M	Buy	69,864 +5,693	+9%	+$573K	0.04%	213
2026 Q1	$5.75M	Buy	64,171 +12,054	+23%	+$1.14M	0.05%	154
2025 Q4	$4.39M	Sell	52,117 -34,707	-40%	-$2.93M	0.03%	178
2025 Q3	$7.35M	Sell	86,824 -8,546	-9%	-$765K	0.04%	137
2025 Q2	$8.74M	Buy	95,370 +4,848	+5%	+$420K	0.05%	129
2025 Q1	$8.88M	Buy	90,522 +47,805	+112%	+$4.94M	0.05%	123
2024 Q4	$3.9M	Buy	42,717 +516	+1%	+$49.9K	0.04%	164
2024 Q3	$4.11M	Buy	42,201 +8,499	+25%	+$729K	0.04%	160
2024 Q2	$2.62M	Buy	33,702 +203	+0.6%	+$16.5K	0.03%	171
2024 Q1	$3.06M	Sell	33,499 -460	-1%	-$42.8K	0.04%	147
2023 Q4	$3.26M	Buy	33,959 +4,758	+16%	+$463K	0.05%	142
2023 Q3	$2.67M	Buy	29,201 +635	+2%	+$62.3K	0.04%	140
2023 Q2	$2.83M	Sell	28,566 -960	-3%	-$99.6K	0.05%	124
2023 Q1	$3.07M	Sell	29,526 -3,022	-9%	-$315K	0.05%	119
2022 Q4	$3.23M	Buy	32,548 +15,141	+87%	+$1.43M	0.06%	119
2022 Q3	$1.47M	Buy	17,407 +1,937	+13%	+$165K	0.03%	178
2022 Q2	$1.18M	Buy	15,470 +2,316	+18%	+$178K	0.02%	196
2022 Q1	$1.2M	Sell	13,154 -6,940	-35%	-$655K	0.03%	174
2021 Q4	$2.35M	Buy	20,094 +1,828	+10%	+$206K	0.05%	130
2021 Q3	$2.02M	Buy	18,266 +7,123	+64%	+$834K	0.04%	165
2021 Q2	$1.25M	Sell	11,143 -49,977	-82%	-$5.65M	0.03%	140
2021 Q1	$6.68M	Buy	61,120 +19,711	+48%	+$2.07M	0.16%	75
2020 Q4	$4.43M	Buy	41,409 +16,291	+65%	+$1.56M	0.13%	78
2020 Q3	$2.16M	Buy	25,118 +3,868	+18%	+$309K	0.13%	79
2020 Q2	$1.56M	Sell	21,250 -43,811	-67%	-$3.29M	0.11%	79
2020 Q1	$4.28M	Buy	65,061 +56,541	+664%	+$4.57M	0.18%	70
2019 Q4	$749K	Buy	8,520 +757	+10%	+$64.5K	0.05%	81
2019 Q3	$686K	Buy	7,763 +1,706	+28%	+$158K	0.06%	64
2019 Q2	$508K	Buy	+6,057	New	+$475K	0.04%	49
2019 Q1	–	Sell	-1,784	Closed	-$115K	–	658
2018 Q4	$115K	Buy	+1,784	New	+$112K	0.01%	101

Other funds holding SBUX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthspire Advisors (New York)'s SBUX Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Starbucks (SBUX) stake by 8.9% in Q2 2026, buying an estimated $573K and bringing the position to 69,864 shares worth $7.14M. The position accounts for 0.04% of the portfolio, ranked #213.

Wealthspire Advisors (New York) first reported a position in SBUX in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.88M in Q1 2025. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Wealthspire Advisors (New York) held 69,864 shares of Starbucks worth $7.14M as of Q2 2026.
Wealthspire Advisors (New York) bought 5,693 Starbucks shares in Q2 2026, an estimated $573K.
Starbucks made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #213 holding.
Wealthspire Advisors (New York) first reported a position in Starbucks in Q4 2018 and has held it in 30 quarters since.
Wealthspire Advisors (New York)'s Starbucks position peaked at $8.88M in Q1 2025.
2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.