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Wellington-Altus USA’s Starbucks SBUX Stock Holding History

Wellington-Altus USA’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 		$12.2K Buy
136
+123
+946% +$12.4K 0.01% 566
2026
Q1 		$1.33K Sell
13
-123
-90% -$11.6K ﹤0.01% 673
2025
Q4 		$11.5K Buy
+136
New +$11.5K 0.01% 567

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

Wellington-Altus USA's SBUX Position: Q2 2026 in Review

Wellington-Altus USA increased its Starbucks (SBUX) stake by 946% in Q2 2026, buying an estimated $12.4K and bringing the position to 136 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #566.

Wellington-Altus USA first reported a position in SBUX in Q4 2025 and has held it in 3 quarters since. 2,400 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Wellington-Altus USA held 136 shares of Starbucks worth $12.2K as of Q2 2026.
  • Wellington-Altus USA bought 123 Starbucks shares in Q2 2026, an estimated $12.4K.
  • Starbucks made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #566 holding.
  • Wellington-Altus USA first reported a position in Starbucks in Q4 2025 and has held it in 3 quarters since.
  • 2,400 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.