Werba Rubin Papier Wealth Management’s Starbucks SBUX Stock Holding History

Werba Rubin Papier Wealth Management’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	$622K	Sell	6,082 -747	-11%	-$75.2K	0.08%	137
2026 Q1	$612K	Buy	6,829 +284	+4%	+$26.9K	0.09%	124
2025 Q4	$551K	Sell	6,545 -284	-4%	-$24K	0.15%	101
2025 Q3	$578K	Buy	6,829 +361	+6%	+$32.3K	0.09%	112
2025 Q2	$593K	Buy	6,468 +382	+6%	+$33.1K	0.11%	103
2025 Q1	$597K	Sell	6,086 -539	-8%	-$55.7K	0.13%	93
2024 Q4	$605K	Sell	6,625 -101	-2%	-$9.77K	0.14%	89
2024 Q3	$656K	Buy	6,726 +780	+13%	+$66.9K	0.15%	84
2024 Q2	$463K	Buy	+5,946	New	+$484K	0.13%	94

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 $3.37T AUM 44.26% 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

Werba Rubin Papier Wealth Management's SBUX Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Starbucks (SBUX) stake by 11% in Q2 2026, selling an estimated $75.2K and leaving 6,082 shares worth $622K. The position accounts for 0.08% of the portfolio, ranked #137.

Werba Rubin Papier Wealth Management first reported a position in SBUX in Q2 2024 and has held it in 9 quarters since. The position peaked at $656K in Q3 2024. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Werba Rubin Papier Wealth Management held 6,082 shares of Starbucks worth $622K as of Q2 2026.
Werba Rubin Papier Wealth Management sold 747 Starbucks shares in Q2 2026, an estimated $75.2K.
Starbucks made up 0.08% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #137 holding.
Werba Rubin Papier Wealth Management first reported a position in Starbucks in Q2 2024 and has held it in 9 quarters since.
Werba Rubin Papier Wealth Management's Starbucks position peaked at $656K in Q3 2024.
2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.