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Western Wealth Management’s Starbucks SBUX Stock Holding History

Western 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 		$2.42M Buy
23,676
+1
+0% +$101 0.08% 263
2026
Q1 		$2.12M Buy
23,675
+12,917
+120% +$1.22M 0.08% 270
2025
Q4 		$906K Buy
10,758
+439
+4% +$37K 0.04% 373
2025
Q3 		$873K Sell
10,319
-848
-8% -$75.9K 0.05% 329
2025
Q2 		$1.02M Sell
11,167
-838
-7% -$72.6K 0.06% 273
2025
Q1 		$1.18M Sell
12,005
-594
-5% -$61.4K 0.08% 229
2024
Q4 		$1.15M Sell
12,599
-14,246
-53% -$1.38M 0.07% 223
2024
Q3 		$2.62M Buy
26,845
+9,793
+57% +$840K 0.15% 137
2024
Q2 		$1.33M Sell
17,052
-1,150
-6% -$93.7K 0.1% 182
2024
Q1 		$1.66M Sell
18,202
-10,561
-37% -$982K 0.13% 154
2023
Q4 		$2.76M Buy
28,763
+452
+2% +$44K 0.2% 102
2023
Q3 		$2.58M Buy
28,311
+2,996
+12% +$294K 0.22% 95
2023
Q2 		$2.51M Buy
25,315
+1,334
+6% +$138K 0.21% 103
2023
Q1 		$2.5M Sell
23,981
-436
-2% -$45.4K 0.23% 101
2022
Q4 		$2.42M Sell
24,417
-13,497
-36% -$1.27M 0.25% 105
2022
Q3 		$3.21M Sell
37,914
-428
-1% -$36.4K 0.18% 121
2022
Q2 		$2.96M Buy
38,342
+405
+1% +$31.1K 0.17% 137
2022
Q1 		$3.45M Buy
37,937
+21,817
+135% +$2.06M 0.17% 131
2021
Q4 		$1.89M Buy
+16,120
New +$1.82M 0.19% 124
2021
Q2 		$2.33M Buy
20,790
+6,689
+47% +$756K 0.24% 97
2021
Q1 		$1.54M Buy
14,101
+243
+2% +$25.5K 0.21% 114
2020
Q4 		$1.48M Sell
13,858
-712
-5% -$68K 0.22% 109
2020
Q3 		$1.25M Sell
14,570
-276
-2% -$22K 0.2% 116
2020
Q2 		$1.09M Buy
14,846
+710
+5% +$53.4K 0.2% 123
2020
Q1 		$930K Sell
14,136
-6,366
-31% -$515K 0.21% 111
2019
Q4 		$1.78M Buy
20,502
+7,730
+61% +$659K 0.27% 85
2019
Q3 		$1.13M Sell
12,772
-22,652
-64% -$2.1M 0.23% 109
2019
Q2 		$2.7M Buy
35,424
+24,595
+227% +$1.93M 0.35% 57
2019
Q1 		$800K Sell
10,829
-3,005
-22% -$207K 0.18% 133
2018
Q4 		$883K Buy
+13,834
New +$866K 0.24% 102

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

Western Wealth Management's SBUX Position: Q2 2026 in Review

Western Wealth Management increased its Starbucks (SBUX) stake by 0% in Q2 2026, buying an estimated $101 and bringing the position to 23,676 shares worth $2.42M. The position accounts for 0.08% of the portfolio, ranked #263.

Western Wealth Management first reported a position in SBUX in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.45M in Q1 2022. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Western Wealth Management held 23,676 shares of Starbucks worth $2.42M as of Q2 2026.
  • Western Wealth Management bought 1 Starbucks share in Q2 2026, an estimated $101.
  • Starbucks made up 0.08% of Western Wealth Management's portfolio in Q2 2026, its #263 holding.
  • Western Wealth Management first reported a position in Starbucks in Q4 2018 and has held it in 30 quarters since.
  • Western Wealth Management's Starbucks position peaked at $3.45M in Q1 2022.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.