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WFA of San Diego’s Starbucks SBUX Stock Holding History

WFA of San Diego’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 		– Sell
-208
Closed -$18.6K – 319
2026
Q1 		$18.6K Sell
208
-10
-5% -$946 0.02% 257
2025
Q4 		$18.4K Hold
218
– – 0.01% 270
2025
Q3 		$18.4K Hold
218
– – 0.01% 282
2025
Q2 		$20K Buy
+218
New +$18.9K 0.01% 273
2024
Q3 		$32.2K Buy
330
+80
+32% +$6.86K 0.03% 213
2024
Q2 		$19.5K Buy
+250
New +$20.4K 0.02% 244
2023
Q3 		$22.8K Sell
250
-48
-16% -$4.71K 0.02% 230
2023
Q2 		$29.5K Buy
+298
New +$30.9K 0.03% 210
2023
Q1 		– Sell
-378
Closed -$37.5K – 349
2022
Q4 		$37.5K Buy
+378
New +$35.7K 0.03% 221
2022
Q3 		– Sell
-425
Closed -$32K – 331
2022
Q2 		$32K Buy
+425
New +$32.6K 0.03% 192
2022
Q1 		– Sell
-1,110
Closed -$130K – 144
2021
Q4 		$130K Buy
+1,110
New +$125K 0.08% 146
2020
Q3 		– Sell
-28,726
Closed -$2.65M – 211
2020
Q2 		$2.65M Buy
+28,726
New +$2.16M 0.62% 29

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 $3.38T AUM 44.17% 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

WFA of San Diego's SBUX Position: Q2 2026 in Review

WFA of San Diego sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 208 shares — an estimated $18.6K sold.

WFA of San Diego first reported a position in SBUX in Q2 2020 and held it in 12 quarters. The position peaked at $2.65M in Q2 2020. 2,406 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • WFA of San Diego reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 208 Starbucks shares in Q2 2026, an estimated $18.6K.
  • WFA of San Diego first reported a position in Starbucks in Q2 2020 and held it in 12 quarters.
  • WFA of San Diego's Starbucks position peaked at $2.65M in Q2 2020.
  • 2,406 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.