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Whipplewood Advisors’s Starbucks SBUX Stock Holding History

Whipplewood Advisors’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
-142
Closed -$12.7K – 969
2026
Q1 		$12.7K Buy
142
+129
+992% +$12.2K 0.01% 449
2025
Q4 		$1.09K Buy
+13
New +$1.1K ﹤0.01% 399
2025
Q3 		– Sell
-184
Closed -$16.9K – 999
2025
Q2 		$16.9K Sell
184
-969
-84% -$84K 0.01% 494
2025
Q1 		$22K Buy
1,153
+969
+527% +$100K 0.01% 439
2024
Q4 		$16.8K Buy
+184
New +$17.8K 0.01% 471

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

Whipplewood Advisors's SBUX Position: Q2 2026 in Review

Whipplewood Advisors sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 142 shares — an estimated $12.7K sold.

Whipplewood Advisors first reported a position in SBUX in Q4 2024 and held it in 5 quarters. The position peaked at $22K in Q1 2025. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Whipplewood Advisors reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 142 Starbucks shares in Q2 2026, an estimated $12.7K.
  • Whipplewood Advisors first reported a position in Starbucks in Q4 2024 and held it in 5 quarters.
  • Whipplewood Advisors's Starbucks position peaked at $22K in Q1 2025.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.