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WPG Advisers’s Starbucks SBUX Stock Holding History

WPG Advisers’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 		$14.2K Buy
139
+8
+6% +$806 0.01% 658
2026
Q1 		$11.7K Sell
131
-46
-26% -$4.35K 0.01% 626
2025
Q4 		$14.9K Buy
177
+31
+21% +$2.62K 0.01% 586
2025
Q3 		$12.4K Sell
146
-10
-6% -$895 0.01% 637
2025
Q2 		$14.3K Sell
156
-6
-4% -$520 0.01% 566
2025
Q1 		$15.9K Buy
162
+50
+45% +$5.17K 0.01% 523
2024
Q4 		$10.2K Buy
+112
New +$10.8K 0.01% 617

Other funds holding SBUX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

WPG Advisers's SBUX Position: Q2 2026 in Review

WPG Advisers increased its Starbucks (SBUX) stake by 6.1% in Q2 2026, buying an estimated $806 and bringing the position to 139 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #658.

WPG Advisers first reported a position in SBUX in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.9K in Q1 2025. 1,550 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • WPG Advisers held 139 shares of Starbucks worth $14.2K as of Q2 2026.
  • WPG Advisers bought 8 Starbucks shares in Q2 2026, an estimated $806.
  • Starbucks made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #658 holding.
  • WPG Advisers first reported a position in Starbucks in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Starbucks position peaked at $15.9K in Q1 2025.
  • 1,550 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.