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Xcel Wealth Management’s Starbucks SBUX Stock Holding History

Xcel 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 		$356K Sell
3,480
-222
-6% -$22.4K 0.08% 124
2026
Q1 		$332K Sell
3,702
-897
-20% -$84.9K 0.09% 118
2025
Q4 		$387K Sell
4,599
-3,711
-45% -$313K 0.1% 115
2025
Q3 		$703K Sell
8,310
-2,204
-21% -$197K 0.18% 85
2025
Q2 		$963K Buy
10,514
+5,560
+112% +$482K 0.27% 67
2025
Q1 		$486K Buy
4,954
+189
+4% +$19.5K 0.15% 93
2024
Q4 		$435K Hold
4,765
– – 0.12% 93
2024
Q3 		$465K Buy
+4,765
New +$409K 0.14% 88
2022
Q1 		– Sell
-18,990
Closed -$2.22M – 146
2021
Q4 		$2.22M Sell
18,990
-12
-0.1% -$1.35K 0.57% 53
2021
Q3 		$2.1M Buy
19,002
+135
+0.7% +$15.8K 0.61% 48
2021
Q2 		$2.11M Sell
18,867
-35
-0.2% -$3.96K 0.64% 45
2021
Q1 		$2.06M Buy
18,902
+27
+0.1% +$2.83K 0.74% 38
2020
Q4 		$2.02M Buy
18,875
+1
+0% +$95 0.87% 36
2020
Q3 		$1.62M Buy
18,874
+10,180
+117% +$812K 0.83% 35
2020
Q2 		$639K Buy
+8,694
New +$653K 0.4% 53

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

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

Xcel Wealth Management reduced its Starbucks (SBUX) stake by 6% in Q2 2026, selling an estimated $22.4K and leaving 3,480 shares worth $356K. The position accounts for 0.08% of the portfolio, ranked #124.

Xcel Wealth Management first reported a position in SBUX in Q2 2020 and has held it in 15 quarters since. The position peaked at $2.22M in Q4 2021. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Xcel Wealth Management held 3,480 shares of Starbucks worth $356K as of Q2 2026.
  • Xcel Wealth Management sold 222 Starbucks shares in Q2 2026, an estimated $22.4K.
  • Starbucks made up 0.08% of Xcel Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Xcel Wealth Management first reported a position in Starbucks in Q2 2020 and has held it in 15 quarters since.
  • Xcel Wealth Management's Starbucks position peaked at $2.22M in Q4 2021.
  • 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.