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Yarger Wealth Strategies’s Starbucks SBUX Stock Holding History

Yarger Wealth Strategies’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 		$277K Buy
2,610
+52
+2% +$5.24K 0.1% 113
2026
Q1 		$229K Buy
2,558
+19
+0.7% +$1.8K 0.09% 113
2025
Q4 		$214K Sell
2,539
-33
-1% -$2.78K 0.09% 117
2025
Q3 		$218K Buy
2,572
+8
+0.3% +$716 0.1% 114
2025
Q2 		$235K Buy
2,564
+92
+4% +$7.97K 0.12% 99
2025
Q1 		$242K Buy
2,472
+27
+1% +$2.79K 0.14% 81
2024
Q4 		$223K Buy
2,445
+5
+0.2% +$484 0.13% 81
2024
Q3 		$238K Buy
+2,440
New +$209K 0.13% 84
2024
Q2 		– Sell
-2,450
Closed -$224K – 87
2024
Q1 		$224K Sell
2,450
-8
-0.3% -$744 0.15% 73
2023
Q4 		$236K Buy
2,458
+49
+2% +$4.77K 0.19% 60
2023
Q3 		$220K Sell
2,409
-1
-0% -$98 0.19% 56
2023
Q2 		$239K Buy
2,410
+31
+1% +$3.22K 0.21% 52
2023
Q1 		$248K Buy
2,379
+11
+0.5% +$1.15K 0.27% 46
2022
Q4 		$235K Buy
+2,368
New +$223K 0.29% 42
2022
Q2 		– Sell
-2,326
Closed -$212K – 51
2022
Q1 		$212K Buy
2,326
+22
+1% +$2.08K 0.28% 45
2021
Q4 		$270K Buy
+2,304
New +$260K 0.29% 43

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

Yarger Wealth Strategies's SBUX Position: Q2 2026 in Review

Yarger Wealth Strategies increased its Starbucks (SBUX) stake by 2% in Q2 2026, buying an estimated $5.24K and bringing the position to 2,610 shares worth $277K. The position accounts for 0.1% of the portfolio, ranked #113.

Yarger Wealth Strategies first reported a position in SBUX in Q4 2021 and has held it in 16 quarters since. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Yarger Wealth Strategies held 2,610 shares of Starbucks worth $277K as of Q2 2026.
  • Yarger Wealth Strategies bought 52 Starbucks shares in Q2 2026, an estimated $5.24K.
  • Starbucks made up 0.1% of Yarger Wealth Strategies's portfolio in Q2 2026, its #113 holding.
  • Yarger Wealth Strategies first reported a position in Starbucks in Q4 2021 and has held it in 16 quarters since.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.