ZF
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Zhang Financial’s Starbucks SBUX Stock Holding History

Zhang Financial’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 		$249K Sell
2,433
-379
-13% -$38.2K 0.01% 358
2026
Q1 		$252K Sell
2,812
-60
-2% -$5.68K 0.01% 327
2025
Q4 		$242K Buy
2,872
+1
+0% +$84 0.01% 307
2025
Q3 		$243K Sell
2,871
-10
-0.3% -$895 0.01% 285
2025
Q2 		$264K Buy
2,881
+12
+0.4% +$1.04K 0.01% 256
2025
Q1 		$281K Sell
2,869
-247
-8% -$25.5K 0.01% 251
2024
Q4 		$284K Buy
3,116
+170
+6% +$16.4K 0.02% 242
2024
Q3 		$287K Buy
2,946
+55
+2% +$4.72K 0.02% 233
2024
Q2 		$225K Sell
2,891
-881
-23% -$71.7K 0.02% 246
2024
Q1 		$345K Hold
3,772
– – 0.03% 213
2023
Q4 		$362K Sell
3,772
-58
-2% -$5.64K 0.03% 206
2023
Q3 		$350K Hold
3,830
– – 0.04% 190
2023
Q2 		$379K Sell
3,830
-402
-9% -$41.7K 0.04% 184
2023
Q1 		$441K Buy
4,232
+5
+0.1% +$520 0.05% 164
2022
Q4 		$419K Sell
4,227
-316
-7% -$29.8K 0.05% 158
2022
Q3 		$383K Buy
4,543
+389
+9% +$33K 0.06% 152
2022
Q2 		$317K Sell
4,154
-306
-7% -$23.5K 0.05% 176
2022
Q1 		$406K Sell
4,460
-1,944
-30% -$183K 0.07% 156
2021
Q4 		$749K Buy
6,404
+106
+2% +$12K 0.13% 94
2021
Q3 		$694K Buy
6,298
+2,464
+64% +$288K 0.16% 73
2021
Q2 		$429K Hold
3,834
– – 0.11% 84
2021
Q1 		$419K Buy
3,834
+1,030
+37% +$108K 0.11% 81
2020
Q4 		$300K Sell
2,804
-403
-13% -$38.5K 0.09% 86
2020
Q3 		$276K Sell
3,207
-133
-4% -$10.6K 0.1% 80
2020
Q2 		$246K Hold
3,340
– – 0.09% 79
2020
Q1 		$220K Hold
3,340
– – 0.1% 82
2019
Q4 		$294K Hold
3,340
– – 0.11% 79
2019
Q3 		$295K Buy
3,340
+807
+32% +$74.8K 0.12% 72
2019
Q2 		$212K Buy
+2,533
New +$199K 0.09% 83

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

Zhang Financial's SBUX Position: Q2 2026 in Review

Zhang Financial reduced its Starbucks (SBUX) stake by 13% in Q2 2026, selling an estimated $38.2K and leaving 2,433 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #358.

Zhang Financial first reported a position in SBUX in Q2 2019 and has held it in 29 quarters since. The position peaked at $749K in Q4 2021. 2,396 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Zhang Financial held 2,433 shares of Starbucks worth $249K as of Q2 2026.
  • Zhang Financial sold 379 Starbucks shares in Q2 2026, an estimated $38.2K.
  • Starbucks made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #358 holding.
  • Zhang Financial first reported a position in Starbucks in Q2 2019 and has held it in 29 quarters since.
  • Zhang Financial's Starbucks position peaked at $749K in Q4 2021.
  • 2,396 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.