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Beta Wealth Group, Inc.

SEC CIK
0001594417
Latest filing
Jul 24, 2026

SBUX holding history

Starbucks Corp in every 13F filed by Beta Wealth Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SBUX overviewAll 13F holders of SBUXFull Q2 2026 holdings

Shares (Q2 2026)
6,216
Value
$635.3K
% of portfolio
0.2%
Quarters held
15
Since Q2 2021
Holdings of SBUX by Beta Wealth Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,216$635.3K0.2%+102+1.7%AddedHolders
Q1 20266,114$547.7K0.2%+103+1.7%AddedHolders
Q4 20256,011$506.2K0.2%−297−4.7%ReducedHolders
Q3 20256,308$533.7K0.2%+899+16.6%AddedHolders
Q2 20255,409$495.6K0.2%+3+0.1%AddedHolders
Q1 20255,406$530.3K0.2%−98−1.8%ReducedHolders
Q4 20245,504$502.2K0.2%+3+0.1%AddedHolders
Q3 20245,501$536.3K0.2%+5,501NewHolders
Q1 20230$00.0%−4,300−100.0%Sold outHolders
Q4 20224,300$426.6K0.3%+300+7.5%AddedHolders
Q3 20224,000$337.0K0.2%+200+5.3%AddedHolders
Q2 20223,800$290.0K0.2%+300+8.6%AddedHolders
Q1 20223,500$318.0K0.2%−805−18.7%ReducedHolders
Q4 20214,305$475.0K0.3%00.0%UnchangedHolders
Q3 20214,305$475.0K0.3%+238+5.9%AddedHolders
Q2 20214,067$454.0K0.3%+4,067NewHolders