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A4 Wealth Advisors’s Starbucks SBUX Stock Holding History

A4 Wealth Advisors’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 		$223K Sell
2,181
-717
-25% -$72.2K 0.15% 83
2026
Q1 		$260K Sell
2,898
-1,311
-31% -$124K 0.21% 79
2025
Q4 		$354K Sell
4,209
-1,874
-31% -$158K 0.31% 67
2025
Q3 		$515K Buy
+6,083
New +$545K 0.43% 64

Other funds holding SBUX

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

A4 Wealth Advisors's SBUX Position: Q2 2026 in Review

A4 Wealth Advisors reduced its Starbucks (SBUX) stake by 25% in Q2 2026, selling an estimated $72.2K and leaving 2,181 shares worth $223K. The position accounts for 0.15% of the portfolio, ranked #83.

A4 Wealth Advisors first reported a position in SBUX in Q3 2025 and has held it in 4 quarters since. The position peaked at $515K in Q3 2025. 1,451 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • A4 Wealth Advisors held 2,181 shares of Starbucks worth $223K as of Q2 2026.
  • A4 Wealth Advisors sold 717 Starbucks shares in Q2 2026, an estimated $72.2K.
  • Starbucks made up 0.15% of A4 Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • A4 Wealth Advisors first reported a position in Starbucks in Q3 2025 and has held it in 4 quarters since.
  • A4 Wealth Advisors's Starbucks position peaked at $515K in Q3 2025.
  • 1,451 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.