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AA Financial Advisors’s Starbucks SBUX Stock Holding History

AA Financial 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 		$365K Sell
3,575
-133
-4% -$13.4K 0.04% 175
2026
Q1 		$332K Buy
3,708
+162
+5% +$15.3K 0.05% 173
2025
Q4 		$299K Buy
3,546
+607
+21% +$51.2K 0.06% 169
2025
Q3 		$249K Sell
2,939
-9
-0.3% -$806 0.05% 172
2025
Q2 		$270K Buy
2,948
+3
+0.1% +$260 0.06% 164
2025
Q1 		$289K Buy
+2,945
New +$304K 0.07% 138

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

AA Financial Advisors's SBUX Position: Q2 2026 in Review

AA Financial Advisors reduced its Starbucks (SBUX) stake by 3.6% in Q2 2026, selling an estimated $13.4K and leaving 3,575 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #175.

AA Financial Advisors first reported a position in SBUX in Q1 2025 and has held it in 6 quarters since. 840 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • AA Financial Advisors held 3,575 shares of Starbucks worth $365K as of Q2 2026.
  • AA Financial Advisors sold 133 Starbucks shares in Q2 2026, an estimated $13.4K.
  • Starbucks made up 0.04% of AA Financial Advisors's portfolio in Q2 2026, its #175 holding.
  • AA Financial Advisors first reported a position in Starbucks in Q1 2025 and has held it in 6 quarters since.
  • 840 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.