Accurate Wealth Management’s Starbucks SBUX Stock Holding History

Accurate Wealth Management’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	$357K	Buy	3,365 +180	+6%	+$18.1K	0.03%	420
2026 Q1	$308K	Sell	3,185 -427	-12%	-$40.4K	0.04%	419
2025 Q4	$321K	Sell	3,612 -1,318	-27%	-$111K	0.04%	387
2025 Q3	$400K	Buy	4,930 +657	+15%	+$58.8K	0.05%	340
2025 Q2	$407K	Buy	4,273 +852	+25%	+$73.8K	0.06%	299
2025 Q1	$292K	Buy	+3,421	New	+$354K	0.06%	290
2023 Q2	–	Sell	-2,245	Closed	-$235K	–	287
2023 Q1	$235K	Buy	2,245 +960	+75%	+$99.9K	0.08%	220
2022 Q4	$136K	Buy	+1,285	New	+$121K	0.05%	257

Other funds holding SBUX

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Accurate Wealth Management's SBUX Position: Q2 2026 in Review

Accurate Wealth Management increased its Starbucks (SBUX) stake by 5.7% in Q2 2026, buying an estimated $18.1K and bringing the position to 3,365 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #420.

Accurate Wealth Management first reported a position in SBUX in Q4 2022 and has held it in 8 quarters since. The position peaked at $407K in Q2 2025. 803 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Accurate Wealth Management held 3,365 shares of Starbucks worth $357K as of Q2 2026.
Accurate Wealth Management bought 180 Starbucks shares in Q2 2026, an estimated $18.1K.
Starbucks made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #420 holding.
Accurate Wealth Management first reported a position in Starbucks in Q4 2022 and has held it in 8 quarters since.
Accurate Wealth Management's Starbucks position peaked at $407K in Q2 2025.
803 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.