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Allen Mooney & Barnes Investment Advisors’s Starbucks SBUX Stock Holding History

Allen Mooney & Barnes Investment 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 		$352K Sell
3,440
-473
-12% -$47.6K 0.05% 120
2026
Q1 		$351K Sell
3,913
-280
-7% -$26.5K 0.05% 122
2025
Q4 		$353K Buy
4,193
+53
+1% +$4.47K 0.05% 120
2025
Q3 		$350K Buy
4,140
+7
+0.2% +$627 0.05% 117
2025
Q2 		$379K Sell
4,133
-14,436
-78% -$1.25M 0.06% 112
2025
Q1 		$1.82M Buy
18,569
+103
+0.6% +$10.6K 0.3% 57
2024
Q4 		$1.69M Sell
18,466
-2,576
-12% -$249K 0.28% 56
2024
Q3 		$2.05M Sell
21,042
-470
-2% -$40.3K 0.35% 53
2024
Q2 		$1.67M Sell
21,512
-256
-1% -$20.8K 0.3% 55
2024
Q1 		$1.87M Buy
21,768
+45
+0.2% +$4.19K 0.36% 54
2023
Q4 		$2.09M Buy
21,723
+1,133
+6% +$110K 0.4% 54
2023
Q3 		$1.88M Buy
20,590
+42
+0.2% +$4.12K 0.4% 54
2023
Q2 		$2.04M Sell
20,548
-216
-1% -$22.4K 0.45% 52
2023
Q1 		$2.16M Sell
20,764
-374
-2% -$38.9K 0.52% 48
2022
Q4 		$2.1M Sell
21,138
-968
-4% -$91.4K 0.5% 52
2022
Q3 		$1.86M Sell
22,106
-57
-0.3% -$4.84K 0.5% 51
2022
Q2 		$1.69M Sell
22,163
-711
-3% -$54.6K 0.43% 54
2022
Q1 		$2.08M Buy
+22,874
New +$2.16M 0.46% 52

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's SBUX Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Starbucks (SBUX) stake by 12% in Q2 2026, selling an estimated $47.6K and leaving 3,440 shares worth $352K. The position accounts for 0.05% of the portfolio, ranked #120.

Allen Mooney & Barnes Investment Advisors first reported a position in SBUX in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.16M in Q1 2023. 996 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 3,440 shares of Starbucks worth $352K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 473 Starbucks shares in Q2 2026, an estimated $47.6K.
  • Starbucks made up 0.05% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #120 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Starbucks in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Starbucks position peaked at $2.16M in Q1 2023.
  • 996 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.