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Amplius Wealth Advisors’s Starbucks SBUX Stock Holding History

Amplius 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 		$207K Buy
+2,024
New +$204K 0.02% 205
2024
Q1 		– Sell
-2,091
Closed -$201K – 185
2023
Q4 		$201K Buy
+2,091
New +$204K 0.02% 168
2022
Q1 		– Sell
-1,376
Closed -$160K – 749
2021
Q4 		$160K Buy
+1,376
New +$155K 0.02% 204

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

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

Amplius Wealth Advisors opened a new position in Starbucks (SBUX) in Q2 2026: 2,024 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #205 among its holdings. This is a return to the name: Amplius Wealth Advisors previously reported a position in SBUX as recently as Q4 2023.

Amplius Wealth Advisors first reported a position in SBUX in Q4 2021 and has held it in 3 quarters since. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Amplius Wealth Advisors held 2,024 shares of Starbucks worth $207K as of Q2 2026.
  • Starbucks was a new Amplius Wealth Advisors position in Q2 2026.
  • Starbucks made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #205 holding.
  • Amplius Wealth Advisors first reported a position in Starbucks in Q4 2021 and has held it in 3 quarters since.
  • 772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.