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Apella Capital’s Starbucks SBUX Stock Holding History

Apella Capital’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 		$2.12M Buy
20,493
+1,451
+8% +$146K 0.03% 252
2026
Q1 		$1.9M Buy
19,042
+2,107
+12% +$199K 0.03% 262
2025
Q4 		$1.43M Sell
16,935
-317
-2% -$26.7K 0.03% 238
2025
Q3 		$1.46M Buy
17,252
+8,960
+108% +$802K 0.03% 206
2025
Q2 		$776K Buy
8,292
+816
+11% +$70.7K 0.02% 250
2025
Q1 		$663K Sell
7,476
-46
-0.6% -$4.75K 0.02% 228
2024
Q4 		$686K Buy
7,522
+576
+8% +$55.7K 0.03% 200
2024
Q3 		$670K Sell
6,946
-212
-3% -$18.2K 0.03% 192
2024
Q2 		$521K Buy
7,158
+240
+3% +$19.5K 0.02% 199
2024
Q1 		$603K Buy
6,918
+15
+0.2% +$1.4K 0.03% 176
2023
Q4 		$646K Buy
6,903
+1,709
+33% +$166K 0.04% 169
2023
Q3 		$474K Sell
5,194
-122
-2% -$12K 0.03% 174
2023
Q2 		$527K Buy
+5,316
New +$552K 0.04% 170
2022
Q4 		$791K Buy
7,971
+2,797
+54% +$264K 0.07% 125
2022
Q3 		$436K Hold
5,174
– – 0.05% 145
2022
Q2 		$395K Buy
5,174
+845
+20% +$64.9K 0.05% 161
2022
Q1 		$394K Sell
4,329
-493
-10% -$46.5K 0.06% 144
2021
Q4 		$564K Sell
4,822
-73
-1% -$8.23K 0.07% 124
2021
Q3 		$540K Sell
4,895
-417
-8% -$48.8K 0.08% 128
2021
Q2 		$594K Buy
+5,312
New +$601K 0.1% 126

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 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

Apella Capital's SBUX Position: Q2 2026 in Review

Apella Capital increased its Starbucks (SBUX) stake by 7.6% in Q2 2026, buying an estimated $146K and bringing the position to 20,493 shares worth $2.12M. The position accounts for 0.03% of the portfolio, ranked #252.

Apella Capital first reported a position in SBUX in Q2 2021 and has held it in 20 quarters since. 1,124 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Apella Capital held 20,493 shares of Starbucks worth $2.12M as of Q2 2026.
  • Apella Capital bought 1,451 Starbucks shares in Q2 2026, an estimated $146K.
  • Starbucks made up 0.03% of Apella Capital's portfolio in Q2 2026, its #252 holding.
  • Apella Capital first reported a position in Starbucks in Q2 2021 and has held it in 20 quarters since.
  • 1,124 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.