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Appleton Partners’s Starbucks SBUX Stock Holding History

Appleton Partners’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 		$542K Sell
5,305
-125
-2% -$12.6K 0.03% 192
2026
Q1 		$486K Sell
5,430
-231
-4% -$21.9K 0.03% 189
2025
Q4 		$477K Sell
5,661
-588
-9% -$49.6K 0.03% 192
2025
Q3 		$529K Buy
6,249
+1,705
+38% +$153K 0.04% 183
2025
Q2 		$416K Sell
4,544
-5
-0.1% -$433 0.03% 196
2025
Q1 		$446K Sell
4,549
-347
-7% -$35.9K 0.03% 184
2024
Q4 		$447K Sell
4,896
-48
-1% -$4.64K 0.03% 186
2024
Q3 		$482K Sell
4,944
-625
-11% -$53.6K 0.04% 181
2024
Q2 		$434K Sell
5,569
-64,861
-92% -$5.28M 0.03% 188
2024
Q1 		$6.44M Sell
70,430
-2,807
-4% -$261K 0.5% 63
2023
Q4 		$7.03M Buy
73,237
+240
+0.3% +$23.4K 0.57% 57
2023
Q3 		$6.66M Buy
72,997
+20,870
+40% +$2.05M 0.59% 53
2023
Q2 		$5.16M Buy
52,127
+9,419
+22% +$978K 0.44% 68
2023
Q1 		$4.45M Buy
42,708
+5,213
+14% +$543K 0.4% 68
2022
Q4 		$3.72M Buy
37,495
+4,751
+15% +$448K 0.35% 72
2022
Q3 		$2.76M Buy
32,744
+4,660
+17% +$396K 0.28% 91
2022
Q2 		$2.15M Buy
28,084
+2,707
+11% +$208K 0.2% 103
2022
Q1 		$2.31M Buy
25,377
+11,224
+79% +$1.06M 0.19% 111
2021
Q4 		$1.66M Buy
14,153
+10,765
+318% +$1.21M 0.12% 134
2021
Q3 		$374K Sell
3,388
-32
-0.9% -$3.75K 0.03% 226
2021
Q2 		$382K Buy
3,420
+100
+3% +$11.3K 0.03% 218
2021
Q1 		$363K Buy
3,320
+477
+17% +$50.1K 0.03% 223
2020
Q4 		$304K Sell
2,843
-252
-8% -$24.1K 0.03% 230
2020
Q3 		$266K Buy
3,095
+100
+3% +$7.98K 0.03% 234
2020
Q2 		$220K Sell
2,995
-141
-4% -$10.6K 0.03% 241
2020
Q1 		$206K Sell
3,136
-155
-5% -$12.5K 0.03% 252
2019
Q4 		$289K Sell
3,291
-469
-12% -$40K 0.03% 248
2019
Q3 		$332K Hold
3,760
– – 0.04% 226
2019
Q2 		$315K Buy
+3,760
New +$295K 0.04% 227
2017
Q3 		– Sell
-7,090
Closed -$413K – 250
2017
Q2 		$413K Sell
7,090
-260
-4% -$15.7K 0.07% 181
2017
Q1 		$429K Sell
7,350
-115,710
-94% -$6.55M 0.08% 173
2016
Q4 		$6.83M Sell
123,060
-8,036
-6% -$445K 1.38% 21
2016
Q3 		$7.1M Sell
131,096
-1,183
-0.9% -$66.2K 1.34% 20
2016
Q2 		$7.56M Buy
132,279
+1,944
+1% +$111K 1.54% 20
2016
Q1 		$7.78M Buy
130,335
+3,975
+3% +$231K 1.54% 18
2015
Q4 		$7.58M Buy
126,360
+53,380
+73% +$3.25M 1.5% 17
2015
Q3 		$4.15M Buy
72,980
+7,260
+11% +$407K 0.94% 38
2015
Q2 		$3.52M Buy
65,720
+5,554
+9% +$282K 0.79% 47
2015
Q1 		$2.85M Buy
60,166
+8,538
+17% +$384K 0.64% 51
2014
Q4 		$2.12M Buy
51,628
+2,290
+5% +$89.4K 0.48% 57
2014
Q3 		$1.86M Buy
49,338
+11,528
+30% +$446K 0.43% 61
2014
Q2 		$1.46M Buy
37,810
+12,830
+51% +$466K 0.34% 73
2014
Q1 		$917K Buy
+24,980
New +$924K 0.22% 89

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Appleton Partners's SBUX Position: Q2 2026 in Review

Appleton Partners reduced its Starbucks (SBUX) stake by 2.3% in Q2 2026, selling an estimated $12.6K and leaving 5,305 shares worth $542K. The position accounts for 0.03% of the portfolio, ranked #192.

Appleton Partners first reported a position in SBUX in Q1 2014 and has held it in 43 quarters since. The position peaked at $7.78M in Q1 2016. 573 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Appleton Partners held 5,305 shares of Starbucks worth $542K as of Q2 2026.
  • Appleton Partners sold 125 Starbucks shares in Q2 2026, an estimated $12.6K.
  • Starbucks made up 0.03% of Appleton Partners's portfolio in Q2 2026, its #192 holding.
  • Appleton Partners first reported a position in Starbucks in Q1 2014 and has held it in 43 quarters since.
  • Appleton Partners's Starbucks position peaked at $7.78M in Q1 2016.
  • 573 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.