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Ares Financial Consulting’s Starbucks SBUX Stock Holding History

Ares Financial Consulting’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 		$117K Hold
1,141
– – 0.08% 136
2026
Q1 		$103K Buy
1,141
+537
+89% +$50.8K 0.08% 132
2025
Q4 		$50.9K Buy
+604
New +$51K 0.05% 157

Other funds holding SBUX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Ares Financial Consulting's SBUX Position: Q2 2026 in Review

Ares Financial Consulting held its Starbucks (SBUX) position steady in Q2 2026 at 1,141 shares worth $117K. The position accounts for 0.08% of the portfolio, ranked #136.

Ares Financial Consulting first reported a position in SBUX in Q4 2025 and has held it in 3 quarters since. 1,366 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Ares Financial Consulting held 1,141 shares of Starbucks worth $117K as of Q2 2026.
  • Ares Financial Consulting left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up 0.08% of Ares Financial Consulting's portfolio in Q2 2026, its #136 holding.
  • Ares Financial Consulting first reported a position in Starbucks in Q4 2025 and has held it in 3 quarters since.
  • 1,366 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.