Aspen Investment Management’s Starbucks SBUX Stock Holding History

Aspen Investment Management’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	$512K	Hold	5,015	–	–	0.14%	135
2026 Q1	$449K	Buy	5,015 +100	+2%	+$9.46K	0.14%	138
2025 Q4	$414K	Buy	+4,915	New	+$415K	0.12%	143
2022 Q1	–	Sell	-9,401	Closed	-$1.1M	–	151
2021 Q4	$1.1M	Sell	9,401 -13,962	-60%	-$1.57M	0.54%	64
2021 Q3	$2.58M	Sell	23,363 -5,576	-19%	-$653K	1.36%	19
2021 Q2	$3.24M	Sell	28,939 -4,571	-14%	-$517K	1.69%	13
2021 Q1	$3.66M	Sell	33,510 -280	-0.8%	-$29.4K	2.04%	8
2020 Q4	$3.62M	Buy	33,790 +1,379	+4%	+$132K	2.14%	7
2020 Q3	$2.79M	Buy	32,411 +6,605	+26%	+$527K	1.86%	15
2020 Q2	$1.9M	Buy	25,806 +18,440	+250%	+$1.39M	1.36%	20
2020 Q1	$484K	Sell	7,366 -1,875	-20%	-$152K	0.42%	69
2019 Q4	$812K	Sell	9,241 -200	-2%	-$17.1K	0.51%	69
2019 Q3	$835K	Buy	9,441 +380	+4%	+$35.2K	0.56%	63
2019 Q2	$760K	Buy	9,061 +250	+3%	+$19.6K	0.5%	68
2019 Q1	$655K	Buy	+8,811	New	+$606K	0.46%	71

Other funds holding SBUX

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Aspen Investment Management's SBUX Position: Q2 2026 in Review

Aspen Investment Management held its Starbucks (SBUX) position steady in Q2 2026 at 5,015 shares worth $512K. The position accounts for 0.14% of the portfolio, ranked #135.

Aspen Investment Management first reported a position in SBUX in Q1 2019 and has held it in 15 quarters since. The position peaked at $3.66M in Q1 2021. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Aspen Investment Management held 5,015 shares of Starbucks worth $512K as of Q2 2026.
Aspen Investment Management left its Starbucks share count unchanged in Q2 2026.
Starbucks made up 0.14% of Aspen Investment Management's portfolio in Q2 2026, its #135 holding.
Aspen Investment Management first reported a position in Starbucks in Q1 2019 and has held it in 15 quarters since.
Aspen Investment Management's Starbucks position peaked at $3.66M in Q1 2021.
772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.