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Atala Financial’s Starbucks SBUX Stock Holding History

Atala Financial’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 		$247K Hold
2,421
– – 0.15% 107
2026
Q1 		$218K Buy
+2,421
New +$229K 0.15% 110
2025
Q4 		– Sell
-2,375
Closed -$201K – 131
2025
Q3 		$201K Sell
2,375
-106
-4% -$9.49K 0.13% 124
2025
Q2 		$227K Hold
2,481
– – 0.16% 116
2025
Q1 		$243K Hold
2,481
– – 0.18% 105
2024
Q4 		$226K Buy
+2,481
New +$240K 0.16% 115

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

Atala Financial's SBUX Position: Q2 2026 in Review

Atala Financial held its Starbucks (SBUX) position steady in Q2 2026 at 2,421 shares worth $247K. The position accounts for 0.15% of the portfolio, ranked #107.

Atala Financial first reported a position in SBUX in Q4 2024 and has held it in 6 quarters since. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Atala Financial held 2,421 shares of Starbucks worth $247K as of Q2 2026.
  • Atala Financial left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up 0.15% of Atala Financial's portfolio in Q2 2026, its #107 holding.
  • Atala Financial first reported a position in Starbucks in Q4 2024 and has held it in 6 quarters since.
  • 772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.