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Avidian Wealth Enterprises’s Starbucks SBUX Stock Holding History

Avidian Wealth Enterprises’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 		$1.95M Buy
19,041
+1,118
+6% +$113K 0.05% 215
2026
Q1 		$1.61M Buy
17,923
+6,287
+54% +$595K 0.05% 227
2025
Q4 		$980K Sell
11,636
-209
-2% -$17.6K 0.04% 230
2025
Q3 		$1M Buy
11,845
+753
+7% +$67.4K 0.04% 222
2025
Q2 		$1.02M Sell
11,092
-162
-1% -$14K 0.04% 200
2025
Q1 		$1.1M Sell
11,254
-5
-0% -$517 0.05% 184
2024
Q4 		$1.03M Buy
11,259
+122
+1% +$11.8K 0.05% 183
2024
Q3 		$1.09M Sell
11,137
-1,415
-11% -$121K 0.05% 176
2024
Q2 		$977K Sell
12,552
-686
-5% -$55.9K 0.04% 187
2024
Q1 		$1.21M Buy
13,238
+1,443
+12% +$134K 0.06% 142
2023
Q4 		$1.13M Sell
11,795
-11
-0.1% -$1.07K 0.07% 157
2023
Q3 		$1.08M Sell
11,806
-5,488
-32% -$539K 0.08% 153
2023
Q2 		$1.71M Sell
17,294
-5,583
-24% -$579K 0.11% 122
2023
Q1 		$2.38M Sell
22,877
-1,411
-6% -$147K 0.13% 129
2022
Q4 		$2.41M Buy
24,288
+4,266
+21% +$403K 0.16% 109
2022
Q3 		$1.69M Buy
20,022
+16
+0.1% +$1.36K 0.12% 113
2022
Q2 		$1.53M Buy
20,006
+1,479
+8% +$114K 0.11% 126
2022
Q1 		$1.69M Buy
18,527
+2,663
+17% +$251K 0.1% 133
2021
Q4 		$1.86M Buy
15,864
+1,903
+14% +$215K 0.12% 121
2021
Q3 		$1.54M Buy
13,961
+796
+6% +$93.2K 0.12% 100
2021
Q2 		$1.47M Buy
13,165
+482
+4% +$54.5K 0.11% 106
2021
Q1 		$1.39M Buy
12,683
+544
+4% +$57.1K 0.12% 101
2020
Q4 		$1.3M Buy
12,139
+1,842
+18% +$176K 0.12% 97
2020
Q3 		$885K Buy
10,297
+2,516
+32% +$201K 0.1% 106
2020
Q2 		$573K Buy
7,781
+1,781
+30% +$134K 0.08% 127
2020
Q1 		$394K Buy
6,000
+398
+7% +$32.2K 0.06% 125
2019
Q4 		$493K Buy
5,602
+1,611
+40% +$137K 0.07% 116
2019
Q3 		$353K Buy
+3,991
New +$370K 0.06% 132

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

Avidian Wealth Enterprises's SBUX Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Starbucks (SBUX) stake by 6.2% in Q2 2026, buying an estimated $113K and bringing the position to 19,041 shares worth $1.95M. The position accounts for 0.05% of the portfolio, ranked #215.

Avidian Wealth Enterprises first reported a position in SBUX in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.41M in Q4 2022. 840 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Avidian Wealth Enterprises held 19,041 shares of Starbucks worth $1.95M as of Q2 2026.
  • Avidian Wealth Enterprises bought 1,118 Starbucks shares in Q2 2026, an estimated $113K.
  • Starbucks made up 0.05% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #215 holding.
  • Avidian Wealth Enterprises first reported a position in Starbucks in Q3 2019 and has held it in 28 quarters since.
  • Avidian Wealth Enterprises's Starbucks position peaked at $2.41M in Q4 2022.
  • 840 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.