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Axxcess Wealth Management’s Starbucks SBUX Stock Holding History

Axxcess Wealth 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 		$1.19M Buy
11,640
+228
+2% +$23K 0.02% 488
2026
Q1 		$1.02M Sell
11,412
-5,721
-33% -$541K 0.03% 238
2025
Q4 		$1.44M Sell
17,133
-1,425
-8% -$120K 0.03% 436
2025
Q3 		$1.57M Sell
18,558
-301
-2% -$26.9K 0.03% 364
2025
Q2 		$1.73M Buy
18,859
+76
+0.4% +$6.59K 0.04% 313
2025
Q1 		$1.84M Sell
18,783
-1,656
-8% -$171K 0.05% 281
2024
Q4 		$1.87M Buy
20,439
+176
+0.9% +$17K 0.04% 288
2024
Q3 		$1.98M Sell
20,263
-7,067
-26% -$606K 0.05% 270
2024
Q2 		$2.13M Buy
27,330
+13,495
+98% +$1.1M 0.06% 240
2024
Q1 		$1.26M Buy
+13,835
New +$1.29M 0.03% 330
2023
Q4 		– Sell
-17,077
Closed -$1.66M – 920
2023
Q3 		$1.47M Buy
+17,077
New +$1.68M 0.05% 244
2023
Q1 		– Sell
-15,489
Closed -$1.61M – 679
2022
Q4 		$1.44M Buy
+15,489
New +$1.46M 0.12% 169

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Axxcess Wealth Management's SBUX Position: Q2 2026 in Review

Axxcess Wealth Management increased its Starbucks (SBUX) stake by 2% in Q2 2026, buying an estimated $23K and bringing the position to 11,640 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #488.

Axxcess Wealth Management first reported a position in SBUX in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.13M in Q2 2024. 1,124 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Axxcess Wealth Management held 11,640 shares of Starbucks worth $1.19M as of Q2 2026.
  • Axxcess Wealth Management bought 228 Starbucks shares in Q2 2026, an estimated $23K.
  • Starbucks made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #488 holding.
  • Axxcess Wealth Management first reported a position in Starbucks in Q4 2022 and has held it in 12 quarters since.
  • Axxcess Wealth Management's Starbucks position peaked at $2.13M in Q2 2024.
  • 1,124 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.