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
2024 Q1	–	Sell	-18,556	Closed	-$1.69M	–	918
2023 Q4	$1.69M	Buy	+18,556	New	+$1.81M	0.05%	271
2023 Q3	–	Sell	-20,009	Closed	-$1.88M	–	834
2023 Q2	$1.88M	Buy	20,009 +4,454	+29%	+$462K	0.14%	140
2023 Q1	$1.52M	Buy	+15,555	New	+$1.62M	0.12%	171
2022 Q4	–	Sell	-9,743	Closed	-$781K	–	671
2022 Q3	$781K	Buy	9,743 +112	+1%	+$9.52K	0.07%	232
2022 Q2	$698K	Sell	9,631 -3,951	-29%	-$303K	0.06%	245
2022 Q1	$1.19M	Sell	13,582 -949	-7%	-$89.6K	0.09%	188
2021 Q4	$1.65M	Buy	+14,531	New	+$1.64M	0.12%	137

Other funds holding SBUX

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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.