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B.O.S.S. Retirement Advisors’s Starbucks SBUX Stock Holding History

B.O.S.S. Retirement Advisors’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 		$374K Buy
3,656
+32
+0.9% +$3.22K 0.1% 112
2026
Q1 		$325K Buy
3,624
+3
+0.1% +$284 0.1% 124
2025
Q4 		$305K Sell
3,621
-170
-4% -$14.3K 0.1% 133
2025
Q3 		$321K Buy
3,791
+3
+0.1% +$269 0.08% 151
2025
Q2 		$347K Buy
3,788
+71
+2% +$6.15K 0.09% 140
2025
Q1 		$365K Sell
3,717
-988
-21% -$102K 0.11% 124
2024
Q4 		$429K Buy
+4,705
New +$455K 0.12% 115
2024
Q1 		– Sell
-5,829
Closed -$560K – 206
2023
Q4 		$560K Buy
5,829
+23
+0.4% +$2.24K 0.11% 180
2023
Q3 		$530K Sell
5,806
-30
-0.5% -$2.94K 0.11% 186
2023
Q2 		$578K Sell
5,836
-277
-5% -$28.8K 0.12% 179
2023
Q1 		$637K Sell
6,113
-4,363
-42% -$454K 0.15% 162
2022
Q4 		$1.04M Buy
+10,476
New +$989K 0.27% 136

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

B.O.S.S. Retirement Advisors's SBUX Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its Starbucks (SBUX) stake by 0.88% in Q2 2026, buying an estimated $3.22K and bringing the position to 3,656 shares worth $374K. The position accounts for 0.1% of the portfolio, ranked #112.

B.O.S.S. Retirement Advisors first reported a position in SBUX in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.04M in Q4 2022. 803 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 3,656 shares of Starbucks worth $374K as of Q2 2026.
  • B.O.S.S. Retirement Advisors bought 32 Starbucks shares in Q2 2026, an estimated $3.22K.
  • Starbucks made up 0.1% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #112 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Starbucks in Q4 2022 and has held it in 12 quarters since.
  • B.O.S.S. Retirement Advisors's Starbucks position peaked at $1.04M in Q4 2022.
  • 803 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.