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B. Riley Wealth Advisors’s Starbucks SBUX Stock Holding History

B. Riley Wealth 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 		$1.83M Sell
17,604
-1,752
-9% -$176K 0.1% 195
2026
Q1 		$1.68M Sell
19,356
-526
-3% -$49.8K 0.11% 190
2025
Q4 		$1.67M Sell
19,882
-774
-4% -$65.3K 0.08% 238
2025
Q3 		$1.75M Sell
20,656
-8,849
-30% -$792K 0.08% 230
2025
Q2 		$2.7M Buy
+29,505
New +$2.56M 0.13% 164
2024
Q4 		$4.11M Sell
45,004
-5,606
-11% -$542K 0.13% 163
2024
Q3 		$4.91M Sell
50,610
-3,597
-7% -$309K 0.14% 164
2024
Q2 		$4.22M Sell
54,207
-8,998
-14% -$733K 0.11% 186
2024
Q1 		$5.77M Buy
63,205
+1,894
+3% +$176K 0.16% 140
2023
Q4 		$5.89M Sell
61,311
-1,894
-3% -$184K 0.16% 145
2023
Q3 		$5.77M Buy
63,205
+9,617
+18% +$944K 0.16% 140
2023
Q2 		$5.31M Sell
53,588
-9,485
-15% -$984K 0.12% 176
2023
Q1 		$6.57M Sell
63,073
-4,853
-7% -$505K 0.18% 131
2022
Q4 		$6.74M Sell
67,926
-194
-0.3% -$18.3K 0.19% 127
2022
Q3 		$5.74M Buy
68,120
+20,506
+43% +$1.74M 0.17% 131
2022
Q2 		$3.64M Buy
47,614
+134
+0.3% +$10.3K 0.15% 145
2022
Q1 		$4.32M Sell
47,480
-11,020
-19% -$1.04M 0.14% 154
2021
Q4 		$6.84M Buy
58,500
+1,112
+2% +$125K 0.2% 106
2021
Q3 		$6.33M Buy
57,388
+4,065
+8% +$476K 0.2% 107
2021
Q2 		$5.96M Sell
53,323
-1,160
-2% -$131K 0.19% 115
2021
Q1 		$5.95M Buy
54,483
+9,447
+21% +$992K 0.21% 111
2020
Q4 		$4.82M Sell
45,036
-2,500
-5% -$239K 0.26% 88
2020
Q3 		$4.02M Buy
47,536
+4,432
+10% +$354K 0.21% 106
2020
Q2 		$3.17M Buy
43,104
+894
+2% +$67.2K 0.21% 116
2020
Q1 		$2.77M Sell
42,210
-6,817
-14% -$551K 0.24% 104
2019
Q4 		$4.31M Buy
49,027
+9,676
+25% +$825K 0.37% 60
2019
Q3 		$3.48M Buy
39,351
+7,757
+25% +$719K 0.34% 63
2019
Q2 		$2.65M Sell
31,594
-1,827
-5% -$143K 0.29% 77
2019
Q1 		$2.49M Buy
33,421
+3,157
+10% +$217K 0.31% 73
2018
Q4 		$1.95M Sell
30,264
-1,545
-5% -$96.7K 0.28% 79
2018
Q3 		$1.81M Sell
31,809
-2,008
-6% -$106K 0.22% 104
2018
Q2 		$1.65M Sell
33,817
-9,068
-21% -$515K 0.22% 112
2018
Q1 		$2.48M Sell
42,885
-1,184
-3% -$68.4K 0.35% 72
2017
Q4 		$2.53M Sell
44,069
-1,215
-3% -$68.8K 0.34% 76
2017
Q3 		$2.43M Sell
45,284
-7,102
-14% -$394K 0.4% 59
2017
Q2 		$3.06M Sell
52,386
-3,624
-6% -$219K 0.55% 42
2017
Q1 		$3.27M Buy
56,010
+4,169
+8% +$236K 0.65% 35
2016
Q4 		$2.88M Sell
51,841
-1,204
-2% -$66.7K 0.59% 41
2016
Q3 		$2.87M Buy
53,045
+7,164
+16% +$401K 0.56% 34
2016
Q2 		$2.62M Sell
45,881
-4,947
-10% -$281K 0.53% 38
2016
Q1 		$2.81M Buy
50,828
+6,257
+14% +$364K 0.65% 33
2015
Q4 		$2.68M Buy
44,571
+2,292
+5% +$140K 0.54% 40
2015
Q3 		$2.4M Buy
42,279
+4,411
+12% +$247K 0.58% 31
2015
Q2 		$2.03M Buy
37,868
+10,794
+40% +$548K 0.51% 42
2015
Q1 		$1.28M Sell
27,074
-6,896
-20% -$310K 0.31% 81
2014
Q4 		$7.98K Buy
33,970
+18,572
+121% +$725K 0.17% 136
2014
Q3 		$581K Sell
15,398
-17,540
-53% -$678K 0.15% 178
2014
Q2 		$615K Buy
32,938
+15,948
+94% +$579K 0.14% 160
2014
Q1 		$623K Buy
16,990
+3,540
+26% +$131K 0.19% 127
2013
Q4 		$527K Buy
13,450
+976
+8% +$38.6K 0.17% 145
2013
Q3 		$480K Buy
12,474
+186
+2% +$6.68K 0.16% 151
2013
Q2 		$402K Buy
+12,288
New +$382K 0.14% 176

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. Riley Wealth Advisors's SBUX Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Starbucks (SBUX) stake by 9.1% in Q2 2026, selling an estimated $176K and leaving 17,604 shares worth $1.83M. The position accounts for 0.1% of the portfolio, ranked #195.

B. Riley Wealth Advisors first reported a position in SBUX in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.84M in Q4 2021. 839 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • B. Riley Wealth Advisors held 17,604 shares of Starbucks worth $1.83M as of Q2 2026.
  • B. Riley Wealth Advisors sold 1,752 Starbucks shares in Q2 2026, an estimated $176K.
  • Starbucks made up 0.1% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #195 holding.
  • B. Riley Wealth Advisors first reported a position in Starbucks in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Starbucks position peaked at $6.84M in Q4 2021.
  • 839 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.