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Baker Tilly Wealth Management’s Starbucks SBUX Stock Holding History

Baker Tilly 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 		$1.15M Sell
11,272
-755
-6% -$76K 0.24% 77
2026
Q1 		$1.08M Sell
12,027
-365
-3% -$34.5K 0.26% 73
2025
Q4 		$1.04M Sell
12,392
-168
-1% -$14.2K 0.26% 77
2025
Q3 		$1.06M Sell
12,560
-140
-1% -$12.5K 0.24% 76
2025
Q2 		$1.16M Buy
12,700
+451
+4% +$39.1K 0.42% 48
2025
Q1 		$1.2M Buy
12,249
+2,111
+21% +$218K 0.47% 45
2024
Q4 		$925K Sell
10,138
-585
-5% -$56.6K 0.36% 57
2024
Q3 		$1.05M Sell
10,723
-2,416
-18% -$207K 0.46% 50
2024
Q2 		$1.02M Sell
13,139
-11,286
-46% -$919K 0.42% 48
2024
Q1 		$2.23M Sell
24,425
-2,646
-10% -$246K 0.4% 60
2023
Q4 		$2.6M Sell
27,071
-1,849
-6% -$180K 0.43% 48
2023
Q3 		$2.64M Sell
28,920
-17,235
-37% -$1.69M 0.43% 48
2023
Q2 		$4.57M Sell
46,155
-482
-1% -$50K 0.48% 44
2023
Q1 		$4.86M Sell
46,637
-3,014
-6% -$314K 0.55% 39
2022
Q4 		$4.93M Buy
49,651
+6,560
+15% +$619K 0.61% 37
2022
Q3 		$3.63M Sell
43,091
-1,072
-2% -$91.1K 0.49% 44
2022
Q2 		$3.37M Buy
44,163
+2,807
+7% +$216K 0.44% 56
2022
Q1 		$3.76M Sell
41,356
-12,134
-23% -$1.15M 0.42% 54
2021
Q4 		$6.26M Buy
53,490
+6,162
+13% +$695K 0.67% 27
2021
Q3 		$5.22M Buy
47,328
+7,254
+18% +$849K 0.69% 19
2021
Q2 		$4.48M Buy
40,074
+3,359
+9% +$380K 0.72% 19
2021
Q1 		$4.01M Buy
36,715
+12,475
+51% +$1.31M 0.82% 17
2020
Q4 		$2.59M Buy
+24,240
New +$2.31M 0.8% 24

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

Baker Tilly Wealth Management's SBUX Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Starbucks (SBUX) stake by 6.3% in Q2 2026, selling an estimated $76K and leaving 11,272 shares worth $1.15M. The position accounts for 0.24% of the portfolio, ranked #77.

Baker Tilly Wealth Management first reported a position in SBUX in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.26M in Q4 2021. 839 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Baker Tilly Wealth Management held 11,272 shares of Starbucks worth $1.15M as of Q2 2026.
  • Baker Tilly Wealth Management sold 755 Starbucks shares in Q2 2026, an estimated $76K.
  • Starbucks made up 0.24% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Baker Tilly Wealth Management first reported a position in Starbucks in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Starbucks position peaked at $6.26M in Q4 2021.
  • 839 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.