Baron Wealth Management’s Starbucks SBUX Stock Holding History

Baron 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	$354K	Sell	3,466 -39	-1%	-$3.93K	0.09%	171
2026 Q1	$314K	Buy	3,505 +76	+2%	+$7.19K	0.09%	173
2025 Q4	$289K	Buy	3,429 +91	+3%	+$7.68K	0.09%	179
2025 Q3	$282K	Buy	3,338 +310	+10%	+$27.7K	0.09%	169
2025 Q2	$277K	Sell	3,028 -372	-11%	-$32.2K	0.1%	153
2025 Q1	$334K	Sell	3,400 -801	-19%	-$82.8K	0.15%	114
2024 Q4	$383K	Buy	4,201 +13	+0.3%	+$1.26K	0.18%	92
2024 Q3	$408K	Sell	4,188 -1	-0%	-$86	0.2%	80
2024 Q2	$326K	Sell	4,189 -74	-2%	-$6.03K	0.17%	96
2024 Q1	$390K	Sell	4,263 -30	-0.7%	-$2.79K	0.21%	84
2023 Q4	$412K	Buy	4,293 +49	+1%	+$4.77K	0.23%	68
2023 Q3	$387K	Buy	4,244 +90	+2%	+$8.83K	0.25%	61
2023 Q2	$412K	Buy	4,154 +28	+0.7%	+$2.91K	0.26%	60
2023 Q1	$430K	Sell	4,126 -1	-0%	-$104	0.3%	55
2022 Q4	$409K	Buy	+4,127	New	+$389K	0.31%	56

Other funds holding SBUX

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

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

Baron Wealth Management reduced its Starbucks (SBUX) stake by 1.1% in Q2 2026, selling an estimated $3.93K and leaving 3,466 shares worth $354K. The position accounts for 0.09% of the portfolio, ranked #171.

Baron Wealth Management first reported a position in SBUX in Q4 2022 and has held it in 15 quarters since. The position peaked at $430K in Q1 2023. 410 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Baron Wealth Management held 3,466 shares of Starbucks worth $354K as of Q2 2026.
Baron Wealth Management sold 39 Starbucks shares in Q2 2026, an estimated $3.93K.
Starbucks made up 0.09% of Baron Wealth Management's portfolio in Q2 2026, its #171 holding.
Baron Wealth Management first reported a position in Starbucks in Q4 2022 and has held it in 15 quarters since.
Baron Wealth Management's Starbucks position peaked at $430K in Q1 2023.
410 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.