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Bartlett & Co Wealth Management’s Starbucks SBUX Stock Holding History

Bartlett & Co 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 		$4.6M Sell
45,062
-6,299
-12% -$634K 0.06% 151
2026
Q1 		$5.39M Sell
51,361
-3,344
-6% -$316K 0.07% 137
2025
Q4 		$4.61M Sell
54,705
-6,370
-10% -$537K 0.06% 145
2025
Q3 		$5.17M Sell
61,075
-2,753
-4% -$246K 0.07% 140
2025
Q2 		$5.85M Sell
63,828
-3,620
-5% -$314K 0.08% 129
2025
Q1 		$6.62M Sell
67,448
-2,576
-4% -$266K 0.1% 121
2024
Q4 		$6.39M Sell
70,024
-4,865
-6% -$471K 0.09% 121
2024
Q3 		$7.3M Sell
74,889
-5,785
-7% -$496K 0.1% 114
2024
Q2 		$6.28M Sell
80,674
-21,821
-21% -$1.78M 0.1% 121
2024
Q1 		$9.37M Sell
102,495
-1,868
-2% -$174K 0.14% 106
2023
Q4 		$10M Sell
104,363
-5,832
-5% -$568K 0.16% 97
2023
Q3 		$10.1M Sell
110,195
-1,951
-2% -$191K 0.18% 92
2023
Q2 		$11.1M Sell
112,146
-1,523
-1% -$158K 0.19% 91
2023
Q1 		$11.8M Buy
113,669
+18
+0% +$1.87K 0.23% 85
2022
Q4 		$11.3M Sell
113,651
-1,469
-1% -$139K 0.23% 86
2022
Q3 		$9.7M Sell
115,120
-1,539
-1% -$131K 0.21% 90
2022
Q2 		$8.91M Sell
116,659
-102,177
-47% -$7.85M 0.18% 99
2022
Q1 		$19.9M Sell
218,836
-63,569
-23% -$6M 0.35% 69
2021
Q4 		$33M Buy
282,405
+7,438
+3% +$839K 0.56% 55
2021
Q3 		$30.3M Sell
274,967
-4,845
-2% -$567K 0.58% 58
2021
Q2 		$31.3M Sell
279,812
-6,985
-2% -$790K 0.6% 55
2021
Q1 		$31.3M Sell
286,797
-4,534
-2% -$476K 0.63% 54
2020
Q4 		$31.2M Sell
291,331
-2,404
-0.8% -$230K 0.66% 52
2020
Q3 		$25.2M Sell
293,735
-8,925
-3% -$712K 0.59% 52
2020
Q2 		$22.3M Sell
302,660
-2,506
-0.8% -$188K 0.58% 51
2020
Q1 		$20.1M Sell
305,166
-18,912
-6% -$1.53M 0.61% 49
2019
Q4 		$28.5M Sell
324,078
-6,643
-2% -$566K 0.7% 46
2019
Q3 		$29.2M Buy
330,721
+320,685
+3,195% +$29.7M 0.77% 44
2019
Q2 		$841K Buy
10,036
+27
+0.3% +$2.12K 0.03% 179
2019
Q1 		$744K Buy
10,009
+37
+0.4% +$2.54K 0.03% 182
2018
Q4 		$642K Sell
9,972
-170
-2% -$10.6K 0.03% 185
2018
Q3 		$576K Buy
10,142
+170
+2% +$8.99K 0.02% 197
2018
Q2 		$487K Sell
9,972
-95
-0.9% -$5.39K 0.02% 204
2018
Q1 		$583K Buy
+10,067
New +$582K 0.02% 187

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

Bartlett & Co Wealth Management's SBUX Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Starbucks (SBUX) stake by 12% in Q2 2026, selling an estimated $634K and leaving 45,062 shares worth $4.6M. The position accounts for 0.06% of the portfolio, ranked #151.

Bartlett & Co Wealth Management first reported a position in SBUX in Q1 2018 and has held it in 34 quarters since. The position peaked at $33M in Q4 2021. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Bartlett & Co Wealth Management held 45,062 shares of Starbucks worth $4.6M as of Q2 2026.
  • Bartlett & Co Wealth Management sold 6,299 Starbucks shares in Q2 2026, an estimated $634K.
  • Starbucks made up 0.06% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Bartlett & Co Wealth Management first reported a position in Starbucks in Q1 2018 and has held it in 34 quarters since.
  • Bartlett & Co Wealth Management's Starbucks position peaked at $33M in Q4 2021.
  • 772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.