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Beacon Financial Strategies’s Starbucks SBUX Stock Holding History

Beacon Financial Strategies’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 		$53.1K Hold
520
– – 0.03% 94
2026
Q1 		$46.6K Hold
520
– – 0.03% 76
2025
Q4 		$43.8K Buy
+520
New +$43.9K 0.02% 82

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

Beacon Financial Strategies's SBUX Position: Q2 2026 in Review

Beacon Financial Strategies held its Starbucks (SBUX) position steady in Q2 2026 at 520 shares worth $53.1K. The position accounts for 0.03% of the portfolio, ranked #94.

Beacon Financial Strategies first reported a position in SBUX in Q4 2025 and has held it in 3 quarters since. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Beacon Financial Strategies held 520 shares of Starbucks worth $53.1K as of Q2 2026.
  • Beacon Financial Strategies left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up 0.03% of Beacon Financial Strategies's portfolio in Q2 2026, its #94 holding.
  • Beacon Financial Strategies first reported a position in Starbucks in Q4 2025 and has held it in 3 quarters since.
  • 772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.