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Beaird Harris Wealth Management’s Starbucks SBUX Stock Holding History

Beaird Harris 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 		$126K Buy
1,230
+22
+2% +$2.22K 0.01% 187
2026
Q1 		$108K Hold
1,208
– – 0.01% 182
2025
Q4 		$102K Sell
1,208
-209
-15% -$17.6K 0.01% 191
2025
Q3 		$120K Buy
1,417
+98
+7% +$8.77K 0.01% 169
2025
Q2 		$121K Sell
1,319
-152
-10% -$13.2K 0.01% 164
2025
Q1 		$144K Buy
1,471
+12
+0.8% +$1.24K 0.01% 142
2024
Q4 		$133K Buy
1,459
+230
+19% +$22.3K 0.01% 146
2024
Q3 		$120K Sell
1,229
-59
-5% -$5.06K 0.01% 160
2024
Q2 		$100K Sell
1,288
-41
-3% -$3.34K 0.01% 162
2024
Q1 		$121K Buy
1,329
+40
+3% +$3.72K 0.01% 143
2023
Q4 		$124K Buy
1,289
+22
+2% +$2.14K 0.01% 131
2023
Q3 		$116K Sell
1,267
-176
-12% -$17.3K 0.01% 122
2023
Q2 		$143K Sell
1,443
-99
-6% -$10.3K 0.02% 117
2023
Q1 		$161K Sell
1,542
-2
-0.1% -$208 0.03% 99
2022
Q4 		$153K Buy
1,544
+133
+9% +$12.6K 0.03% 105
2022
Q3 		$119K Buy
1,411
+18
+1% +$1.53K 0.03% 102
2022
Q2 		$106K Sell
1,393
-107
-7% -$8.22K 0.03% 91
2022
Q1 		$136K Sell
1,500
-356
-19% -$33.6K 0.05% 105
2021
Q4 		$217K Buy
+1,856
New +$209K 0.08% 113

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

Beaird Harris Wealth Management's SBUX Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Starbucks (SBUX) stake by 1.8% in Q2 2026, buying an estimated $2.22K and bringing the position to 1,230 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #187.

Beaird Harris Wealth Management first reported a position in SBUX in Q4 2021 and has held it in 19 quarters since. The position peaked at $217K in Q4 2021. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Beaird Harris Wealth Management held 1,230 shares of Starbucks worth $126K as of Q2 2026.
  • Beaird Harris Wealth Management bought 22 Starbucks shares in Q2 2026, an estimated $2.22K.
  • Starbucks made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #187 holding.
  • Beaird Harris Wealth Management first reported a position in Starbucks in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Starbucks position peaked at $217K in Q4 2021.
  • 772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.