Benedict Financial Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.68M | Sell |
45,830
-483
| -1% | -$48.6K | 0.91% | 36 |
|
|
2026
Q1 | $4.15M | Sell |
46,313
-296
| -0.6% | -$28K | 0.86% | 37 |
|
|
2025
Q4 | $3.92M | Sell |
46,609
-1,071
| -2% | -$90.3K | 0.83% | 40 |
|
|
2025
Q3 | $4.03M | Buy |
47,680
+865
| +2% | +$77.4K | 0.87% | 39 |
|
|
2025
Q2 | $4.29M | Buy |
46,815
+645
| +1% | +$55.9K | 0.97% | 36 |
|
|
2025
Q1 | $4.53M | Buy |
46,170
+662
| +1% | +$68.4K | 1.05% | 31 |
|
|
2024
Q4 | $4.15M | Buy |
45,508
+1,493
| +3% | +$144K | 1.01% | 33 |
|
|
2024
Q3 | $4.29M | Buy |
44,015
+4,883
| +12% | +$419K | 1.01% | 32 |
|
|
2024
Q2 | $3.05M | Buy |
39,132
+4,330
| +12% | +$353K | 0.77% | 48 |
|
|
2024
Q1 | $3.18M | Sell |
34,802
-133
| -0.4% | -$12.4K | 0.81% | 48 |
|
|
2023
Q4 | $3.35M | Buy |
34,935
+345
| +1% | +$33.6K | 0.91% | 40 |
|
|
2023
Q3 | $3.16M | Buy |
34,590
+51
| +0.1% | +$5.01K | 0.91% | 41 |
|
|
2023
Q2 | $3.42M | Buy |
34,539
+498
| +1% | +$51.7K | 0.94% | 41 |
|
|
2023
Q1 | $3.54M | Buy |
34,041
+3,789
| +13% | +$394K | 1% | 37 |
|
|
2022
Q4 | $3M | Buy |
30,252
+1,072
| +4% | +$101K | 0.89% | 45 |
|
|
2022
Q3 | $2.46M | Buy |
29,180
+1,200
| +4% | +$102K | 0.79% | 49 |
|
|
2022
Q2 | $2.14M | Buy |
27,980
+1,825
| +7% | +$140K | 0.63% | 56 |
|
|
2022
Q1 | $2.38M | Buy |
26,155
+337
| +1% | +$31.8K | 0.64% | 57 |
|
|
2021
Q4 | $3.02M | Buy |
25,818
+159
| +0.6% | +$17.9K | 0.79% | 51 |
|
|
2021
Q3 | $2.83M | Sell |
25,659
-89
| -0.3% | -$10.4K | 0.79% | 50 |
|
|
2021
Q2 | $2.88M | Sell |
25,748
-260
| -1% | -$29.4K | 0.8% | 48 |
|
|
2021
Q1 | $2.84M | Buy |
26,008
+1,551
| +6% | +$163K | 0.82% | 48 |
|
|
2020
Q4 | $2.62M | Sell |
24,457
-13
| -0.1% | -$1.24K | 0.94% | 40 |
|
|
2020
Q3 | $2.1M | Buy |
24,470
+1,786
| +8% | +$142K | 0.81% | 44 |
|
|
2020
Q2 | $1.67M | Buy |
22,684
+2,567
| +13% | +$193K | 0.69% | 48 |
|
|
2020
Q1 | $1.32M | Buy |
20,117
+2,782
| +16% | +$225K | 0.62% | 53 |
|
|
2019
Q4 | $1.52M | Buy |
17,335
+421
| +2% | +$35.9K | 0.59% | 52 |
|
|
2019
Q3 | $1.5M | Sell |
16,914
-126
| -0.7% | -$11.7K | 0.61% | 55 |
|
|
2019
Q2 | $1.43M | Buy |
17,040
+4,498
| +36% | +$353K | 0.6% | 59 |
|
|
2019
Q1 | $932K | Buy |
12,542
+5,158
| +70% | +$355K | 0.4% | 76 |
|
|
2018
Q4 | $476K | Buy |
+7,384
| New | +$462K | 0.23% | 84 |
|
Other funds holding SBUX
Benedict Financial Advisors's SBUX Position: Q2 2026 in Review
Benedict Financial Advisors reduced its Starbucks (SBUX) stake by 1% in Q2 2026, selling an estimated $48.6K and leaving 45,830 shares worth $4.68M. The position accounts for 0.91% of the portfolio, ranked #36.
Benedict Financial Advisors first reported a position in SBUX in Q4 2018 and has held it in 31 quarters since. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.
- Benedict Financial Advisors held 45,830 shares of Starbucks worth $4.68M as of Q2 2026.
- Benedict Financial Advisors sold 483 Starbucks shares in Q2 2026, an estimated $48.6K.
- Starbucks made up 0.91% of Benedict Financial Advisors's portfolio in Q2 2026, its #36 holding.
- Benedict Financial Advisors first reported a position in Starbucks in Q4 2018 and has held it in 31 quarters since.
- 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.
Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.