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Benedict Financial Advisors’s Starbucks SBUX Stock Holding History

Benedict Financial Advisors’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 		$4.68M 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GI
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

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. 410 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.
  • 410 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.