BFG
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Birch Financial Group’s Starbucks SBUX Stock Holding History

Birch Financial Group’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 		$217K Sell
2,121
-1,481
-41% -$149K 0.11% 129
2026
Q1 		$323K Sell
3,602
-935
-21% -$88.4K 0.19% 95
2025
Q4 		$382K Buy
4,537
+324
+8% +$27.3K 0.22% 85
2025
Q3 		$356K Buy
4,213
+1,492
+55% +$134K 0.21% 84
2025
Q2 		$249K Buy
+2,721
New +$236K 0.2% 93

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RP
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CNB
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GI
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MAA
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QCM
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JC
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LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return