BSW Wealth Partners’s Starbucks SBUX Stock Holding History

BSW Wealth Partners’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	$204K	Buy	+1,996	New	+$201K	0.02%	320
2023 Q2	–	Sell	-6,389	Closed	-$665K	–	313
2023 Q1	$665K	Sell	6,389 -3,916	-38%	-$408K	0.14%	108
2022 Q4	$1.02M	Sell	10,305 -410	-4%	-$38.7K	0.22%	67
2022 Q3	$903K	Buy	10,715 +646	+6%	+$54.9K	0.22%	58
2022 Q2	$769K	Buy	10,069 +1,337	+15%	+$103K	0.18%	75
2022 Q1	$794K	Buy	8,732 +1,326	+18%	+$125K	0.2%	76
2021 Q4	$866K	Sell	7,406 -29	-0.4%	-$3.27K	0.22%	65
2021 Q3	$820K	Buy	7,435 +544	+8%	+$63.7K	0.23%	57
2021 Q2	$771K	Buy	6,891 +1,456	+27%	+$165K	0.21%	65
2021 Q1	$594K	Buy	5,435 +664	+14%	+$69.7K	0.17%	77
2020 Q4	$510K	Buy	4,771 +714	+18%	+$68.2K	0.16%	83
2020 Q3	$349K	Buy	4,057 +7	+0.2%	+$558	0.13%	92
2020 Q2	$298K	Buy	+4,050	New	+$304K	0.1%	105
2020 Q1	–	Sell	-3,444	Closed	-$303K	–	131
2019 Q4	$303K	Buy	+3,444	New	+$294K	0.1%	96
2019 Q1	–	Sell	-660	Closed	-$42K	–	106
2018 Q4	$42K	Sell	660 -4,656	-88%	-$291K	0.02%	93
2018 Q3	$302K	Buy	+5,316	New	+$281K	0.12%	80

Other funds holding SBUX

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

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

BSW Wealth Partners's SBUX Position: Q2 2026 in Review

BSW Wealth Partners opened a new position in Starbucks (SBUX) in Q2 2026: 1,996 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #320 among its holdings. This is a return to the name: BSW Wealth Partners previously reported a position in SBUX as recently as Q1 2023.

BSW Wealth Partners first reported a position in SBUX in Q3 2018 and has held it in 16 quarters since. The position peaked at $1.02M in Q4 2022. 410 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

BSW Wealth Partners held 1,996 shares of Starbucks worth $204K as of Q2 2026.
Starbucks was a new BSW Wealth Partners position in Q2 2026.
Starbucks made up 0.02% of BSW Wealth Partners's portfolio in Q2 2026, its #320 holding.
BSW Wealth Partners first reported a position in Starbucks in Q3 2018 and has held it in 16 quarters since.
BSW Wealth Partners's Starbucks position peaked at $1.02M in Q4 2022.
410 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.