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Burney Company’s Starbucks SBUX Stock Holding History

Burney Company’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 		$239K Sell
2,342
-108
-4% -$10.9K 0.01% 569
2026
Q1 		$220K Sell
2,450
-1,048
-30% -$99.1K 0.01% 554
2025
Q4 		$295K Buy
3,498
+945
+37% +$79.7K 0.01% 528
2025
Q3 		$216K Buy
+2,553
New +$229K 0.01% 557
2025
Q2 		– Sell
-2,039
Closed -$200K – 605
2025
Q1 		$200K Buy
+2,039
New +$211K 0.01% 560
2024
Q3 		– Sell
-2,904
Closed -$226K – 614
2024
Q2 		$226K Sell
2,904
-250
-8% -$20.4K 0.01% 557
2024
Q1 		$288K Buy
3,154
+300
+11% +$27.9K 0.01% 528
2023
Q4 		$274K Sell
2,854
-4
-0.1% -$389 0.01% 512
2023
Q3 		$261K Sell
2,858
-8
-0.3% -$785 0.01% 501
2023
Q2 		$284K Hold
2,866
– – 0.01% 496
2023
Q1 		$298K Sell
2,866
-567
-17% -$59K 0.01% 490
2022
Q4 		$341K Sell
3,433
-668
-16% -$63K 0.02% 454
2022
Q3 		$346K Sell
4,101
-785
-16% -$66.7K 0.02% 461
2022
Q2 		$373K Sell
4,886
-15,826
-76% -$1.22M 0.02% 444
2022
Q1 		$1.88M Buy
20,712
+15,186
+275% +$1.43M 0.09% 243
2021
Q4 		$646K Sell
5,526
-617
-10% -$69.6K 0.03% 393
2021
Q3 		$678K Sell
6,143
-1,231
-17% -$144K 0.03% 370
2021
Q2 		$825K Sell
7,374
-605
-8% -$68.4K 0.04% 347
2021
Q1 		$872K Buy
7,979
+171
+2% +$18K 0.04% 328
2020
Q4 		$835K Sell
7,808
-1,169
-13% -$112K 0.05% 311
2020
Q3 		$771K Sell
8,977
-159
-2% -$12.7K 0.05% 309
2020
Q2 		$672K Sell
9,136
-1,605
-15% -$121K 0.04% 306
2020
Q1 		$706K Sell
10,741
-115
-1% -$9.3K 0.05% 264
2019
Q4 		$955K Sell
10,856
-251
-2% -$21.4K 0.05% 277
2019
Q3 		$982K Sell
11,107
-485
-4% -$45K 0.06% 260
2019
Q2 		$972K Buy
11,592
+2,069
+22% +$162K 0.06% 268
2019
Q1 		$708K Sell
9,523
-2,699
-22% -$186K 0.04% 294
2018
Q4 		$787K Buy
12,222
+1,138
+10% +$71.2K 0.06% 264
2018
Q3 		$630K Sell
11,084
-3,273
-23% -$173K 0.04% 300
2018
Q2 		$701K Sell
14,357
-29,943
-68% -$1.7M 0.04% 284
2018
Q1 		$2.56M Sell
44,300
-16,882
-28% -$976K 0.16% 168
2017
Q4 		$3.51M Buy
61,182
+4,891
+9% +$277K 0.2% 141
2017
Q3 		$3.07M Sell
56,291
-832
-1% -$46.1K 0.2% 142
2017
Q2 		$3.33M Sell
57,123
-1,689
-3% -$102K 0.22% 125
2017
Q1 		$3.43M Sell
58,812
-3,835
-6% -$217K 0.23% 120
2016
Q4 		$3.48M Buy
62,647
+25,908
+71% +$1.44M 0.24% 121
2016
Q3 		$1.98M Buy
36,739
+3,499
+11% +$196K 0.14% 154
2016
Q2 		$1.9M Buy
33,240
+4,768
+17% +$271K 0.14% 155
2016
Q1 		$1.7M Buy
28,472
+16,170
+131% +$942K 0.12% 168
2015
Q4 		$740K Buy
+12,302
New +$749K 0.05% 222
2014
Q1 		– Sell
-7,718
Closed -$303K – 411
2013
Q4 		$303K Sell
7,718
-190
-2% -$7.52K 0.03% 349
2013
Q3 		$304K Buy
+7,908
New +$284K 0.03% 336

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

Burney Company's SBUX Position: Q2 2026 in Review

Burney Company reduced its Starbucks (SBUX) stake by 4.4% in Q2 2026, selling an estimated $10.9K and leaving 2,342 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #569.

Burney Company first reported a position in SBUX in Q3 2013 and has held it in 42 quarters since. The position peaked at $3.51M in Q4 2017. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Burney Company held 2,342 shares of Starbucks worth $239K as of Q2 2026.
  • Burney Company sold 108 Starbucks shares in Q2 2026, an estimated $10.9K.
  • Starbucks made up 0.01% of Burney Company's portfolio in Q2 2026, its #569 holding.
  • Burney Company first reported a position in Starbucks in Q3 2013 and has held it in 42 quarters since.
  • Burney Company's Starbucks position peaked at $3.51M in Q4 2017.
  • 772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.