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Buttonwood Financial Advisors’s Starbucks SBUX Stock Holding History

Buttonwood 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 		$1.19M Sell
11,644
-9,546
-45% -$961K 0.36% 54
2026
Q1 		$1.9M Sell
21,190
-2,735
-11% -$259K 0.64% 42
2025
Q4 		$2.01M Sell
23,925
-418
-2% -$35.3K 0.67% 36
2025
Q3 		$2.06M Sell
24,343
-995
-4% -$89.1K 0.71% 35
2025
Q2 		$2.32M Sell
25,338
-106
-0.4% -$9.19K 0.93% 30
2025
Q1 		$2.5M Sell
25,444
-578
-2% -$59.8K 1.1% 26
2024
Q4 		$2.37M Sell
26,022
-114
-0.4% -$11K 1.04% 29
2024
Q3 		$2.55M Sell
26,136
-277
-1% -$23.8K 1.11% 27
2024
Q2 		$2.06M Buy
26,413
+1,220
+5% +$99.4K 0.97% 30
2024
Q1 		$2.3M Sell
25,193
-128
-0.5% -$11.9K 1.08% 30
2023
Q4 		$2.43M Sell
25,321
-456
-2% -$44.4K 1.33% 24
2023
Q3 		$2.35M Buy
25,777
+597
+2% +$58.6K 1.49% 19
2023
Q2 		$2.49M Buy
25,180
+2,939
+13% +$305K 1.56% 16
2023
Q1 		$2.32M Sell
22,241
-1,306
-6% -$136K 1.8% 14
2022
Q4 		$2.34M Sell
23,547
-640
-3% -$60.4K 1.97% 13
2022
Q3 		$2.16M Buy
24,187
+75
+0.3% +$6.37K 1.95% 12
2022
Q2 		$1.84M Buy
24,112
+2,949
+14% +$226K 1.66% 18
2022
Q1 		$1.93M Buy
21,163
+562
+3% +$53K 1.74% 18
2021
Q4 		$2.41M Buy
+20,601
New +$2.32M 2.36% 11

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
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

Buttonwood Financial Advisors's SBUX Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its Starbucks (SBUX) stake by 45% in Q2 2026, selling an estimated $961K and leaving 11,644 shares worth $1.19M. The position accounts for 0.36% of the portfolio, ranked #54.

Buttonwood Financial Advisors first reported a position in SBUX in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.55M in Q3 2024. 599 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Buttonwood Financial Advisors held 11,644 shares of Starbucks worth $1.19M as of Q2 2026.
  • Buttonwood Financial Advisors sold 9,546 Starbucks shares in Q2 2026, an estimated $961K.
  • Starbucks made up 0.36% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #54 holding.
  • Buttonwood Financial Advisors first reported a position in Starbucks in Q4 2021 and has held it in 19 quarters since.
  • Buttonwood Financial Advisors's Starbucks position peaked at $2.55M in Q3 2024.
  • 599 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.