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Cardinal Point Capital Management’s Starbucks SBUX Stock Holding History

Cardinal Point Capital Management’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 		$457K Hold
4,475
– – 0.03% 194
2026
Q1 		$401K Sell
4,475
-765
-15% -$72.4K 0.02% 193
2025
Q4 		$441K Sell
5,240
-405
-7% -$34.2K 0.03% 167
2025
Q3 		$478K Sell
5,645
-785
-12% -$70.3K 0.03% 158
2025
Q2 		$589K Buy
+6,430
New +$557K 0.05% 131

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

Cardinal Point Capital Management's SBUX Position: Q2 2026 in Review

Cardinal Point Capital Management held its Starbucks (SBUX) position steady in Q2 2026 at 4,475 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #194.

Cardinal Point Capital Management first reported a position in SBUX in Q2 2025 and has held it in 5 quarters since. The position peaked at $589K in Q2 2025. 840 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Cardinal Point Capital Management held 4,475 shares of Starbucks worth $457K as of Q2 2026.
  • Cardinal Point Capital Management left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up 0.03% of Cardinal Point Capital Management's portfolio in Q2 2026, its #194 holding.
  • Cardinal Point Capital Management first reported a position in Starbucks in Q2 2025 and has held it in 5 quarters since.
  • Cardinal Point Capital Management's Starbucks position peaked at $589K in Q2 2025.
  • 840 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.