Carolina Wealth Advisors’s Starbucks SBUX Stock Holding History

Carolina Wealth 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	$18.6K	Hold	182	–	–	0.01%	162
2026 Q1	$16.3K	Hold	182	–	–	0.01%	148
2025 Q4	$15.3K	Sell	182 -628	-78%	-$53K	0.01%	163
2025 Q3	$68.5K	Buy	810 +580	+252%	+$51.9K	0.03%	93
2025 Q2	$21.1K	Hold	230	–	–	0.01%	118
2025 Q1	$22.6K	Hold	230	–	–	0.01%	112
2024 Q4	$21K	Sell	230 -73	-24%	-$7.06K	0.01%	123
2024 Q3	$29.5K	Buy	303 +48	+19%	+$4.12K	0.02%	136
2024 Q2	$19.9K	Hold	255	–	–	0.01%	120
2024 Q1	$23.3K	Hold	255	–	–	0.01%	124
2023 Q4	$24.5K	Hold	255	–	–	0.01%	133
2023 Q3	$23.3K	Hold	255	–	–	0.01%	141
2023 Q2	$25.3K	Hold	255	–	–	0.02%	122
2023 Q1	$26.6K	Hold	255	–	–	0.02%	123
2022 Q4	$25K	Hold	255	–	–	0.02%	121
2022 Q3	$21K	Hold	255	–	–	0.02%	123
2022 Q2	$19K	Hold	255	–	–	0.01%	146
2022 Q1	$23K	Hold	255	–	–	0.01%	151
2021 Q4	$30K	Hold	255	–	–	0.02%	152
2021 Q3	$28K	Hold	255	–	–	0.02%	148
2021 Q2	$29K	Hold	255	–	–	0.02%	150
2021 Q1	$28K	Hold	255	–	–	0.02%	157
2020 Q4	$27K	Hold	255	–	–	0.02%	108
2020 Q3	$22K	Buy	255 +130	+104%	+$10.4K	0.02%	96
2020 Q2	$9K	Buy	125 +2	+2%	+$150	0.01%	120
2020 Q1	$8K	Buy	+123	New	+$9.95K	0.01%	116

Other funds holding SBUX

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

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

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Carolina Wealth Advisors's SBUX Position: Q2 2026 in Review

Carolina Wealth Advisors held its Starbucks (SBUX) position steady in Q2 2026 at 182 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #162.

Carolina Wealth Advisors first reported a position in SBUX in Q1 2020 and has held it in 26 quarters since. The position peaked at $68.5K in Q3 2025. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Carolina Wealth Advisors held 182 shares of Starbucks worth $18.6K as of Q2 2026.
Carolina Wealth Advisors left its Starbucks share count unchanged in Q2 2026.
Starbucks made up 0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #162 holding.
Carolina Wealth Advisors first reported a position in Starbucks in Q1 2020 and has held it in 26 quarters since.
Carolina Wealth Advisors's Starbucks position peaked at $68.5K in Q3 2025.
772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.