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Cary Street Partners Investment Advisory’s Starbucks SBUX Stock Holding History

Cary Street Partners Investment Advisory’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 		$521K Buy
5,103
+172
+3% +$17.3K 0.11% 193
2026
Q1 		$442K Buy
4,931
+1,012
+26% +$95.7K 0.11% 195
2025
Q4 		$330K Sell
3,919
-68
-2% -$5.74K 0.09% 225
2025
Q3 		$337K Buy
3,987
+222
+6% +$19.9K 0.14% 163
2025
Q2 		$345K Buy
3,765
+126
+3% +$10.9K 0.17% 149
2025
Q1 		$357K Buy
3,639
+1,659
+84% +$171K 0.21% 126
2024
Q4 		$181K Sell
1,980
-15,083
-88% -$1.46M 0.12% 195
2024
Q3 		$1.66M Buy
17,063
+503
+3% +$43.2K 0.06% 290
2024
Q2 		$1.29M Buy
16,560
+907
+6% +$73.9K 0.05% 312
2024
Q1 		$1.43M Sell
15,653
-57,298
-79% -$5.33M 0.06% 293
2023
Q4 		$7M Buy
72,951
+4,374
+6% +$426K 0.33% 80
2023
Q3 		$6.26M Buy
68,577
+2,601
+4% +$255K 0.34% 77
2023
Q2 		$6.54M Sell
65,976
-93
-0.1% -$9.65K 0.42% 59
2023
Q1 		$6.88M Buy
66,069
+459
+0.7% +$47.8K 0.49% 56
2022
Q4 		$6.51M Buy
65,610
+20,517
+45% +$1.94M 0.48% 60
2022
Q3 		$3.8M Buy
45,093
+34,857
+341% +$2.96M 0.31% 83
2022
Q2 		$782K Buy
10,236
+7,277
+246% +$559K 0.07% 242
2022
Q1 		$269K Sell
2,959
-200
-6% -$18.9K 0.07% 226
2021
Q4 		$369K Sell
3,159
-80
-2% -$9.02K 0.1% 186
2021
Q3 		$357K Buy
3,239
+250
+8% +$29.3K 0.12% 167
2021
Q2 		$334K Buy
2,989
+150
+5% +$17K 0.11% 179
2021
Q1 		$310K Sell
2,839
-2,303
-45% -$242K 0.13% 160
2020
Q4 		$550K Sell
5,142
-950
-16% -$90.7K 0.11% 175
2020
Q3 		$523K Buy
+6,092
New +$486K 0.11% 173
2020
Q1 		– Sell
-2,726
Closed -$240K – 115
2019
Q4 		$240K Buy
+2,726
New +$232K 0.26% 100

Other funds holding SBUX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Cary Street Partners Investment Advisory's SBUX Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Starbucks (SBUX) stake by 3.5% in Q2 2026, buying an estimated $17.3K and bringing the position to 5,103 shares worth $521K. The position accounts for 0.11% of the portfolio, ranked #193.

Cary Street Partners Investment Advisory first reported a position in SBUX in Q4 2019 and has held it in 25 quarters since. The position peaked at $7M in Q4 2023. 1,789 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Cary Street Partners Investment Advisory held 5,103 shares of Starbucks worth $521K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 172 Starbucks shares in Q2 2026, an estimated $17.3K.
  • Starbucks made up 0.11% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #193 holding.
  • Cary Street Partners Investment Advisory first reported a position in Starbucks in Q4 2019 and has held it in 25 quarters since.
  • Cary Street Partners Investment Advisory's Starbucks position peaked at $7M in Q4 2023.
  • 1,789 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.