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Castleview Partners’s Starbucks SBUX Stock Holding History

Castleview Partners’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 		$354K Buy
3,467
+311
+10% +$31.3K 0.16% 145
2026
Q1 		$283K Sell
3,156
-625
-17% -$59.1K 0.14% 154
2025
Q4 		$318K Sell
3,781
-469
-11% -$39.6K 0.16% 134
2025
Q3 		$360K Buy
4,250
+332
+8% +$29.7K 0.2% 104
2025
Q2 		$359K Buy
3,918
+1,866
+91% +$162K 0.23% 107
2025
Q1 		$201K Buy
2,052
+1,901
+1,259% +$197K 0.14% 169
2024
Q4 		$13.9K Sell
151
-20
-12% -$1.94K 0.01% 531
2024
Q3 		$16.7K Sell
171
-6
-3% -$515 0.01% 471
2024
Q2 		$13.8K Buy
177
+92
+108% +$7.49K 0.01% 477
2024
Q1 		$7.77K Sell
85
-65
-43% -$6.05K ﹤0.01% 559
2023
Q4 		$14.4K Buy
150
+6
+4% +$584 0.01% 472
2023
Q3 		$13.1K Sell
144
-1,083
-88% -$106K 0.01% 398
2023
Q2 		$122K Sell
1,227
-40
-3% -$4.15K 0.11% 163
2023
Q1 		$132K Sell
1,267
-166
-12% -$17.3K 0.12% 153
2022
Q4 		$142K Sell
1,433
-637
-31% -$60.1K 0.14% 139
2022
Q3 		$174K Buy
2,070
+1,301
+169% +$111K 0.17% 132
2022
Q2 		$16.1K Sell
769
-1,248
-62% -$95.8K 0.01% 410
2022
Q1 		$183K Sell
2,017
-909,640
-100% -$85.8M 0.11% 181
2021
Q4 		$7.79K Buy
+911,657
New +$103M 0.06% 117
2021
Q2 		$796K Buy
+7,120
New +$805K 0.35% 56

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Castleview Partners's SBUX Position: Q2 2026 in Review

Castleview Partners increased its Starbucks (SBUX) stake by 9.9% in Q2 2026, buying an estimated $31.3K and bringing the position to 3,467 shares worth $354K. The position accounts for 0.16% of the portfolio, ranked #145.

Castleview Partners first reported a position in SBUX in Q2 2021 and has held it in 20 quarters since. The position peaked at $796K in Q2 2021. 474 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Castleview Partners held 3,467 shares of Starbucks worth $354K as of Q2 2026.
  • Castleview Partners bought 311 Starbucks shares in Q2 2026, an estimated $31.3K.
  • Starbucks made up 0.16% of Castleview Partners's portfolio in Q2 2026, its #145 holding.
  • Castleview Partners first reported a position in Starbucks in Q2 2021 and has held it in 20 quarters since.
  • Castleview Partners's Starbucks position peaked at $796K in Q2 2021.
  • 474 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.