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Clark & Stuart Inc’s Starbucks SBUX Stock Holding History

Clark & Stuart Inc’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 		$533K Buy
5,214
+64
+1% +$6.45K 0.33% 39
2026
Q1 		$461K Hold
5,150
– – 0.31% 39
2025
Q4 		$434K Sell
5,150
-408
-7% -$34.4K 0.3% 40
2025
Q3 		$470K Hold
5,558
– – 0.34% 39
2025
Q2 		$509K Hold
5,558
– – 0.38% 34
2025
Q1 		$545K Hold
5,558
– – 0.4% 33
2024
Q4 		$507K Buy
+5,558
New +$538K 0.37% 34

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

Clark & Stuart Inc's SBUX Position: Q2 2026 in Review

Clark & Stuart Inc increased its Starbucks (SBUX) stake by 1.2% in Q2 2026, buying an estimated $6.45K and bringing the position to 5,214 shares worth $533K. The position accounts for 0.33% of the portfolio, ranked #39.

Clark & Stuart Inc first reported a position in SBUX in Q4 2024 and has held it in 7 quarters since. The position peaked at $545K in Q1 2025. 605 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Clark & Stuart Inc held 5,214 shares of Starbucks worth $533K as of Q2 2026.
  • Clark & Stuart Inc bought 64 Starbucks shares in Q2 2026, an estimated $6.45K.
  • Starbucks made up 0.33% of Clark & Stuart Inc's portfolio in Q2 2026, its #39 holding.
  • Clark & Stuart Inc first reported a position in Starbucks in Q4 2024 and has held it in 7 quarters since.
  • Clark & Stuart Inc's Starbucks position peaked at $545K in Q1 2025.
  • 605 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Clark & Stuart Inc's 13F filing for Q2 2026, filed 14 Jul 2026.