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Clayton Financial Group’s Starbucks SBUX Stock Holding History

Clayton Financial Group’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 		– Sell
-1,522
Closed -$136K – 468
2026
Q1 		$136K Hold
1,522
– – 0.07% 92
2025
Q4 		$128K Buy
+1,522
New +$128K 0.07% 96

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

Clayton Financial Group's SBUX Position: Q2 2026 in Review

Clayton Financial Group sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 1,522 shares — an estimated $136K sold.

Clayton Financial Group first reported a position in SBUX in Q4 2025 and held it in 2 quarters. The position peaked at $136K in Q1 2026. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Clayton Financial Group reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 1,522 Starbucks shares in Q2 2026, an estimated $136K.
  • Clayton Financial Group first reported a position in Starbucks in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Starbucks position peaked at $136K in Q1 2026.
  • 772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.