C1AG
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Client 1st Advisory Group’s Starbucks SBUX Stock Holding History

Client 1st Advisory 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 		$349K Buy
3,418
+5
+0.1% +$504 0.09% 99
2026
Q1 		$306K Sell
3,413
-56
-2% -$5.3K 0.09% 103
2025
Q4 		$292K Buy
3,469
+291
+9% +$24.5K 0.09% 113
2025
Q3 		$269K Buy
+3,178
New +$284K 0.09% 111

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Client 1st Advisory Group's SBUX Position: Q2 2026 in Review

Client 1st Advisory Group increased its Starbucks (SBUX) stake by 0.15% in Q2 2026, buying an estimated $504 and bringing the position to 3,418 shares worth $349K. The position accounts for 0.09% of the portfolio, ranked #99.

Client 1st Advisory Group first reported a position in SBUX in Q3 2025 and has held it in 4 quarters since. 515 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Client 1st Advisory Group held 3,418 shares of Starbucks worth $349K as of Q2 2026.
  • Client 1st Advisory Group bought 5 Starbucks shares in Q2 2026, an estimated $504.
  • Starbucks made up 0.09% of Client 1st Advisory Group's portfolio in Q2 2026, its #99 holding.
  • Client 1st Advisory Group first reported a position in Starbucks in Q3 2025 and has held it in 4 quarters since.
  • 515 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.