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Commonwealth Financial Services’s Starbucks SBUX Stock Holding History

Commonwealth Financial Services’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 		$355K Buy
3,474
+349
+11% +$35.1K 0.05% 190
2026
Q1 		$280K Buy
3,125
+258
+9% +$24.4K 0.04% 188
2025
Q4 		$241K Sell
2,867
-356
-11% -$30K 0.04% 196
2025
Q3 		$273K Buy
3,223
+825
+34% +$73.8K 0.05% 177
2025
Q2 		$220K Sell
2,398
-391
-14% -$33.9K 0.04% 191
2025
Q1 		$274K Sell
2,789
-121
-4% -$12.5K 0.06% 155
2024
Q4 		$266K Buy
2,910
+531
+22% +$51.4K 0.05% 158
2024
Q3 		$232K Buy
+2,379
New +$204K 0.05% 176
2024
Q2 		– Sell
-3,092
Closed -$297K – 205
2024
Q1 		$297K Hold
3,092
– – 0.07% 136
2023
Q4 		$297K Sell
3,092
-148
-5% -$14.4K 0.07% 136
2023
Q3 		$296K Buy
+3,240
New +$318K 0.09% 134
2017
Q1 		$3K Hold
56
– – ﹤0.01% 249
2016
Q4 		$3K Buy
+56
New +$3.1K ﹤0.01% 229

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

Commonwealth Financial Services's SBUX Position: Q2 2026 in Review

Commonwealth Financial Services increased its Starbucks (SBUX) stake by 11% in Q2 2026, buying an estimated $35.1K and bringing the position to 3,474 shares worth $355K. The position accounts for 0.05% of the portfolio, ranked #190.

Commonwealth Financial Services first reported a position in SBUX in Q4 2016 and has held it in 13 quarters since. 474 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Commonwealth Financial Services held 3,474 shares of Starbucks worth $355K as of Q2 2026.
  • Commonwealth Financial Services bought 349 Starbucks shares in Q2 2026, an estimated $35.1K.
  • Starbucks made up 0.05% of Commonwealth Financial Services's portfolio in Q2 2026, its #190 holding.
  • Commonwealth Financial Services first reported a position in Starbucks in Q4 2016 and has held it in 13 quarters since.
  • 474 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.