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Community Financial Services Group’s Starbucks SBUX Stock Holding History

Community Financial Services 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 		$54.3K Buy
525
+45
+9% +$4.53K 0.01% 230
2026
Q1 		$43.4K Buy
+480
New +$45.4K 0.01% 199
2024
Q3 		– Sell
-6,463
Closed -$503K – 127
2024
Q2 		$503K Sell
6,463
-3,435
-35% -$280K 0.11% 95
2024
Q1 		$905K Buy
+9,898
New +$921K 0.21% 85
2023
Q3 		$6.17M Buy
+67,590
New +$6.63M 1.56% 22
2021
Q4 		$6.75M Buy
57,702
+2,374
+4% +$268K 1.69% 20
2021
Q3 		$6.1M Buy
55,328
+3,709
+7% +$434K 1.66% 21
2021
Q2 		$5.77M Buy
51,619
+28,122
+120% +$3.18M 1.61% 22
2021
Q1 		$2.57M Buy
23,497
+19,232
+451% +$2.02M 0.76% 36
2020
Q4 		$456K Buy
4,265
+400
+10% +$38.2K 0.14% 76
2020
Q3 		$332K Buy
+3,865
New +$308K 0.12% 76
2015
Q4 		– Sell
-1,070
Closed -$61K – 193
2015
Q3 		$61K Hold
1,070
– – 0.03% 112
2015
Q2 		$57K Hold
1,070
– – 0.03% 121
2015
Q1 		$51K Hold
1,070
– – 0.02% 128
2014
Q4 		$44K Hold
1,070
– – 0.02% 140
2014
Q3 		$40K Hold
1,070
– – 0.02% 134
2014
Q2 		$41K Buy
+1,070
New +$38.9K 0.02% 127

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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Community Financial Services Group's SBUX Position: Q2 2026 in Review

Community Financial Services Group increased its Starbucks (SBUX) stake by 9.4% in Q2 2026, buying an estimated $4.53K and bringing the position to 525 shares worth $54.3K. The position accounts for 0.01% of the portfolio, ranked #230.

Community Financial Services Group first reported a position in SBUX in Q2 2014 and has held it in 17 quarters since. The position peaked at $6.75M in Q4 2021. 555 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Community Financial Services Group held 525 shares of Starbucks worth $54.3K as of Q2 2026.
  • Community Financial Services Group bought 45 Starbucks shares in Q2 2026, an estimated $4.53K.
  • Starbucks made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #230 holding.
  • Community Financial Services Group first reported a position in Starbucks in Q2 2014 and has held it in 17 quarters since.
  • Community Financial Services Group's Starbucks position peaked at $6.75M in Q4 2021.
  • 555 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.