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Cooper Financial Group’s Starbucks SBUX Stock Holding History

Cooper 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 		$477K Buy
4,667
+1,304
+39% +$131K 0.04% 268
2026
Q1 		$301K Buy
3,363
+580
+21% +$54.9K 0.03% 330
2025
Q4 		$234K Buy
+2,783
New +$235K 0.02% 341
2025
Q2 		– Sell
-2,126
Closed -$209K – 400
2025
Q1 		$209K Buy
+2,126
New +$220K 0.03% 361
2024
Q3 		– Sell
-8,200
Closed -$638K – 403
2024
Q2 		$638K Buy
8,200
+290
+4% +$23.6K 0.09% 187
2024
Q1 		$723K Buy
7,910
+654
+9% +$60.8K 0.12% 161
2023
Q4 		$697K Buy
7,256
+1,542
+27% +$150K 0.13% 154
2023
Q3 		$522K Buy
5,714
+71
+1% +$6.97K 0.13% 185
2023
Q2 		$559K Buy
5,643
+135
+2% +$14K 0.14% 171
2023
Q1 		$574K Buy
5,508
+486
+10% +$50.6K 0.15% 151
2022
Q4 		$498K Buy
5,022
+955
+23% +$90.1K 0.15% 145
2022
Q3 		$343K Buy
4,067
+603
+17% +$51.2K 0.12% 165
2022
Q2 		$265K Buy
3,464
+797
+30% +$61.2K 0.1% 198
2022
Q1 		$243K Buy
2,667
+8
+0.3% +$755 0.09% 209
2021
Q4 		$311K Sell
2,659
-1,553
-37% -$175K 0.12% 168
2021
Q3 		$465K Buy
4,212
+285
+7% +$33.4K 0.1% 134
2021
Q2 		$439K Buy
3,927
+495
+14% +$56K 0.09% 136
2021
Q1 		$375K Sell
3,432
-2,390
-41% -$251K 0.08% 156
2020
Q4 		$623K Buy
5,822
+2,167
+59% +$207K 0.13% 132
2020
Q3 		$314K Buy
3,655
+766
+27% +$61.1K 0.09% 149
2020
Q2 		$213K Buy
+2,889
New +$217K 0.07% 175
2019
Q4 		– Sell
-2,604
Closed -$230K – 162
2019
Q3 		$230K Buy
+2,604
New +$241K 0.1% 125

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

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

Cooper Financial Group increased its Starbucks (SBUX) stake by 39% in Q2 2026, buying an estimated $131K and bringing the position to 4,667 shares worth $477K. The position accounts for 0.04% of the portfolio, ranked #268.

Cooper Financial Group first reported a position in SBUX in Q3 2019 and has held it in 22 quarters since. The position peaked at $723K in Q1 2024. 803 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Cooper Financial Group held 4,667 shares of Starbucks worth $477K as of Q2 2026.
  • Cooper Financial Group bought 1,304 Starbucks shares in Q2 2026, an estimated $131K.
  • Starbucks made up 0.04% of Cooper Financial Group's portfolio in Q2 2026, its #268 holding.
  • Cooper Financial Group first reported a position in Starbucks in Q3 2019 and has held it in 22 quarters since.
  • Cooper Financial Group's Starbucks position peaked at $723K in Q1 2024.
  • 803 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.