Core Wealth Partners’s Starbucks SBUX Stock Holding History

Core Wealth Partners’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	$618K	Buy	6,048 +25	+0.4%	+$2.52K	0.26%	87
2026 Q1	$540K	Buy	6,023 +69	+1%	+$6.53K	0.25%	88
2025 Q4	$501K	Buy	5,954 +29	+0.5%	+$2.45K	0.23%	91
2025 Q3	$501K	Buy	5,925 +27	+0.5%	+$2.42K	0.23%	93
2025 Q2	$540K	Buy	5,898 +14	+0.2%	+$1.21K	0.27%	78
2025 Q1	$577K	Buy	5,884 +10	+0.2%	+$1.03K	0.34%	73
2024 Q4	$536K	Buy	5,874 +11	+0.2%	+$1.06K	0.31%	70
2024 Q3	$572K	Buy	5,863 +1,422	+32%	+$122K	0.35%	66
2024 Q2	$346K	Buy	4,441 +445	+11%	+$36.2K	0.24%	87
2024 Q1	$365K	Buy	3,996 +184	+5%	+$17.1K	0.28%	76
2023 Q4	$366K	Buy	3,812 +10	+0.3%	+$973	0.3%	67
2023 Q3	$347K	Hold	3,802	–	–	0.32%	64
2023 Q2	$377K	Hold	3,802	–	–	0.35%	64
2023 Q1	$396K	Buy	+3,802	New	+$396K	0.4%	58

Other funds holding SBUX

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Core Wealth Partners's SBUX Position: Q2 2026 in Review

Core Wealth Partners increased its Starbucks (SBUX) stake by 0.42% in Q2 2026, buying an estimated $2.52K and bringing the position to 6,048 shares worth $618K. The position accounts for 0.26% of the portfolio, ranked #87.

Core Wealth Partners first reported a position in SBUX in Q1 2023 and has held it in 14 quarters since. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Core Wealth Partners held 6,048 shares of Starbucks worth $618K as of Q2 2026.
Core Wealth Partners bought 25 Starbucks shares in Q2 2026, an estimated $2.52K.
Starbucks made up 0.26% of Core Wealth Partners's portfolio in Q2 2026, its #87 holding.
Core Wealth Partners first reported a position in Starbucks in Q1 2023 and has held it in 14 quarters since.
772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.