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Cornerstone Wealth Management’s Starbucks SBUX Stock Holding History

Cornerstone Wealth Management’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 		$330K Sell
3,232
-1,025
-24% -$103K 0.01% 584
2026
Q1 		$381K Sell
4,257
-135
-3% -$12.8K 0.02% 517
2025
Q4 		$370K Sell
4,392
-261
-6% -$22K 0.02% 495
2025
Q3 		$394K Buy
4,653
+76
+2% +$6.8K 0.02% 474
2025
Q2 		$419K Buy
4,577
+91
+2% +$7.89K 0.03% 432
2025
Q1 		$440K Sell
4,486
-1,027
-19% -$106K 0.03% 391
2024
Q4 		$503K Sell
5,513
-158
-3% -$15.3K 0.03% 353
2024
Q3 		$553K Buy
5,671
+252
+5% +$21.6K 0.04% 330
2024
Q2 		$422K Buy
5,419
+533
+11% +$43.4K 0.03% 365
2024
Q1 		$447K Sell
4,886
-314
-6% -$29.2K 0.04% 351
2023
Q4 		$499K Sell
5,200
-48
-0.9% -$4.67K 0.04% 323
2023
Q3 		$479K Buy
5,248
+61
+1% +$5.99K 0.05% 314
2023
Q2 		$514K Sell
5,187
-547
-10% -$56.8K 0.05% 305
2023
Q1 		$597K Buy
+5,734
New +$597K 0.06% 256
2022
Q3 		$555K Sell
6,591
-184
-3% -$15.6K 0.06% 235
2022
Q2 		$518K Buy
6,775
+460
+7% +$35.3K 0.06% 253
2022
Q1 		$574K Sell
6,315
-222
-3% -$20.9K 0.06% 255
2021
Q4 		$765K Sell
6,537
-228
-3% -$25.7K 0.07% 220
2021
Q3 		$746K Sell
6,765
-3
-0% -$351 0.08% 218
2021
Q2 		$757K Buy
6,768
+505
+8% +$57.1K 0.08% 223
2021
Q1 		$684K Buy
6,263
+916
+17% +$96.2K 0.08% 221
2020
Q4 		$572K Sell
5,347
-44
-0.8% -$4.2K 0.07% 226
2020
Q3 		$463K Sell
5,391
-48
-0.9% -$3.83K 0.07% 228
2020
Q2 		$400K Sell
5,439
-1,663
-23% -$125K 0.06% 244
2020
Q1 		$467K Buy
7,102
+1,825
+35% +$148K 0.09% 206
2019
Q4 		$464K Buy
5,277
+100
+2% +$8.53K 0.08% 218
2019
Q3 		$458K Hold
5,177
– – 0.08% 218
2019
Q2 		$433K Sell
5,177
-2,358
-31% -$185K 0.08% 226
2019
Q1 		$816K Buy
7,535
+658
+10% +$45.2K 0.1% 210
2018
Q4 		$442K Sell
6,877
-337,542
-98% -$21.1M 0.09% 213
2018
Q3 		$6.26M Buy
344,419
+14,619
+4% +$773K 0.08% 243
2018
Q2 		$6.72M Buy
329,800
+323,945
+5,533% +$18.4M 0.08% 260
2018
Q1 		$326K Sell
5,855
-60
-1% -$3.47K 0.06% 282
2017
Q4 		$352K Sell
5,915
-345
-6% -$19.5K 0.07% 278
2017
Q3 		$342K Buy
6,260
+316
+5% +$17.5K 0.07% 265
2017
Q2 		$343K Buy
5,944
+1,070
+22% +$64.7K 0.08% 250
2017
Q1 		$281K Buy
4,874
+443
+10% +$25.1K 0.07% 261
2016
Q4 		$246K Buy
4,431
+520
+13% +$28.8K 0.08% 235
2016
Q3 		$209K Buy
+3,911
New +$219K 0.08% 249

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

Cornerstone Wealth Management's SBUX Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Starbucks (SBUX) stake by 24% in Q2 2026, selling an estimated $103K and leaving 3,232 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #584.

Cornerstone Wealth Management first reported a position in SBUX in Q3 2016 and has held it in 39 quarters since. The position peaked at $6.72M in Q2 2018. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Cornerstone Wealth Management held 3,232 shares of Starbucks worth $330K as of Q2 2026.
  • Cornerstone Wealth Management sold 1,025 Starbucks shares in Q2 2026, an estimated $103K.
  • Starbucks made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #584 holding.
  • Cornerstone Wealth Management first reported a position in Starbucks in Q3 2016 and has held it in 39 quarters since.
  • Cornerstone Wealth Management's Starbucks position peaked at $6.72M in Q2 2018.
  • 772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.