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Cyndeo Wealth Partners’s Starbucks SBUX Stock Holding History

Cyndeo 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 		$660K Buy
6,462
+69
+1% +$6.95K 0.03% 312
2026
Q1 		$573K Sell
6,393
-659
-9% -$62.3K 0.03% 304
2025
Q4 		$594K Sell
7,052
-1,201
-15% -$101K 0.03% 300
2025
Q3 		$698K Sell
8,253
-127
-2% -$11.4K 0.04% 274
2025
Q2 		$768K Sell
8,380
-1,236
-13% -$107K 0.05% 259
2025
Q1 		$943K Sell
9,616
-2,970
-24% -$307K 0.06% 220
2024
Q4 		$1.15M Buy
12,586
+1,023
+9% +$99K 0.08% 204
2024
Q3 		$1.13M Sell
11,563
-49,840
-81% -$4.28M 0.08% 205
2024
Q2 		$4.78M Buy
61,403
+7,405
+14% +$603K 0.37% 81
2024
Q1 		$4.93M Buy
53,998
+952
+2% +$88.5K 0.41% 79
2023
Q4 		$5.09M Buy
53,046
+10,854
+26% +$1.06M 0.47% 64
2023
Q3 		$3.85M Sell
42,192
-26,491
-39% -$2.6M 0.4% 84
2023
Q2 		$6.8M Buy
68,683
+11,776
+21% +$1.22M 0.71% 45
2023
Q1 		$5.93M Buy
56,907
+26,517
+87% +$2.76M 0.64% 46
2022
Q4 		$3.01M Buy
+30,390
New +$2.87M 0.35% 94

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

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

Cyndeo Wealth Partners increased its Starbucks (SBUX) stake by 1.1% in Q2 2026, buying an estimated $6.95K and bringing the position to 6,462 shares worth $660K. The position accounts for 0.03% of the portfolio, ranked #312.

Cyndeo Wealth Partners first reported a position in SBUX in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.8M in Q2 2023. 852 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Cyndeo Wealth Partners held 6,462 shares of Starbucks worth $660K as of Q2 2026.
  • Cyndeo Wealth Partners bought 69 Starbucks shares in Q2 2026, an estimated $6.95K.
  • Starbucks made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #312 holding.
  • Cyndeo Wealth Partners first reported a position in Starbucks in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Starbucks position peaked at $6.8M in Q2 2023.
  • 852 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.