Cypress Wealth Services’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-7,115
| Closed | -$637K | – | 446 |
|
|
2026
Q1 | $637K | Buy |
7,115
+1,608
| +29% | +$152K | 0.09% | 180 |
|
|
2025
Q4 | $464K | Sell |
5,507
-1,630
| -23% | -$138K | 0.06% | 217 |
|
|
2025
Q3 | $604K | Buy |
7,137
+19
| +0.3% | +$1.7K | 0.1% | 159 |
|
|
2025
Q2 | $652K | Buy |
7,118
+515
| +8% | +$44.6K | 0.12% | 136 |
|
|
2025
Q1 | $648K | Buy |
6,603
+23
| +0.3% | +$2.38K | 0.13% | 130 |
|
|
2024
Q4 | $600K | Sell |
6,580
-133
| -2% | -$12.9K | 0.12% | 131 |
|
|
2024
Q3 | $654K | Sell |
6,713
-229
| -3% | -$19.6K | 0.14% | 114 |
|
|
2024
Q2 | $540K | Buy |
6,942
+850
| +14% | +$69.2K | 0.12% | 130 |
|
|
2024
Q1 | $557K | Buy |
6,092
+512
| +9% | +$47.6K | 0.13% | 129 |
|
|
2023
Q4 | $536K | Buy |
5,580
+351
| +7% | +$34.2K | 0.13% | 137 |
|
|
2023
Q3 | $477K | Buy |
5,229
+97
| +2% | +$9.52K | 0.13% | 139 |
|
|
2023
Q2 | $518K | Buy |
5,132
+977
| +24% | +$101K | 0.14% | 136 |
|
|
2023
Q1 | $433K | Sell |
4,155
-137
| -3% | -$14.3K | 0.13% | 141 |
|
|
2022
Q4 | $426K | Buy |
4,292
+135
| +3% | +$12.7K | 0.14% | 142 |
|
|
2022
Q3 | $362K | Buy |
4,157
+80
| +2% | +$6.8K | 0.12% | 143 |
|
|
2022
Q2 | $311K | Buy |
+4,077
| New | +$313K | 0.1% | 169 |
|
|
2022
Q1 | – | Sell |
-1,744
| Closed | -$204K | – | 254 |
|
|
2021
Q4 | $204K | Buy |
+1,744
| New | +$197K | 0.06% | 218 |
|
|
2021
Q3 | – | Sell |
-9,231
| Closed | -$1.03M | – | 257 |
|
|
2021
Q2 | $1.03M | Sell |
9,231
-4,162
| -31% | -$471K | 0.28% | 69 |
|
|
2021
Q1 | $1.46M | Sell |
13,393
-65
| -0.5% | -$6.83K | 0.31% | 72 |
|
|
2020
Q4 | $1.44M | Buy |
+13,458
| New | +$1.28M | 0.32% | 64 |
|
|
2020
Q3 | – | Sell |
-13,368
| Closed | -$1.07M | – | 451 |
|
|
2020
Q2 | $984K | Buy |
13,368
+7
| +0.1% | +$526 | 0.23% | 96 |
|
|
2020
Q1 | $878K | Buy |
13,361
+1,040
| +8% | +$84.1K | 0.26% | 95 |
|
|
2019
Q4 | $1.08M | Buy |
12,321
+2
| +0% | +$171 | 0.27% | 94 |
|
|
2019
Q3 | $1.09M | Sell |
12,319
-2,398
| -16% | -$222K | 0.3% | 95 |
|
|
2019
Q2 | $1.23M | Sell |
14,717
-3,732
| -20% | -$293K | 0.36% | 87 |
|
|
2019
Q1 | $1.37M | Buy |
18,449
+1,474
| +9% | +$101K | 0.43% | 67 |
|
|
2018
Q4 | $1.09M | Sell |
16,975
-1,229
| -7% | -$76.9K | 0.43% | 69 |
|
|
2018
Q3 | $1.03M | Sell |
18,204
-1,403
| -7% | -$74.2K | 0.37% | 78 |
|
|
2018
Q2 | $958K | Buy |
19,607
+1,359
| +7% | +$77.1K | 0.36% | 79 |
|
|
2018
Q1 | $1.06M | Sell |
18,248
-1,533
| -8% | -$88.6K | 0.45% | 66 |
|
|
2017
Q4 | $1.14M | Buy |
+19,781
| New | +$1.12M | 0.47% | 57 |
|
Other funds holding SBUX
LWCFA
SL
Cypress Wealth Services's SBUX Position: Q2 2026 in Review
Cypress Wealth Services sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 7,115 shares — an estimated $637K sold.
Cypress Wealth Services first reported a position in SBUX in Q4 2017 and held it in 31 quarters. The position peaked at $1.46M in Q1 2021. 1,124 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.
- Cypress Wealth Services reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
- Cypress Wealth Services sold 7,115 Starbucks shares in Q2 2026, an estimated $637K.
- Cypress Wealth Services first reported a position in Starbucks in Q4 2017 and held it in 31 quarters.
- Cypress Wealth Services's Starbucks position peaked at $1.46M in Q1 2021.
- 1,124 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.
Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.