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Cypress Wealth Services’s Starbucks SBUX Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-13,709
Closed -$1.18M – 462
2020
Q3 		$1.18M Buy
+13,709
New +$1.09M 0.3% 69

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

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. 918 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.
  • 918 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.