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Dynamic Advisor Solutions’s Starbucks SBUX Stock Holding History

Dynamic Advisor Solutions’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 		$850K Buy
8,316
+1,124
+16% +$113K 0.02% 523
2026
Q1 		$644K Sell
7,192
-213
-3% -$20.1K 0.02% 570
2025
Q4 		$624K Sell
7,405
-660
-8% -$55.7K 0.02% 574
2025
Q3 		$682K Buy
8,065
+1,278
+19% +$114K 0.02% 550
2025
Q2 		$622K Sell
6,787
-1,561
-19% -$135K 0.02% 556
2025
Q1 		$819K Buy
+8,348
New +$863K 0.03% 469
2024
Q4 		– Sell
-9,704
Closed -$946K – 784
2024
Q3 		$946K Buy
9,704
+62
+0.6% +$5.32K 0.03% 470
2024
Q2 		$751K Sell
9,642
-1,782
-16% -$145K 0.02% 520
2024
Q1 		$1.04M Sell
11,424
-637
-5% -$59.3K 0.04% 437
2023
Q4 		$1.12M Buy
12,061
+2,365
+24% +$230K 0.04% 391
2023
Q3 		$885K Buy
9,696
+3,005
+45% +$295K 0.04% 380
2023
Q2 		$663K Sell
6,691
-388
-5% -$40.3K 0.03% 433
2023
Q1 		$737K Buy
7,079
+733
+12% +$76.3K 0.04% 389
2022
Q4 		$629K Sell
6,346
-596
-9% -$56.2K 0.04% 384
2022
Q3 		$585K Sell
6,942
-3,368
-33% -$286K 0.04% 360
2022
Q2 		$788K Sell
10,310
-376
-4% -$28.9K 0.06% 292
2022
Q1 		$972K Sell
10,686
-6,465
-38% -$610K 0.07% 271
2021
Q4 		$2.01M Buy
17,151
+1,232
+8% +$139K 0.14% 164
2021
Q3 		$1.76M Buy
15,919
+134
+0.8% +$15.7K 0.13% 186
2021
Q2 		$1.76M Buy
15,785
+367
+2% +$41.5K 0.14% 181
2021
Q1 		$1.69M Sell
15,418
-8,283
-35% -$870K 0.16% 163
2020
Q4 		$2.54M Sell
23,701
-483
-2% -$46.1K 0.24% 109
2020
Q3 		$2.08M Sell
24,184
-3,579
-13% -$285K 0.24% 115
2020
Q2 		$2.04M Sell
27,763
-2,041
-7% -$153K 0.28% 106
2020
Q1 		$1.96M Buy
29,804
+5,103
+21% +$413K 0.36% 73
2019
Q4 		$2.17M Buy
24,701
+2,020
+9% +$172K 0.3% 91
2019
Q3 		$2M Buy
22,681
+2,443
+12% +$226K 0.31% 83
2019
Q2 		$1.7M Buy
20,238
+3,720
+23% +$292K 0.27% 96
2019
Q1 		$1.23M Buy
16,518
+2,011
+14% +$138K 0.23% 115
2018
Q4 		$973K Sell
14,507
-6,483
-31% -$406K 0.21% 125
2018
Q3 		$1.19M Sell
20,990
-7,992
-28% -$423K 0.25% 118
2018
Q2 		$1.42M Sell
28,982
-8,086
-22% -$459K 0.32% 93
2018
Q1 		$2.15M Buy
37,068
+9,403
+34% +$544K 0.55% 42
2017
Q4 		$1.59M Buy
27,665
+2,452
+10% +$139K 0.52% 69
2017
Q3 		$1.35M Buy
25,213
+305
+1% +$16.9K 0.54% 63
2017
Q2 		$1.45M Sell
24,908
-101
-0.4% -$6.11K 0.56% 56
2017
Q1 		$1.46M Sell
25,009
-87
-0.3% -$4.92K 0.57% 47
2016
Q4 		$1.39M Buy
+25,096
New +$1.39M 0.56% 54
2014
Q3 		– Sell
-8,852
Closed -$343K – 214
2014
Q2 		$343K Sell
8,852
-1,878
-18% -$68.2K 0.21% 143
2014
Q1 		$394K Buy
+10,730
New +$397K 0.27% 129

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

Dynamic Advisor Solutions's SBUX Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Starbucks (SBUX) stake by 16% in Q2 2026, buying an estimated $113K and bringing the position to 8,316 shares worth $850K. The position accounts for 0.02% of the portfolio, ranked #523.

Dynamic Advisor Solutions first reported a position in SBUX in Q1 2014 and has held it in 40 quarters since. The position peaked at $2.54M in Q4 2020. 840 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Dynamic Advisor Solutions held 8,316 shares of Starbucks worth $850K as of Q2 2026.
  • Dynamic Advisor Solutions bought 1,124 Starbucks shares in Q2 2026, an estimated $113K.
  • Starbucks made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #523 holding.
  • Dynamic Advisor Solutions first reported a position in Starbucks in Q1 2014 and has held it in 40 quarters since.
  • Dynamic Advisor Solutions's Starbucks position peaked at $2.54M in Q4 2020.
  • 840 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.