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Elevation Wealth Partners’s Starbucks SBUX Stock Holding History

Elevation 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 		$90.9K Buy
890
+375
+73% +$37.8K 0.03% 203
2026
Q1 		$46.1K Buy
515
+43
+9% +$4.07K 0.02% 253
2025
Q4 		$39.7K Buy
472
+29
+7% +$2.45K 0.01% 271
2025
Q3 		$37.5K Buy
443
+47
+12% +$4.21K 0.01% 271
2025
Q2 		$36.3K Sell
396
-250
-39% -$21.7K 0.01% 267
2025
Q1 		$63.4K Sell
646
-163
-20% -$16.9K 0.03% 206
2024
Q4 		$73.8K Hold
809
– – 0.03% 195
2024
Q3 		$78.9K Hold
809
– – 0.03% 185
2024
Q2 		$63K Sell
809
-149
-16% -$12.1K 0.03% 197
2024
Q1 		$87.5K Sell
958
-487
-34% -$45.3K 0.04% 169
2023
Q4 		$132K Buy
1,445
+700
+94% +$68.1K 0.08% 127
2023
Q3 		$68K Hold
745
– – 0.06% 128
2023
Q2 		$73.8K Hold
745
– – 0.06% 124
2023
Q1 		$77.5K Buy
+745
New +$77.5K 0.07% 123

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

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

Elevation Wealth Partners increased its Starbucks (SBUX) stake by 73% in Q2 2026, buying an estimated $37.8K and bringing the position to 890 shares worth $90.9K. The position accounts for 0.03% of the portfolio, ranked #203.

Elevation Wealth Partners first reported a position in SBUX in Q1 2023 and has held it in 14 quarters since. The position peaked at $132K in Q4 2023. 775 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Elevation Wealth Partners held 890 shares of Starbucks worth $90.9K as of Q2 2026.
  • Elevation Wealth Partners bought 375 Starbucks shares in Q2 2026, an estimated $37.8K.
  • Starbucks made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #203 holding.
  • Elevation Wealth Partners first reported a position in Starbucks in Q1 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's Starbucks position peaked at $132K in Q4 2023.
  • 775 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.