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Elmwood Wealth Management’s Starbucks SBUX Stock Holding History

Elmwood Wealth Management’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 		$482K Buy
4,713
+121
+3% +$12.2K 0.12% 131
2026
Q1 		$411K Sell
4,592
-170
-4% -$16.1K 0.11% 127
2025
Q4 		$401K Buy
4,762
+195
+4% +$16.4K 0.13% 124
2025
Q3 		$386K Sell
4,567
-210
-4% -$18.8K 0.14% 110
2025
Q2 		$438K Sell
4,777
-84
-2% -$7.28K 0.17% 101
2025
Q1 		$477K Sell
4,861
-100
-2% -$10.3K 0.2% 98
2024
Q4 		$453K Sell
4,961
-125
-2% -$12.1K 0.18% 101
2024
Q3 		$496K Sell
5,086
-3,663
-42% -$314K 0.2% 96
2024
Q2 		$681K Sell
8,749
-450
-5% -$36.6K 0.3% 87
2024
Q1 		$841K Buy
9,199
+3,751
+69% +$349K 0.36% 85
2023
Q4 		$523K Sell
5,448
-4,150
-43% -$404K 0.37% 68
2023
Q3 		$876K Buy
9,598
+13
+0.1% +$1.28K 0.42% 76
2023
Q2 		$949K Sell
9,585
-336
-3% -$34.9K 0.44% 73
2023
Q1 		$1.03M Sell
9,921
-885
-8% -$92.1K 0.49% 70
2022
Q4 		$1.07M Sell
10,806
-25
-0.2% -$2.36K 0.54% 67
2022
Q3 		$913K Sell
10,831
-255
-2% -$21.7K 0.46% 67
2022
Q2 		$847K Buy
11,086
+10
+0.1% +$768 0.48% 71
2022
Q1 		$1.01M Buy
11,076
+744
+7% +$70.2K 0.52% 68
2021
Q4 		$1.21M Buy
+10,332
New +$1.16M 0.58% 63
2021
Q2 		$1.17M Sell
10,497
-50
-0.5% -$5.65K 0.62% 61
2021
Q1 		$1.15M Buy
+10,547
New +$1.11M 0.7% 54
2020
Q3 		$837K Hold
11,379
– – 0.68% 52
2020
Q2 		$837K Sell
11,379
-1,925
-14% -$145K 0.68% 52
2020
Q1 		$770K Buy
13,304
+1,355
+11% +$110K 0.74% 49
2019
Q4 		$1.05M Sell
11,949
-136
-1% -$11.6K 0.92% 46
2019
Q3 		$1.07M Hold
12,085
– – 1.08% 37
2019
Q2 		$1.01M Sell
12,085
-238
-2% -$18.7K 0.9% 46
2019
Q1 		$916K Sell
12,323
-385
-3% -$26.5K 0.85% 48
2018
Q4 		$818K Sell
12,708
-733
-5% -$45.9K 0.79% 48
2018
Q3 		$764K Buy
13,441
+262
+2% +$13.9K 0.63% 61
2018
Q2 		$644K Sell
13,179
-125
-0.9% -$7.09K 0.59% 61
2018
Q1 		$770K Buy
+13,304
New +$769K 0.74% 49

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
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
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

Elmwood Wealth Management's SBUX Position: Q2 2026 in Review

Elmwood Wealth Management increased its Starbucks (SBUX) stake by 2.6% in Q2 2026, buying an estimated $12.2K and bringing the position to 4,713 shares worth $482K. The position accounts for 0.12% of the portfolio, ranked #131.

Elmwood Wealth Management first reported a position in SBUX in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.21M in Q4 2021. 855 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Elmwood Wealth Management held 4,713 shares of Starbucks worth $482K as of Q2 2026.
  • Elmwood Wealth Management bought 121 Starbucks shares in Q2 2026, an estimated $12.2K.
  • Starbucks made up 0.12% of Elmwood Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Elmwood Wealth Management first reported a position in Starbucks in Q1 2018 and has held it in 32 quarters since.
  • Elmwood Wealth Management's Starbucks position peaked at $1.21M in Q4 2021.
  • 855 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

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