EWA
SBUX icon

Encompass Wealth Advisors’s Starbucks SBUX Stock Holding History

Encompass Wealth Advisors’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 		$206K Buy
+2,013
New +$203K 0.06% 108
2025
Q4 		– Sell
-3,243
Closed -$274K – 111
2025
Q3 		$274K Sell
3,243
-164
-5% -$14.7K 0.09% 91
2025
Q2 		$312K Buy
3,407
+508
+18% +$44K 0.11% 85
2025
Q1 		$284K Sell
2,899
-110
-4% -$11.4K 0.12% 84
2024
Q4 		$275K Sell
3,009
-3,612
-55% -$349K 0.11% 86
2024
Q3 		$646K Hold
6,621
– – 0.16% 125
2024
Q2 		$515K Buy
6,621
+57
+0.9% +$4.64K 0.14% 132
2024
Q1 		$600K Sell
6,564
-2,400
-27% -$223K 0.16% 129
2023
Q4 		$861K Hold
8,964
– – 0.26% 78
2023
Q3 		$818K Buy
8,964
+900
+11% +$88.3K 0.27% 75
2023
Q2 		$799K Hold
8,064
– – 0.26% 76
2023
Q1 		$840K Buy
8,064
+200
+3% +$20.8K 0.29% 69
2022
Q4 		$780K Sell
7,864
-200
-2% -$18.9K 0.28% 66
2022
Q3 		$680K Hold
8,064
– – 0.26% 70
2022
Q2 		$616K Hold
8,064
– – 0.22% 84
2022
Q1 		$734K Sell
8,064
-281
-3% -$26.5K 0.19% 92
2021
Q4 		$976K Sell
8,345
-38
-0.5% -$4.28K 0.24% 72
2021
Q3 		$924K Sell
8,383
-2,054
-20% -$240K 0.24% 73
2021
Q2 		$1.17M Hold
10,437
– – 0.29% 72
2021
Q1 		$1.19M Buy
10,437
+38
+0.4% +$3.99K 0.3% 67
2020
Q4 		$1.11M Buy
+10,399
New +$993K 0.64% 34

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

Encompass Wealth Advisors's SBUX Position: Q2 2026 in Review

Encompass Wealth Advisors opened a new position in Starbucks (SBUX) in Q2 2026: 2,013 shares worth $206K. The stake represents 0.06% of the portfolio and ranks #108 among its holdings. This is a return to the name: Encompass Wealth Advisors previously reported a position in SBUX as recently as Q3 2025.

Encompass Wealth Advisors first reported a position in SBUX in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.19M in Q1 2021. 697 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Encompass Wealth Advisors held 2,013 shares of Starbucks worth $206K as of Q2 2026.
  • Starbucks was a new Encompass Wealth Advisors position in Q2 2026.
  • Starbucks made up 0.06% of Encompass Wealth Advisors's portfolio in Q2 2026, its #108 holding.
  • Encompass Wealth Advisors first reported a position in Starbucks in Q4 2020 and has held it in 21 quarters since.
  • Encompass Wealth Advisors's Starbucks position peaked at $1.19M in Q1 2021.
  • 697 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.