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Essex Savings Bank’s Starbucks SBUX Stock Holding History

Essex Savings Bank’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 		$323K Buy
3,163
+13
+0.4% +$1.31K 0.07% 227
2026
Q1 		$282K Sell
3,150
-201
-6% -$19K 0.06% 232
2025
Q4 		$282K Sell
3,351
-1,654
-33% -$140K 0.06% 241
2025
Q3 		$423K Sell
5,005
-134
-3% -$12K 0.1% 180
2025
Q2 		$471K Sell
5,139
-1,120
-18% -$97.1K 0.11% 162
2025
Q1 		$614K Sell
6,259
-1,091
-15% -$113K 0.15% 129
2024
Q4 		$671K Buy
7,350
+100
+1% +$9.67K 0.17% 120
2024
Q3 		$707K Buy
7,250
+112
+2% +$9.61K 0.18% 121
2024
Q2 		$556K Buy
7,138
+1,519
+27% +$124K 0.15% 129
2024
Q1 		$539K Hold
5,619
– – 0.16% 130
2023
Q4 		$539K Buy
5,619
+791
+16% +$77K 0.16% 130
2023
Q3 		$441K Buy
4,828
+1,464
+44% +$144K 0.15% 127
2023
Q2 		$333K Buy
3,364
+653
+24% +$67.8K 0.11% 157
2023
Q1 		$282K Buy
2,711
+13
+0.5% +$1.35K 0.1% 171
2022
Q4 		$268K Sell
2,698
-8
-0.3% -$755 0.09% 184
2022
Q3 		$228K Buy
2,706
+32
+1% +$2.72K 0.09% 185
2022
Q2 		$204K Sell
2,674
-7,786
-74% -$598K 0.08% 207
2022
Q1 		$952K Buy
10,460
+1,062
+11% +$100K 0.31% 76
2021
Q4 		$1.1M Sell
9,398
-440
-4% -$49.6K 0.37% 69
2021
Q3 		$1.16M Buy
9,838
+6
+0.1% +$703 0.42% 64
2021
Q2 		$1.12M Buy
9,832
+24
+0.2% +$2.71K 0.43% 59
2021
Q1 		$1.06M Sell
9,808
-20
-0.2% -$2.1K 0.46% 56
2020
Q4 		$1.05M Sell
9,828
-61
-0.6% -$5.82K 0.47% 57
2020
Q3 		$849K Buy
+9,889
New +$789K 0.42% 64
2019
Q3 		– Sell
-3,064
Closed -$257K – 517
2019
Q2 		$257K Buy
3,064
+1,679
+121% +$132K 0.09% 191
2019
Q1 		$103K Hold
1,385
– – 0.06% 214
2018
Q4 		$89K Buy
+1,385
New +$86.7K 0.06% 224

Other funds holding SBUX

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Essex Savings Bank's SBUX Position: Q2 2026 in Review

Essex Savings Bank increased its Starbucks (SBUX) stake by 0.41% in Q2 2026, buying an estimated $1.31K and bringing the position to 3,163 shares worth $323K. The position accounts for 0.07% of the portfolio, ranked #227.

Essex Savings Bank first reported a position in SBUX in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.16M in Q3 2021. 1,220 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Essex Savings Bank held 3,163 shares of Starbucks worth $323K as of Q2 2026.
  • Essex Savings Bank bought 13 Starbucks shares in Q2 2026, an estimated $1.31K.
  • Starbucks made up 0.07% of Essex Savings Bank's portfolio in Q2 2026, its #227 holding.
  • Essex Savings Bank first reported a position in Starbucks in Q4 2018 and has held it in 27 quarters since.
  • Essex Savings Bank's Starbucks position peaked at $1.16M in Q3 2021.
  • 1,220 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.