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Everhart Financial Group’s Starbucks SBUX Stock Holding History

Everhart Financial Group’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 		$735K Sell
7,195
-774
-10% -$77.9K 0.05% 222
2026
Q1 		$714K Buy
7,969
+1,110
+16% +$105K 0.06% 222
2025
Q4 		$578K Buy
6,859
+457
+7% +$38.6K 0.05% 241
2025
Q3 		$542K Buy
6,402
+1,327
+26% +$119K 0.05% 238
2025
Q2 		$465K Sell
5,075
-553
-10% -$47.9K 0.05% 229
2025
Q1 		$552K Buy
5,628
+1,208
+27% +$125K 0.08% 189
2024
Q4 		$403K Buy
4,420
+390
+10% +$37.7K 0.08% 218
2024
Q3 		$393K Buy
4,030
+1,002
+33% +$86K 0.09% 222
2024
Q2 		$236K Sell
3,028
-1,063
-26% -$86.6K 0.06% 264
2024
Q1 		$374K Sell
4,091
-709
-15% -$65.9K 0.11% 189
2023
Q4 		$461K Buy
4,800
+631
+15% +$61.4K 0.16% 122
2023
Q3 		$381K Sell
4,169
-148
-3% -$14.5K 0.16% 121
2023
Q2 		$428K Buy
4,317
+300
+7% +$31.1K 0.18% 113
2023
Q1 		$418K Buy
4,017
+328
+9% +$34.1K 0.19% 103
2022
Q4 		$366K Sell
3,689
-564
-13% -$53.2K 0.18% 101
2022
Q3 		$358K Buy
4,253
+898
+27% +$76.3K 0.2% 101
2022
Q2 		$257K Buy
+3,355
New +$258K 0.16% 132

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Everhart Financial Group's SBUX Position: Q2 2026 in Review

Everhart Financial Group reduced its Starbucks (SBUX) stake by 9.7% in Q2 2026, selling an estimated $77.9K and leaving 7,195 shares worth $735K. The position accounts for 0.05% of the portfolio, ranked #222.

Everhart Financial Group first reported a position in SBUX in Q2 2022 and has held it in 17 quarters since. 546 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Everhart Financial Group held 7,195 shares of Starbucks worth $735K as of Q2 2026.
  • Everhart Financial Group sold 774 Starbucks shares in Q2 2026, an estimated $77.9K.
  • Starbucks made up 0.05% of Everhart Financial Group's portfolio in Q2 2026, its #222 holding.
  • Everhart Financial Group first reported a position in Starbucks in Q2 2022 and has held it in 17 quarters since.
  • 546 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.