Fiduciary Alliance’s Starbucks SBUX Stock Holding History

Fiduciary Alliance’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	$1.39M	Buy	13,607 +3,938	+41%	+$397K	0.09%	226
2026 Q1	$951K	Buy	9,669 +7,252	+300%	+$686K	0.06%	268
2025 Q4	$204K	Buy	2,417 +7	+0.3%	+$590	0.01%	491
2025 Q3	$204K	Buy	2,410 +134	+6%	+$12K	0.01%	480
2025 Q2	$209K	Buy	+2,276	New	+$197K	0.02%	455
2023 Q3	–	Sell	-887	Closed	-$87.9K	–	786
2023 Q2	$87.9K	Buy	+887	New	+$92.1K	0.02%	232
2023 Q1	–	Sell	-791	Closed	-$78.4K	–	719
2022 Q4	$78.4K	Buy	+791	New	+$74.6K	0.02%	184

Other funds holding SBUX

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Fiduciary Alliance's SBUX Position: Q2 2026 in Review

Fiduciary Alliance increased its Starbucks (SBUX) stake by 41% in Q2 2026, buying an estimated $397K and bringing the position to 13,607 shares worth $1.39M. The position accounts for 0.09% of the portfolio, ranked #226.

Fiduciary Alliance first reported a position in SBUX in Q4 2022 and has held it in 7 quarters since. 479 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Fiduciary Alliance held 13,607 shares of Starbucks worth $1.39M as of Q2 2026.
Fiduciary Alliance bought 3,938 Starbucks shares in Q2 2026, an estimated $397K.
Starbucks made up 0.09% of Fiduciary Alliance's portfolio in Q2 2026, its #226 holding.
Fiduciary Alliance first reported a position in Starbucks in Q4 2022 and has held it in 7 quarters since.
479 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.