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Financial Management Professionals’s Starbucks SBUX Stock Holding History

Financial Management Professionals’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 		$651K Buy
6,368
+176
+3% +$17.7K 0.06% 97
2026
Q1 		$555K Buy
6,192
+81
+1% +$7.66K 0.06% 96
2025
Q4 		$515K Sell
6,111
-194
-3% -$16.4K 0.05% 101
2025
Q3 		$533K Buy
6,305
+32
+0.5% +$2.86K 0.06% 97
2025
Q2 		$575K Buy
6,273
+1,240
+25% +$107K 0.06% 84
2025
Q1 		$494K Buy
5,033
+164
+3% +$17K 0.06% 90
2024
Q4 		$444K Buy
4,869
+4,096
+530% +$396K 0.06% 102
2024
Q3 		$75K Buy
773
+69
+10% +$5.92K 0.01% 216
2024
Q2 		$55K Sell
704
-229
-25% -$18.6K 0.01% 246
2024
Q1 		$85K Sell
933
-212
-19% -$19.7K 0.01% 215
2023
Q4 		$110K Buy
1,145
+4
+0.4% +$389 0.02% 177
2023
Q3 		$104K Sell
1,141
-17
-1% -$1.67K 0.02% 170
2023
Q2 		$115K Buy
1,158
+36
+3% +$3.74K 0.02% 170
2023
Q1 		$117K Buy
1,122
+194
+21% +$20.2K 0.02% 175
2022
Q4 		$92K Buy
928
+27
+3% +$2.55K 0.02% 169
2022
Q3 		$76K Buy
901
+12
+1% +$1.02K 0.02% 179
2022
Q2 		$68K Buy
889
+132
+17% +$10.1K 0.02% 192
2022
Q1 		$69K Buy
757
+30
+4% +$2.83K 0.02% 211
2021
Q4 		$85K Sell
727
-74
-9% -$8.34K 0.02% 189
2021
Q3 		$88K Buy
801
+201
+34% +$23.5K 0.02% 168
2021
Q2 		$67K Buy
600
+66
+12% +$7.46K 0.02% 206
2021
Q1 		$58K Buy
534
+13
+2% +$1.36K 0.02% 215
2020
Q4 		$56K Buy
521
+3
+0.6% +$286 0.02% 212
2020
Q3 		$44K Sell
518
-719
-58% -$57.4K 0.02% 222
2020
Q2 		$91K Buy
1,237
+839
+211% +$63.1K 0.03% 112
2020
Q1 		$26K Buy
398
+92
+30% +$7.44K 0.01% 124
2019
Q4 		$27K Hold
306
– – 0.01% 132
2019
Q3 		$27K Hold
306
– – 0.01% 128
2019
Q2 		$26K Hold
306
– – 0.01% 131
2019
Q1 		$23K Hold
306
– – 0.01% 124
2018
Q4 		$20K Hold
306
– – 0.01% 124
2018
Q3 		$17K Hold
306
– – 0.01% 140
2018
Q2 		$15K Hold
306
– – 0.01% 142
2018
Q1 		$18K Hold
306
– – 0.01% 138
2017
Q4 		$17K Hold
306
– – 0.01% 118
2017
Q3 		$16K Buy
306
+1
+0.3% +$55 0.01% 120
2017
Q2 		$17K Buy
305
+1
+0.3% +$60 0.01% 131
2017
Q1 		$17K Buy
304
+1
+0.3% +$57 0.01% 130
2016
Q4 		$16K Sell
303
-199
-40% -$11K 0.01% 134
2016
Q3 		$16K Sell
502
-65
-11% -$3.63K 0.01% 146
2016
Q2 		$31K Buy
567
+66
+13% +$3.75K 0.02% 110
2016
Q1 		$30K Sell
501
-99
-17% -$5.76K 0.02% 91
2015
Q4 		$36K Hold
600
– – 0.02% 88
2015
Q3 		$34K Sell
600
-71
-11% -$3.98K 0.02% 99
2015
Q2 		$35K Sell
671
-71
-10% -$3.6K 0.02% 102
2015
Q1 		$35K Hold
742
– – 0.02% 102
2014
Q4 		$30K Buy
742
+142
+24% +$5.55K 0.02% 124
2014
Q3 		$22K Hold
600
– – 0.02% 126
2014
Q2 		$23K Hold
600
– – 0.02% 122
2014
Q1 		$22K Hold
600
– – 0.02% 128
2013
Q4 		$24K Hold
600
– – 0.02% 125
2013
Q3 		$23K Hold
600
– – 0.01% 132
2013
Q2 		$20K Buy
+600
New +$18.6K 0.01% 128

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

Financial Management Professionals's SBUX Position: Q2 2026 in Review

Financial Management Professionals increased its Starbucks (SBUX) stake by 2.8% in Q2 2026, buying an estimated $17.7K and bringing the position to 6,368 shares worth $651K. The position accounts for 0.06% of the portfolio, ranked #97.

Financial Management Professionals first reported a position in SBUX in Q2 2013 and has held it in 53 quarters since. 840 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Financial Management Professionals held 6,368 shares of Starbucks worth $651K as of Q2 2026.
  • Financial Management Professionals bought 176 Starbucks shares in Q2 2026, an estimated $17.7K.
  • Starbucks made up 0.06% of Financial Management Professionals's portfolio in Q2 2026, its #97 holding.
  • Financial Management Professionals first reported a position in Starbucks in Q2 2013 and has held it in 53 quarters since.
  • 840 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

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