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Financial Perspectives’s Starbucks SBUX Stock Holding History

Financial Perspectives’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 		$16.4K Hold
160
– – ﹤0.01% 484
2026
Q1 		$14.3K Hold
160
– – ﹤0.01% 492
2025
Q4 		$13.5K Hold
160
– – ﹤0.01% 490
2025
Q3 		$13.5K Buy
160
+1
+0.6% +$90 ﹤0.01% 483
2025
Q2 		$14.6K Hold
159
– – ﹤0.01% 461
2025
Q1 		$15.6K Hold
159
– – 0.01% 440
2024
Q4 		$14.5K Buy
159
+43
+37% +$4.16K ﹤0.01% 456
2024
Q3 		$11.3K Hold
116
– – ﹤0.01% 463
2024
Q2 		$9K Buy
116
+1
+0.9% +$81 ﹤0.01% 475
2024
Q1 		$10.5K Sell
115
-33
-22% -$3.07K ﹤0.01% 455
2023
Q4 		$14.2K Hold
148
– – 0.01% 422
2023
Q3 		$13.5K Buy
148
+1
+0.7% +$98 0.01% 410
2023
Q2 		$14.6K Buy
147
+1
+0.7% +$104 0.01% 408
2023
Q1 		$15.2K Hold
146
– – 0.01% 396
2022
Q4 		$14.5K Buy
146
+1
+0.7% +$94 0.01% 395
2022
Q3 		$12.2K Hold
145
– – 0.01% 412
2022
Q2 		$11K Buy
145
+1
+0.7% +$77 0.01% 432
2022
Q1 		$13.1K Buy
144
+1
+0.7% +$94 0.01% 429
2021
Q4 		$16.8K Hold
143
– – 0.01% 379
2021
Q3 		$15.7K Buy
143
+1
+0.7% +$117 0.01% 384
2021
Q2 		$15.9K Sell
142
-15,362
-99% -$1.74M 0.01% 405
2021
Q1 		$142K Buy
15,504
+15,362
+10,818% +$1.61M 0.01% 435
2020
Q4 		$15.2K Hold
142
– – 0.01% 360
2020
Q3 		$12.2K Buy
142
+1
+0.7% +$80 0.01% 349
2020
Q2 		$10.4K Buy
141
+75
+114% +$5.64K 0.01% 345
2020
Q1 		$4.35K Hold
66
– – ﹤0.01% 390
2019
Q4 		$5.81K Buy
+66
New +$5.63K ﹤0.01% 377

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 Perspectives's SBUX Position: Q2 2026 in Review

Financial Perspectives held its Starbucks (SBUX) position steady in Q2 2026 at 160 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Financial Perspectives first reported a position in SBUX in Q4 2019 and has held it in 27 quarters since. The position peaked at $142K in Q1 2021. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Financial Perspectives held 160 shares of Starbucks worth $16.4K as of Q2 2026.
  • Financial Perspectives left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #484 holding.
  • Financial Perspectives first reported a position in Starbucks in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Starbucks position peaked at $142K in Q1 2021.
  • 772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.