First Western Trust Bank’s Starbucks SBUX Stock Holding History

First Western Trust 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	$409K	Buy	3,998 +12	+0.3%	+$1.21K	0.02%	155
2026 Q1	$357K	Sell	3,986 -268	-6%	-$25.4K	0.02%	156
2025 Q4	$358K	Buy	4,254 +260	+7%	+$21.9K	0.02%	149
2025 Q3	$338K	Sell	3,994 -95	-2%	-$8.5K	0.02%	146
2025 Q2	$375K	Sell	4,089 -178	-4%	-$15.4K	0.02%	141
2025 Q1	$419K	Sell	4,267 -46	-1%	-$4.75K	0.02%	130
2024 Q4	$394K	Buy	4,313 +71	+2%	+$6.87K	0.02%	135
2024 Q3	$414K	Sell	4,242 -5	-0.1%	-$429	0.02%	141
2024 Q2	$331K	Sell	4,247 -250	-6%	-$20.4K	0.02%	148
2024 Q1	$411K	Sell	4,497 -255	-5%	-$23.7K	0.02%	139
2023 Q4	$456K	Buy	4,752 +367	+8%	+$35.7K	0.02%	130
2023 Q3	$400K	Sell	4,385 -166	-4%	-$16.3K	0.02%	127
2023 Q2	$451K	Sell	4,551 -69	-1%	-$7.16K	0.02%	128
2023 Q1	$481K	Sell	4,620 -7	-0.2%	-$729	0.03%	125
2022 Q4	$459K	Sell	4,627 -21	-0.5%	-$1.98K	0.03%	122
2022 Q3	$392K	Sell	4,648 -1	-0%	-$85	0.03%	118
2022 Q2	$355K	Sell	4,649 -559	-11%	-$42.9K	0.02%	129
2022 Q1	$474K	Buy	+5,208	New	+$491K	0.02%	125

Other funds holding SBUX

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

First Western Trust Bank's SBUX Position: Q2 2026 in Review

First Western Trust Bank increased its Starbucks (SBUX) stake by 0.3% in Q2 2026, buying an estimated $1.21K and bringing the position to 3,998 shares worth $409K. The position accounts for 0.02% of the portfolio, ranked #155.

First Western Trust Bank first reported a position in SBUX in Q1 2022 and has held it in 18 quarters since. The position peaked at $481K in Q1 2023. 1,055 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

First Western Trust Bank held 3,998 shares of Starbucks worth $409K as of Q2 2026.
First Western Trust Bank bought 12 Starbucks shares in Q2 2026, an estimated $1.21K.
Starbucks made up 0.02% of First Western Trust Bank's portfolio in Q2 2026, its #155 holding.
First Western Trust Bank first reported a position in Starbucks in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's Starbucks position peaked at $481K in Q1 2023.
1,055 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.