Fortis Group Advisors’s Starbucks SBUX Stock Holding History

Fortis Group Advisors’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	$57.2K	Hold	560	–	–	0.01%	296
2026 Q1	$50.2K	Sell	560 -10,471	-95%	-$991K	0.01%	302
2025 Q4	$1.01M	Buy	11,031 +10,471	+1,870%	+$883K	0.17%	142
2025 Q3	$47.4K	Hold	560	–	–	0.01%	256
2025 Q2	$51.3K	Hold	560	–	–	0.01%	241
2025 Q1	$54.9K	Hold	560	–	–	0.01%	212
2024 Q4	$51.1K	Hold	560	–	–	0.01%	215
2024 Q3	$54.6K	Hold	560	–	–	0.01%	206
2024 Q2	$43.6K	Hold	560	–	–	0.01%	212
2024 Q1	$51.2K	Sell	560 -560	-50%	-$52.1K	0.01%	227
2023 Q4	$108K	Buy	1,120 +560	+100%	+$54.5K	0.03%	142
2023 Q3	$51.1K	Buy	+560	New	+$55K	0.02%	138
2020 Q3	$48K	Buy	+560	New	+$44.7K	0.01%	211

Other funds holding SBUX

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

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

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

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

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Fortis Group Advisors's SBUX Position: Q2 2026 in Review

Fortis Group Advisors held its Starbucks (SBUX) position steady in Q2 2026 at 560 shares worth $57.2K. The position accounts for 0.01% of the portfolio, ranked #296.

Fortis Group Advisors first reported a position in SBUX in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.01M in Q4 2025. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Fortis Group Advisors held 560 shares of Starbucks worth $57.2K as of Q2 2026.
Fortis Group Advisors left its Starbucks share count unchanged in Q2 2026.
Starbucks made up 0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #296 holding.
Fortis Group Advisors first reported a position in Starbucks in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Starbucks position peaked at $1.01M in Q4 2025.
772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.