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Fortitude Advisory Group’s Starbucks SBUX Stock Holding History

Fortitude Advisory Group’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 		$597K Sell
5,845
-273
-4% -$27.5K 0.23% 97
2026
Q1 		$548K Buy
6,118
+24
+0.4% +$2.27K 0.25% 86
2025
Q4 		$513K Sell
6,094
-564
-8% -$47.6K 0.22% 78
2025
Q3 		$563K Sell
6,658
-706
-10% -$63.2K 0.3% 70
2025
Q2 		$675K Buy
7,364
+153
+2% +$13.3K 0.39% 49
2025
Q1 		$582K Sell
7,211
-870
-11% -$89.9K 0.42% 49
2024
Q4 		$737K Sell
8,081
-354
-4% -$34.2K 0.44% 43
2024
Q3 		$822K Sell
8,435
-1,835
-18% -$157K 0.52% 33
2024
Q2 		$800K Sell
10,270
-1,070
-9% -$87.1K 0.48% 35
2024
Q1 		$1.04M Sell
11,340
-16
-0.1% -$1.49K 0.59% 24
2023
Q4 		$1.09M Buy
11,356
+395
+4% +$38.4K 0.66% 25
2023
Q3 		$1M Sell
10,961
-49
-0.4% -$4.81K 0.68% 26
2023
Q2 		$1.09M Buy
11,010
+414
+4% +$43K 0.8% 21
2023
Q1 		$1.1M Sell
10,596
-1,832
-15% -$191K 0.85% 18
2022
Q4 		$1.23M Buy
12,428
+3,338
+37% +$315K 1.05% 12
2022
Q3 		$766K Sell
9,090
-67
-0.7% -$5.69K 0.73% 31
2022
Q2 		$700K Buy
9,157
+36
+0.4% +$2.77K 0.64% 39
2022
Q1 		$830K Sell
9,121
-631
-6% -$59.5K 0.44% 38
2021
Q4 		$1.14M Buy
+9,752
New +$1.1M 0.57% 24

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Fortitude Advisory Group's SBUX Position: Q2 2026 in Review

Fortitude Advisory Group reduced its Starbucks (SBUX) stake by 4.5% in Q2 2026, selling an estimated $27.5K and leaving 5,845 shares worth $597K. The position accounts for 0.23% of the portfolio, ranked #97.

Fortitude Advisory Group first reported a position in SBUX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.23M in Q4 2022. 929 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Fortitude Advisory Group held 5,845 shares of Starbucks worth $597K as of Q2 2026.
  • Fortitude Advisory Group sold 273 Starbucks shares in Q2 2026, an estimated $27.5K.
  • Starbucks made up 0.23% of Fortitude Advisory Group's portfolio in Q2 2026, its #97 holding.
  • Fortitude Advisory Group first reported a position in Starbucks in Q4 2021 and has held it in 19 quarters since.
  • Fortitude Advisory Group's Starbucks position peaked at $1.23M in Q4 2022.
  • 929 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.