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Fortitude Family Office’s Starbucks SBUX Stock Holding History

Fortitude Family Office’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 		$263K Sell
2,572
-31
-1% -$3.12K 0.05% 115
2026
Q1 		$233K Buy
2,603
+179
+7% +$16.9K 0.05% 113
2025
Q4 		$204K Sell
2,424
-4
-0.2% -$337 0.05% 139
2025
Q3 		$205K Sell
2,428
-35
-1% -$3.13K 0.06% 139
2025
Q2 		$226K Sell
2,463
-158
-6% -$13.7K 0.07% 117
2025
Q1 		$257K Sell
2,621
-19
-0.7% -$1.96K 0.09% 103
2024
Q4 		$241K Hold
2,640
– – 0.09% 115
2024
Q3 		$257K Buy
2,640
+2,345
+795% +$201K 0.1% 100
2024
Q2 		$23K Sell
295
-60
-17% -$4.89K 0.01% 280
2024
Q1 		$32.4K Sell
355
-63
-15% -$5.86K 0.02% 204
2023
Q4 		$40.1K Buy
+418
New +$40.7K 0.03% 199

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

Fortitude Family Office's SBUX Position: Q2 2026 in Review

Fortitude Family Office reduced its Starbucks (SBUX) stake by 1.2% in Q2 2026, selling an estimated $3.12K and leaving 2,572 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #115.

Fortitude Family Office first reported a position in SBUX in Q4 2023 and has held it in 11 quarters since. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Fortitude Family Office held 2,572 shares of Starbucks worth $263K as of Q2 2026.
  • Fortitude Family Office sold 31 Starbucks shares in Q2 2026, an estimated $3.12K.
  • Starbucks made up 0.05% of Fortitude Family Office's portfolio in Q2 2026, its #115 holding.
  • Fortitude Family Office first reported a position in Starbucks in Q4 2023 and has held it in 11 quarters since.
  • 772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.