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Forum Financial Management’s Starbucks SBUX Stock Holding History

Forum Financial Management’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 		$1.48M Buy
14,504
+20
+0.1% +$2.01K 0.02% 104
2026
Q1 		$1.3M Sell
14,484
-4,909
-25% -$464K 0.02% 106
2025
Q4 		$1.63M Sell
19,393
-758
-4% -$63.9K 0.02% 162
2025
Q3 		$1.7M Buy
20,151
+500
+3% +$44.8K 0.02% 153
2025
Q2 		$1.8M Buy
19,651
+1,204
+7% +$104K 0.03% 135
2025
Q1 		$1.81M Buy
18,447
+308
+2% +$31.8K 0.03% 128
2024
Q4 		$1.66M Buy
18,139
+11,038
+155% +$1.07M 0.03% 140
2024
Q3 		$692K Sell
7,101
-287
-4% -$24.6K 0.01% 250
2024
Q2 		$575K Buy
7,388
+21
+0.3% +$1.71K 0.01% 271
2024
Q1 		$673K Buy
7,367
+1,362
+23% +$127K 0.01% 254
2023
Q4 		$577K Sell
6,005
-683
-10% -$66.5K 0.01% 256
2023
Q3 		$610K Buy
6,688
+229
+4% +$22.5K 0.01% 237
2023
Q2 		$640K Buy
6,459
+1,757
+37% +$182K 0.01% 239
2023
Q1 		$490K Buy
4,702
+31
+0.7% +$3.23K 0.01% 268
2022
Q4 		$463K Buy
4,671
+37
+0.8% +$3.49K 0.02% 271
2022
Q3 		$390K Buy
4,634
+243
+6% +$20.6K 0.02% 277
2022
Q2 		$335K Sell
4,391
-1,889
-30% -$145K 0.02% 323
2022
Q1 		$571K Sell
6,280
-432
-6% -$40.8K 0.03% 216
2021
Q4 		$785K Buy
+6,712
New +$757K 0.04% 161

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

Forum Financial Management's SBUX Position: Q2 2026 in Review

Forum Financial Management increased its Starbucks (SBUX) stake by 0.14% in Q2 2026, buying an estimated $2.01K and bringing the position to 14,504 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #104.

Forum Financial Management first reported a position in SBUX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.81M in Q1 2025. 840 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Forum Financial Management held 14,504 shares of Starbucks worth $1.48M as of Q2 2026.
  • Forum Financial Management bought 20 Starbucks shares in Q2 2026, an estimated $2.01K.
  • Starbucks made up 0.02% of Forum Financial Management's portfolio in Q2 2026, its #104 holding.
  • Forum Financial Management first reported a position in Starbucks in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Starbucks position peaked at $1.81M in Q1 2025.
  • 840 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.