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GoalVest Advisory’s Starbucks SBUX Stock Holding History

GoalVest Advisory’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 		$18.4K Hold
180
– – ﹤0.01% 310
2026
Q1 		$16.1K Hold
180
– – ﹤0.01% 347
2025
Q4 		$15.2K Buy
180
+73
+68% +$6.16K ﹤0.01% 384
2025
Q3 		$9.05K Hold
107
– – ﹤0.01% 335
2025
Q2 		$9.8K Sell
107
-17
-14% -$1.47K ﹤0.01% 308
2025
Q1 		$12.2K Buy
124
+7
+6% +$724 ﹤0.01% 258
2024
Q4 		$10.7K Buy
117
+10
+9% +$967 ﹤0.01% 282
2024
Q3 		$10.4K Buy
+107
New +$9.18K ﹤0.01% 318
2024
Q2 		– Sell
-170
Closed -$15.5K – 391
2024
Q1 		$15.5K Sell
170
-5
-3% -$465 0.01% 286
2023
Q4 		$16.8K Buy
175
+140
+400% +$13.6K 0.01% 222
2023
Q3 		$3.19K Buy
+35
New +$3.44K ﹤0.01% 385
2022
Q4 		– Sell
-269
Closed -$23K – 260
2022
Q3 		$23K Sell
269
-275
-51% -$23.4K 0.02% 148
2022
Q2 		$43K Buy
544
+442
+433% +$33.9K 0.03% 174
2022
Q1 		$9K Buy
+102
New +$9.63K 0.01% 251

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

GoalVest Advisory's SBUX Position: Q2 2026 in Review

GoalVest Advisory held its Starbucks (SBUX) position steady in Q2 2026 at 180 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

GoalVest Advisory first reported a position in SBUX in Q1 2022 and has held it in 14 quarters since. The position peaked at $43K in Q2 2022. 410 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • GoalVest Advisory held 180 shares of Starbucks worth $18.4K as of Q2 2026.
  • GoalVest Advisory left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #310 holding.
  • GoalVest Advisory first reported a position in Starbucks in Q1 2022 and has held it in 14 quarters since.
  • GoalVest Advisory's Starbucks position peaked at $43K in Q2 2022.
  • 410 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.