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Golden State Wealth Management’s Starbucks SBUX Stock Holding History

Golden State Wealth 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 		$346K Buy
3,386
+54
+2% +$5.44K 0.03% 332
2026
Q1 		$299K Sell
3,332
-23
-0.7% -$2.18K 0.03% 325
2025
Q4 		$283K Sell
3,355
-298
-8% -$25.1K 0.03% 335
2025
Q3 		$309K Sell
3,653
-51
-1% -$4.57K 0.03% 313
2025
Q2 		$339K Sell
3,704
-4,498
-55% -$390K 0.04% 291
2025
Q1 		$805K Sell
8,202
-900
-10% -$93K 0.12% 148
2024
Q4 		$831K Buy
+9,102
New +$881K 0.12% 137
2022
Q1 		$484K Sell
5,324
-2,095
-28% -$198K 0.09% 177
2021
Q4 		$868K Buy
7,419
+866
+13% +$97.6K 0.15% 143
2021
Q3 		$723K Buy
6,553
+106
+2% +$12.4K 0.16% 127
2021
Q2 		$721K Buy
6,447
+274
+4% +$31K 0.16% 123
2021
Q1 		$674K Sell
6,173
-797
-11% -$83.7K 0.22% 82
2020
Q4 		$746K Buy
6,970
+1,054
+18% +$101K 0.22% 91
2020
Q3 		$508K Sell
5,916
-1,383
-19% -$110K 0.17% 99
2020
Q2 		$537K Buy
7,299
+1,876
+35% +$141K 0.17% 97
2020
Q1 		$356K Buy
+5,423
New +$439K 0.16% 101
2019
Q4 		– Sell
-5,163
Closed -$457K – 749
2019
Q3 		$457K Buy
5,163
+88
+2% +$8.16K 0.15% 115
2019
Q2 		$425K Buy
5,075
+173
+4% +$13.6K 0.13% 132
2019
Q1 		$364K Buy
+4,902
New +$337K 0.12% 146

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

Golden State Wealth Management's SBUX Position: Q2 2026 in Review

Golden State Wealth Management increased its Starbucks (SBUX) stake by 1.6% in Q2 2026, buying an estimated $5.44K and bringing the position to 3,386 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #332.

Golden State Wealth Management first reported a position in SBUX in Q1 2019 and has held it in 19 quarters since. The position peaked at $868K in Q4 2021. 818 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Golden State Wealth Management held 3,386 shares of Starbucks worth $346K as of Q2 2026.
  • Golden State Wealth Management bought 54 Starbucks shares in Q2 2026, an estimated $5.44K.
  • Starbucks made up 0.03% of Golden State Wealth Management's portfolio in Q2 2026, its #332 holding.
  • Golden State Wealth Management first reported a position in Starbucks in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's Starbucks position peaked at $868K in Q4 2021.
  • 818 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.