GA
SBUX icon

Goldstein Advisors’s Starbucks SBUX Stock Holding History

Goldstein Advisors’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 		$236K Buy
2,310
+19
+0.8% +$1.91K 0.02% 226
2026
Q1 		$205K Buy
+2,291
New +$217K 0.02% 213
2025
Q3 		– Sell
-2,369
Closed -$217K – 211
2025
Q2 		$217K Sell
2,369
-16
-0.7% -$1.39K 0.03% 176
2025
Q1 		$234K Buy
2,385
+41
+2% +$4.24K 0.03% 164
2024
Q4 		$214K Buy
2,344
+85
+4% +$8.22K 0.03% 176
2024
Q3 		$220K Buy
+2,259
New +$194K 0.03% 165
2024
Q2 		– Sell
-2,281
Closed -$208K – 192
2024
Q1 		$208K Buy
2,281
+2
+0.1% +$186 0.04% 151
2023
Q4 		$219K Buy
2,279
+60
+3% +$5.84K 0.04% 168
2023
Q3 		$203K Sell
2,219
-283
-11% -$27.8K 0.04% 140
2023
Q2 		$248K Sell
2,502
-47
-2% -$4.88K 0.05% 122
2023
Q1 		$265K Buy
2,549
+177
+7% +$18.4K 0.06% 109
2022
Q4 		$235K Buy
+2,372
New +$224K 0.06% 114

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

Goldstein Advisors's SBUX Position: Q2 2026 in Review

Goldstein Advisors increased its Starbucks (SBUX) stake by 0.83% in Q2 2026, buying an estimated $1.91K and bringing the position to 2,310 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #226.

Goldstein Advisors first reported a position in SBUX in Q4 2022 and has held it in 12 quarters since. The position peaked at $265K in Q1 2023. 918 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Goldstein Advisors held 2,310 shares of Starbucks worth $236K as of Q2 2026.
  • Goldstein Advisors bought 19 Starbucks shares in Q2 2026, an estimated $1.91K.
  • Starbucks made up 0.02% of Goldstein Advisors's portfolio in Q2 2026, its #226 holding.
  • Goldstein Advisors first reported a position in Starbucks in Q4 2022 and has held it in 12 quarters since.
  • Goldstein Advisors's Starbucks position peaked at $265K in Q1 2023.
  • 918 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.