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Gradient Capital Advisors’s Starbucks SBUX Stock Holding History

Gradient Capital 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
2021
Q1 		– Sell
-200
Closed -$21K – 109
2020
Q4 		$21K Hold
200
– – 0.01% 104
2020
Q3 		$17K Hold
200
– – 0.01% 98
2020
Q2 		$15K Buy
+200
New +$15K 0.01% 97

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Gradient Capital Advisors's SBUX Position: Q2 2026 in Review

Gradient Capital Advisors increased its Starbucks (SBUX) stake by 0.15% in Q2 2026, buying an estimated $604 and bringing the position to 3,970 shares worth $406K. The position accounts for 0.09% of the portfolio, ranked #127.

Gradient Capital Advisors first reported a position in SBUX in Q4 2018 and has held it in 30 quarters since. 545 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Gradient Capital Advisors held 3,970 shares of Starbucks worth $406K as of Q2 2026.
  • Gradient Capital Advisors bought 6 Starbucks shares in Q2 2026, an estimated $604.
  • Starbucks made up 0.09% of Gradient Capital Advisors's portfolio in Q2 2026, its #127 holding.
  • Gradient Capital Advisors first reported a position in Starbucks in Q4 2018 and has held it in 30 quarters since.
  • 545 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.