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Greystone Financial Group’s Starbucks SBUX Stock Holding History

Greystone Financial Group’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 		$6.36M Sell
62,211
-2,825
-4% -$284K 1.78% 28
2026
Q1 		$5.83M Sell
65,036
-43,536
-40% -$4.12M 1.65% 29
2025
Q4 		$9.14M Sell
108,572
-27,889
-20% -$2.35M 1.43% 30
2025
Q3 		$11.5M Buy
136,461
+3,121
+2% +$279K 1.79% 25
2025
Q2 		$12.2M Buy
+133,340
New +$11.6M 2.01% 21
2024
Q2 		– Sell
-76,670
Closed -$7.01M – 107
2024
Q1 		$7.01M Buy
76,670
+36,408
+90% +$3.39M 1.4% 32
2023
Q4 		$3.87M Buy
+40,262
New +$3.92M 0.89% 45
2022
Q1 		– Sell
-78,548
Closed -$9.19M – 93
2021
Q4 		$9.19M Buy
78,548
+18,364
+31% +$2.07M 2.2% 12
2021
Q3 		$6.64M Sell
60,184
-11,599
-16% -$1.36M 1.97% 12
2021
Q2 		$8.03M Buy
71,783
+469
+0.7% +$53K 2% 12
2021
Q1 		$8.1M Sell
71,314
-8,481
-11% -$890K 2.04% 11
2020
Q4 		$8.48M Buy
+79,795
New +$7.62M 2.31% 14

Other funds holding SBUX

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Greystone Financial Group's SBUX Position: Q2 2026 in Review

Greystone Financial Group reduced its Starbucks (SBUX) stake by 4.3% in Q2 2026, selling an estimated $284K and leaving 62,211 shares worth $6.36M. The position accounts for 1.78% of the portfolio, ranked #28.

Greystone Financial Group first reported a position in SBUX in Q4 2020 and has held it in 12 quarters since. The position peaked at $12.2M in Q2 2025. 1,155 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Greystone Financial Group held 62,211 shares of Starbucks worth $6.36M as of Q2 2026.
  • Greystone Financial Group sold 2,825 Starbucks shares in Q2 2026, an estimated $284K.
  • Starbucks made up 1.78% of Greystone Financial Group's portfolio in Q2 2026, its #28 holding.
  • Greystone Financial Group first reported a position in Starbucks in Q4 2020 and has held it in 12 quarters since.
  • Greystone Financial Group's Starbucks position peaked at $12.2M in Q2 2025.
  • 1,155 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.