HWA
SBUX icon

HCR Wealth Advisors’s Starbucks SBUX Stock Holding History

HCR Wealth 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 		$3.12M Buy
30,534
+816
+3% +$82.2K 0.28% 57
2026
Q1 		$2.66M Sell
29,718
-682
-2% -$64.5K 0.28% 63
2025
Q4 		$2.56M Buy
30,400
+291
+1% +$24.5K 0.25% 65
2025
Q3 		$2.61M Buy
30,109
+722
+2% +$64.6K 0.27% 57
2025
Q2 		$2.69M Sell
29,387
-1,089
-4% -$94.4K 0.32% 56
2025
Q1 		$2.99M Sell
30,476
-857
-3% -$88.6K 0.39% 47
2024
Q4 		$2.86M Sell
31,333
-152
-0.5% -$14.7K 0.36% 46
2024
Q3 		$3.07M Sell
31,485
-1,281
-4% -$110K 0.4% 41
2024
Q2 		$2.55M Sell
32,766
-539
-2% -$43.9K 0.36% 43
2024
Q1 		$3.04M Sell
33,305
-11,089
-25% -$1.03M 0.46% 39
2023
Q4 		$4.26M Buy
44,394
+4,666
+12% +$454K 0.67% 24
2023
Q3 		$3.63M Sell
39,728
-3,671
-8% -$360K 0.8% 21
2023
Q2 		$4.3M Sell
43,399
-73
-0.2% -$7.58K 0.8% 22
2023
Q1 		$4.53M Sell
43,472
-42
-0.1% -$4.37K 0.9% 18
2022
Q4 		$4.32M Sell
43,514
-926
-2% -$87.4K 0.91% 17
2022
Q3 		$3.74M Sell
44,440
-3,425
-7% -$291K 0.8% 22
2022
Q2 		$3.66M Sell
47,865
-6,585
-12% -$506K 0.73% 26
2022
Q1 		$4.95M Sell
54,450
-1,399
-3% -$132K 0.81% 23
2021
Q4 		$6.53M Sell
55,849
-351
-0.6% -$39.6K 1.01% 16
2021
Q3 		$6.2M Sell
56,200
-298
-0.5% -$34.9K 1.03% 16
2021
Q2 		$6.32M Buy
56,498
+1,170
+2% +$132K 1.1% 14
2021
Q1 		$6.05M Sell
55,328
-10,519
-16% -$1.1M 1.2% 12
2020
Q4 		$7.04M Buy
65,847
+369
+0.6% +$35.2K 1.47% 8
2020
Q3 		$5.64M Buy
65,478
+837
+1% +$66.8K 1.29% 13
2020
Q2 		$4.78M Buy
64,641
+2,253
+4% +$169K 1.12% 14
2020
Q1 		$4.1M Buy
62,388
+2,745
+5% +$222K 1.17% 12
2019
Q4 		$5.24M Buy
59,643
+1,658
+3% +$141K 1.27% 12
2019
Q3 		$5.11M Buy
57,985
+429
+0.7% +$39.8K 1.7% 10
2019
Q2 		$4.82M Buy
57,556
+3,115
+6% +$244K 1.37% 12
2019
Q1 		$4.05M Sell
54,441
-5,303
-9% -$364K 1.16% 15
2018
Q4 		$3.85M Sell
59,744
-998
-2% -$62.5K 1.24% 11
2018
Q3 		$3.56M Buy
60,742
+549
+0.9% +$29K 1.16% 14
2018
Q2 		$2.95M Buy
60,193
+1,433
+2% +$81.3K 0.97% 18
2018
Q1 		$3.4M Sell
58,760
-1,329
-2% -$76.8K 1.18% 14
2017
Q4 		$3.45M Buy
60,089
+830
+1% +$47K 1.21% 15
2017
Q3 		$3.18M Buy
59,259
+737
+1% +$40.8K 1.34% 15
2017
Q2 		$3.41M Buy
58,522
+463
+0.8% +$28K 1.69% 10
2017
Q1 		$3.39M Buy
58,059
+40
+0.1% +$2.26K 1.74% 11
2016
Q4 		$3.22M Buy
+58,019
New +$3.21M 1.7% 11

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

HCR Wealth Advisors's SBUX Position: Q2 2026 in Review

HCR Wealth Advisors increased its Starbucks (SBUX) stake by 2.7% in Q2 2026, buying an estimated $82.2K and bringing the position to 30,534 shares worth $3.12M. The position accounts for 0.28% of the portfolio, ranked #57.

HCR Wealth Advisors first reported a position in SBUX in Q4 2016 and has held it in 39 quarters since. The position peaked at $7.04M in Q4 2020. 775 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • HCR Wealth Advisors held 30,534 shares of Starbucks worth $3.12M as of Q2 2026.
  • HCR Wealth Advisors bought 816 Starbucks shares in Q2 2026, an estimated $82.2K.
  • Starbucks made up 0.28% of HCR Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • HCR Wealth Advisors first reported a position in Starbucks in Q4 2016 and has held it in 39 quarters since.
  • HCR Wealth Advisors's Starbucks position peaked at $7.04M in Q4 2020.
  • 775 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.