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HHM Wealth Advisors’s Starbucks SBUX Stock Holding History

HHM 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 		$117K Buy
1,145
+118
+11% +$11.9K 0.01% 273
2026
Q1 		$92K Buy
1,027
+565
+122% +$53.4K 0.01% 280
2025
Q4 		$38.9K Buy
462
+1
+0.2% +$84 ﹤0.01% 395
2025
Q3 		$39K Buy
461
+1
+0.2% +$90 ﹤0.01% 408
2025
Q2 		$42.2K Sell
460
-269
-37% -$23.3K 0.01% 402
2025
Q1 		$71.5K Buy
729
+460
+171% +$47.6K 0.01% 307
2024
Q4 		$24.5K Buy
269
+30
+13% +$2.9K ﹤0.01% 467
2024
Q3 		$23.3K Buy
239
+1
+0.4% +$86 ﹤0.01% 442
2024
Q2 		$18.5K Sell
238
-81
-25% -$6.6K ﹤0.01% 466
2024
Q1 		$29.2K Hold
319
– – ﹤0.01% 363
2023
Q4 		$30.6K Buy
319
+1
+0.3% +$97 0.01% 356
2023
Q3 		$29K Buy
318
+1
+0.3% +$98 0.01% 349
2023
Q2 		$31.4K Hold
317
– – 0.01% 358
2023
Q1 		$33K Buy
317
+23
+8% +$2.39K 0.01% 332
2022
Q4 		$29.2K Sell
294
-907
-76% -$85.6K 0.01% 315
2022
Q3 		$101K Sell
1,201
-606
-34% -$51.5K 0.03% 165
2022
Q2 		$138K Buy
1,807
+143
+9% +$11K 0.04% 160
2022
Q1 		$151K Sell
1,664
-5
-0.3% -$472 0.04% 170
2021
Q4 		$195K Buy
1,669
+78
+5% +$8.79K 0.05% 140
2021
Q3 		$176K Buy
1,591
+32
+2% +$3.75K 0.05% 140
2021
Q2 		$174K Sell
1,559
-121
-7% -$13.7K 0.05% 151
2021
Q1 		$184K Buy
1,680
+67
+4% +$7.04K 0.06% 121
2020
Q4 		$173K Hold
1,613
– – 0.06% 115
2020
Q3 		$139K Sell
1,613
-3
-0.2% -$239 0.06% 115
2020
Q2 		$119K Sell
1,616
-438
-21% -$32.9K 0.05% 119
2020
Q1 		$135K Buy
+2,054
New +$166K 0.07% 98

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

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

HHM Wealth Advisors increased its Starbucks (SBUX) stake by 11% in Q2 2026, buying an estimated $11.9K and bringing the position to 1,145 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #273.

HHM Wealth Advisors first reported a position in SBUX in Q1 2020 and has held it in 26 quarters since. The position peaked at $195K in Q4 2021. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • HHM Wealth Advisors held 1,145 shares of Starbucks worth $117K as of Q2 2026.
  • HHM Wealth Advisors bought 118 Starbucks shares in Q2 2026, an estimated $11.9K.
  • Starbucks made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #273 holding.
  • HHM Wealth Advisors first reported a position in Starbucks in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Starbucks position peaked at $195K in Q4 2021.
  • 772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

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