HZ
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Hixon Zuercher’s Starbucks SBUX Stock Holding History

Hixon Zuercher’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 		$2.88M Sell
28,170
-725
-3% -$73K 0.84% 38
2026
Q1 		$2.59M Buy
28,895
+4,893
+20% +$463K 0.81% 44
2025
Q4 		$2.02M Sell
24,002
-4,057
-14% -$342K 0.61% 55
2025
Q3 		$2.37M Sell
28,059
-108
-0.4% -$9.67K 0.72% 49
2025
Q2 		$2.58M Buy
28,167
+252
+0.9% +$21.8K 0.83% 45
2025
Q1 		$2.74M Buy
27,915
+2,704
+11% +$280K 0.97% 37
2024
Q4 		$2.3M Sell
25,211
-1,411
-5% -$137K 0.89% 44
2024
Q3 		$2.6M Sell
26,622
-43,754
-62% -$3.75M 1.02% 37
2024
Q2 		$5.48M Buy
70,376
+8,627
+14% +$703K 2.31% 17
2024
Q1 		$5.64M Sell
61,749
-2,675
-4% -$249K 2.39% 16
2023
Q4 		$6.19M Buy
64,424
+333
+0.5% +$32.4K 2.87% 11
2023
Q3 		$5.85M Buy
64,091
+3,266
+5% +$321K 3.07% 12
2023
Q2 		$6.03M Buy
60,825
+6,734
+12% +$699K 3.03% 13
2023
Q1 		$5.63M Buy
54,091
+9,280
+21% +$966K 3.34% 11
2022
Q4 		$4.45M Sell
44,811
-393
-0.9% -$37.1K 2.74% 16
2022
Q3 		$3.81M Buy
45,204
+1,876
+4% +$159K 2.43% 18
2022
Q2 		$3.31M Buy
43,328
+4,609
+12% +$354K 2.14% 20
2022
Q1 		$3.52M Buy
38,719
+4,421
+13% +$417K 1.89% 22
2021
Q4 		$4.01M Buy
34,298
+1,689
+5% +$190K 2.01% 21
2021
Q3 		$3.6M Buy
32,609
+945
+3% +$111K 2.1% 20
2021
Q2 		$3.54M Buy
31,664
+2,099
+7% +$237K 2.13% 20
2021
Q1 		$3.23M Buy
29,565
+11,467
+63% +$1.2M 2.14% 22
2020
Q4 		$1.94M Buy
18,098
+536
+3% +$51.2K 1.35% 27
2020
Q3 		$1.51M Buy
17,562
+1,091
+7% +$87K 1.16% 29
2020
Q2 		$1.21M Buy
+16,471
New +$1.24M 1.04% 32
2020
Q1 		– Sell
-33,605
Closed -$2.96M – 53
2019
Q4 		$2.96M Buy
+33,605
New +$2.87M 2.81% 16

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

Hixon Zuercher's SBUX Position: Q2 2026 in Review

Hixon Zuercher reduced its Starbucks (SBUX) stake by 2.5% in Q2 2026, selling an estimated $73K and leaving 28,170 shares worth $2.88M. The position accounts for 0.84% of the portfolio, ranked #38.

Hixon Zuercher first reported a position in SBUX in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.19M in Q4 2023. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Hixon Zuercher held 28,170 shares of Starbucks worth $2.88M as of Q2 2026.
  • Hixon Zuercher sold 725 Starbucks shares in Q2 2026, an estimated $73K.
  • Starbucks made up 0.84% of Hixon Zuercher's portfolio in Q2 2026, its #38 holding.
  • Hixon Zuercher first reported a position in Starbucks in Q4 2019 and has held it in 26 quarters since.
  • Hixon Zuercher's Starbucks position peaked at $6.19M in Q4 2023.
  • 772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Hixon Zuercher's 13F filing for Q2 2026, filed 20 Jul 2026.