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HRC Wealth Management’s Starbucks SBUX Stock Holding History

HRC Wealth Management’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 		$270K Hold
2,639
– – 0.11% 50
2026
Q1 		$236K Hold
2,639
– – 0.11% 55
2025
Q4 		$222K Sell
2,639
-920
-26% -$77.6K 0.11% 52
2025
Q3 		$301K Sell
3,559
-262
-7% -$23.5K 0.15% 44
2025
Q2 		$350K Buy
3,821
+7
+0.2% +$607 0.19% 40
2025
Q1 		$374K Buy
3,814
+6
+0.2% +$620 0.23% 35
2024
Q4 		$348K Buy
3,808
+1,457
+62% +$141K 0.21% 34
2024
Q3 		$229K Buy
+2,351
New +$202K 0.15% 40
2024
Q2 		– Sell
-2,338
Closed -$214K – 44
2024
Q1 		$214K Buy
2,338
+2
+0.1% +$186 0.16% 38
2023
Q4 		$224K Buy
+2,336
New +$227K 0.19% 23

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HRC Wealth Management's SBUX Position: Q2 2026 in Review

HRC Wealth Management held its Starbucks (SBUX) position steady in Q2 2026 at 2,639 shares worth $270K. The position accounts for 0.11% of the portfolio, ranked #50.

HRC Wealth Management first reported a position in SBUX in Q4 2023 and has held it in 10 quarters since. The position peaked at $374K in Q1 2025. 1,083 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • HRC Wealth Management held 2,639 shares of Starbucks worth $270K as of Q2 2026.
  • HRC Wealth Management left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up 0.11% of HRC Wealth Management's portfolio in Q2 2026, its #50 holding.
  • HRC Wealth Management first reported a position in Starbucks in Q4 2023 and has held it in 10 quarters since.
  • HRC Wealth Management's Starbucks position peaked at $374K in Q1 2025.
  • 1,083 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.