IA
SBUX icon

IFP Advisors’s Starbucks SBUX Stock Holding History

IFP 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
2019
Q1 		– Sell
-200
Closed -$13K – 3242
2018
Q4 		$13K Hold
200
– – ﹤0.01% 2371
2018
Q3 		$11K Sell
200
-100
-33% -$5.29K ﹤0.01% 2813
2018
Q2 		$15K Buy
+300
New +$17K ﹤0.01% 2656

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

IFP Advisors's SBUX Position: Q2 2026 in Review

IFP Advisors reduced its Starbucks (SBUX) stake by 29% in Q2 2026, selling an estimated $999K and leaving 23,885 shares worth $2.44M. The position accounts for 0.04% of the portfolio, ranked #426.

IFP Advisors first reported a position in SBUX in Q4 2015 and has held it in 42 quarters since. The position peaked at $9.21M in Q4 2021. 780 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • IFP Advisors held 23,885 shares of Starbucks worth $2.44M as of Q2 2026.
  • IFP Advisors sold 9,917 Starbucks shares in Q2 2026, an estimated $999K.
  • Starbucks made up 0.04% of IFP Advisors's portfolio in Q2 2026, its #426 holding.
  • IFP Advisors first reported a position in Starbucks in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Starbucks position peaked at $9.21M in Q4 2021.
  • 780 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.