JBR Co Financial Management’s Starbucks SBUX Stock Holding History

JBR Co Financial 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	$464K	Sell	4,541 -804	-15%	-$81K	0.17%	88
2026 Q1	$450K	Hold	5,345	–	–	0.19%	82
2025 Q4	$450K	Hold	5,345	–	–	0.19%	82
2025 Q3	$452K	Sell	5,345 -190	-3%	-$17K	0.19%	80
2025 Q2	$507K	Hold	5,535	–	–	0.25%	71
2025 Q1	$543K	Sell	5,535 -108	-2%	-$11.2K	0.32%	62
2024 Q4	$515K	Sell	5,643 -105	-2%	-$10.2K	0.31%	66
2024 Q3	$560K	Sell	5,748 -245	-4%	-$21K	0.37%	60
2024 Q2	$467K	Sell	5,993 -520	-8%	-$42.3K	0.33%	62
2024 Q1	$595K	Sell	6,513 -65	-1%	-$6.05K	0.48%	52
2023 Q4	$632K	Buy	+6,578	New	+$640K	0.59%	48

Other funds holding SBUX

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

JBR Co Financial Management's SBUX Position: Q2 2026 in Review

JBR Co Financial Management reduced its Starbucks (SBUX) stake by 15% in Q2 2026, selling an estimated $81K and leaving 4,541 shares worth $464K. The position accounts for 0.17% of the portfolio, ranked #88.

JBR Co Financial Management first reported a position in SBUX in Q4 2023 and has held it in 11 quarters since. The position peaked at $632K in Q4 2023. 1,046 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

JBR Co Financial Management held 4,541 shares of Starbucks worth $464K as of Q2 2026.
JBR Co Financial Management sold 804 Starbucks shares in Q2 2026, an estimated $81K.
Starbucks made up 0.17% of JBR Co Financial Management's portfolio in Q2 2026, its #88 holding.
JBR Co Financial Management first reported a position in Starbucks in Q4 2023 and has held it in 11 quarters since.
JBR Co Financial Management's Starbucks position peaked at $632K in Q4 2023.
1,046 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.