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JGP Wealth Management’s Starbucks SBUX Stock Holding History

JGP 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 		$1.07M Sell
10,422
-256
-2% -$25.8K 0.1% 107
2026
Q1 		$957K Sell
10,678
-177
-2% -$16.7K 0.1% 105
2025
Q4 		$914K Sell
10,855
-342
-3% -$28.9K 0.1% 118
2025
Q3 		$971K Buy
11,197
+158
+1% +$14.1K 0.11% 109
2025
Q2 		$1.01M Buy
11,039
+208
+2% +$18K 0.12% 96
2025
Q1 		$1.06M Buy
10,831
+78
+0.7% +$8.06K 0.14% 89
2024
Q4 		$981K Buy
10,753
+69
+0.6% +$6.67K 0.13% 96
2024
Q3 		$1.04M Buy
10,684
+187
+2% +$16K 0.13% 87
2024
Q2 		$817K Sell
10,497
-89
-0.8% -$7.25K 0.12% 94
2024
Q1 		$967K Sell
10,586
-47
-0.4% -$4.37K 0.14% 84
2023
Q4 		$1.02M Sell
10,633
-88
-0.8% -$8.56K 0.15% 86
2023
Q3 		$979K Buy
10,721
+157
+1% +$15.4K 0.16% 83
2023
Q2 		$1.05M Sell
10,564
-504
-5% -$52.3K 0.17% 81
2023
Q1 		$1.15M Buy
11,068
+328
+3% +$34.1K 0.2% 75
2022
Q4 		$1.07M Sell
10,740
-12
-0.1% -$1.13K 0.2% 77
2022
Q3 		$936K Buy
10,752
+1,285
+14% +$109K 0.2% 75
2022
Q2 		$747K Buy
9,467
+58
+0.6% +$4.45K 0.15% 84
2022
Q1 		$767K Sell
9,409
-1,556
-14% -$147K 0.14% 90
2021
Q4 		$1.21M Buy
10,965
+10
+0.1% +$1.13K 0.23% 73
2021
Q3 		$1.21M Buy
10,955
+8
+0.1% +$937 0.26% 68
2021
Q2 		$1.22M Buy
10,947
+25
+0.2% +$2.83K 0.26% 65
2021
Q1 		$1.19M Sell
10,922
-191
-2% -$20.1K 0.27% 65
2020
Q4 		$1.15M Buy
11,113
+22
+0.2% +$2.1K 0.27% 63
2020
Q3 		$981K Buy
11,091
+30
+0.3% +$2.39K 0.26% 67
2020
Q2 		$820K Hold
11,061
– – 0.24% 68
2020
Q1 		$792K Sell
11,061
-250
-2% -$20.2K 0.28% 72
2019
Q4 		$997K Sell
11,311
-45
-0.4% -$3.84K 0.29% 71
2019
Q3 		$958K Buy
11,356
+96
+0.9% +$8.9K 0.33% 72
2019
Q2 		$944K Hold
11,260
– – 0.33% 75
2019
Q1 		$837K Hold
11,260
– – 0.32% 78
2018
Q4 		$725K Buy
11,260
+1,982
+21% +$124K 0.3% 79
2018
Q3 		$528K Hold
9,278
– – 0.21% 84
2018
Q2 		$453K Buy
+9,278
New +$527K 0.19% 88

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

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

JGP Wealth Management reduced its Starbucks (SBUX) stake by 2.4% in Q2 2026, selling an estimated $25.8K and leaving 10,422 shares worth $1.07M. The position accounts for 0.1% of the portfolio, ranked #107.

JGP Wealth Management first reported a position in SBUX in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.22M in Q2 2021. 840 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • JGP Wealth Management held 10,422 shares of Starbucks worth $1.07M as of Q2 2026.
  • JGP Wealth Management sold 256 Starbucks shares in Q2 2026, an estimated $25.8K.
  • Starbucks made up 0.1% of JGP Wealth Management's portfolio in Q2 2026, its #107 holding.
  • JGP Wealth Management first reported a position in Starbucks in Q2 2018 and has held it in 33 quarters since.
  • JGP Wealth Management's Starbucks position peaked at $1.22M in Q2 2021.
  • 840 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.