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JNBA Financial Advisors’s Starbucks SBUX Stock Holding History

JNBA Financial 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
2026
Q2 		$226K Sell
2,213
-100
-4% -$10.1K 0.02% 188
2026
Q1 		$207K Buy
2,313
+99
+4% +$9.37K 0.02% 186
2025
Q4 		$186K Sell
2,214
-18
-0.8% -$1.52K 0.02% 186
2025
Q3 		$189K Hold
2,232
– – 0.02% 182
2025
Q2 		$205K Hold
2,232
– – 0.02% 176
2025
Q1 		$219K Sell
2,232
-108
-5% -$11.2K 0.02% 173
2024
Q4 		$214K Hold
2,340
– – 0.02% 173
2024
Q3 		$228K Sell
2,340
-321
-12% -$27.5K 0.02% 176
2024
Q2 		$207K Hold
2,661
– – 0.02% 184
2024
Q1 		$243K Hold
2,661
– – 0.03% 177
2023
Q4 		$255K Sell
2,661
-20
-0.7% -$1.95K 0.03% 180
2023
Q3 		$245K Buy
2,681
+20
+0.8% +$1.96K 0.03% 175
2023
Q2 		$264K Buy
2,661
+25
+0.9% +$2.6K 0.03% 175
2023
Q1 		$274K Buy
2,636
+56
+2% +$5.83K 0.04% 171
2022
Q4 		$256K Sell
2,580
-136
-5% -$12.8K 0.04% 171
2022
Q3 		$229K Sell
2,716
-76
-3% -$6.46K 0.04% 174
2022
Q2 		$213K Sell
2,792
-694
-20% -$53.3K 0.03% 177
2022
Q1 		$317K Sell
3,486
-39
-1% -$3.68K 0.04% 157
2021
Q4 		$412K Buy
3,525
+215
+6% +$24.2K 0.05% 143
2021
Q3 		$365K Hold
3,310
– – 0.05% 145
2021
Q2 		$370K Sell
3,310
-50
-1% -$5.65K 0.05% 144
2021
Q1 		$367K Buy
3,360
+436
+15% +$45.8K 0.05% 137
2020
Q4 		$313K Buy
2,924
+264
+10% +$25.2K 0.05% 140
2020
Q3 		$229K Buy
2,660
+24
+0.9% +$1.91K 0.05% 146
2020
Q2 		$194K Sell
2,636
-80
-3% -$6.01K 0.04% 153
2020
Q1 		$179K Buy
2,716
+325
+14% +$26.3K 0.04% 150
2019
Q4 		$210K Hold
2,391
– – 0.04% 148
2019
Q3 		$211K Buy
2,391
+50
+2% +$4.64K 0.04% 142
2019
Q2 		$196K Sell
2,341
-29
-1% -$2.27K 0.04% 147
2019
Q1 		$176K Sell
2,370
-291
-11% -$20K 0.04% 147
2018
Q4 		$171K Buy
2,661
+830
+45% +$52K 0.04% 135
2018
Q3 		$104K Sell
1,831
-794
-30% -$42K 0.05% 177
2018
Q2 		$128K Hold
2,625
– – 0.03% 154
2018
Q1 		$152K Hold
2,625
– – 0.03% 142
2017
Q4 		$151K Sell
2,625
-50
-2% -$2.83K 0.03% 141
2017
Q3 		$144K Buy
2,675
+250
+10% +$13.9K 0.03% 138
2017
Q2 		$141K Sell
2,425
-440
-15% -$26.6K 0.03% 141
2017
Q1 		$167K Hold
2,865
– – 0.04% 131
2016
Q4 		$159K Sell
2,865
-3,565
-55% -$197K 0.04% 130
2016
Q3 		$348K Buy
6,430
+3,990
+164% +$223K 0.05% 139
2016
Q2 		$139K Sell
2,440
-108
-4% -$6.14K 0.04% 149
2016
Q1 		$152K Buy
2,548
+108
+4% +$6.29K 0.05% 122
2015
Q4 		$146K Hold
2,440
– – 0.06% 123
2015
Q3 		$139K Buy
2,440
+800
+49% +$44.8K 0.06% 115
2015
Q2 		$88K Sell
1,640
-800
-33% -$40.6K 0.03% 143
2015
Q1 		$116K Sell
2,440
-1,000
-29% -$44.9K 0.04% 122
2014
Q4 		$141K Buy
3,440
+400
+13% +$15.6K 0.06% 112
2014
Q3 		$115K Buy
3,040
+1,600
+111% +$61.9K 0.05% 122
2014
Q2 		$56K Hold
1,440
– – 0.03% 172
2014
Q1 		$53K Hold
1,440
– – 0.03% 165
2013
Q4 		$56K Buy
1,440
+1,000
+227% +$39.6K 0.03% 158
2013
Q3 		$17K Hold
440
– – 0.01% 253
2013
Q2 		$14K Buy
+440
New +$13.7K 0.01% 234

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

JNBA Financial Advisors's SBUX Position: Q2 2026 in Review

JNBA Financial Advisors reduced its Starbucks (SBUX) stake by 4.3% in Q2 2026, selling an estimated $10.1K and leaving 2,213 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #188.

JNBA Financial Advisors first reported a position in SBUX in Q2 2013 and has held it in 53 quarters since. The position peaked at $412K in Q4 2021. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • JNBA Financial Advisors held 2,213 shares of Starbucks worth $226K as of Q2 2026.
  • JNBA Financial Advisors sold 100 Starbucks shares in Q2 2026, an estimated $10.1K.
  • Starbucks made up 0.02% of JNBA Financial Advisors's portfolio in Q2 2026, its #188 holding.
  • JNBA Financial Advisors first reported a position in Starbucks in Q2 2013 and has held it in 53 quarters since.
  • JNBA Financial Advisors's Starbucks position peaked at $412K in Q4 2021.
  • 772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.