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Keudell/Morrison Wealth Management’s Starbucks SBUX Stock Holding History

Keudell/Morrison 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 		$1.19M Buy
11,662
+93
+0.8% +$9.37K 0.23% 71
2026
Q1 		$1.04M Sell
11,569
-990
-8% -$93.6K 0.21% 73
2025
Q4 		$1.06M Buy
+12,559
New +$1.06M 0.22% 70
2025
Q2 		$1.06M Buy
11,542
+603
+6% +$52.3K 0.23% 63
2025
Q1 		$1.07M Buy
10,939
+1,072
+11% +$111K 0.25% 62
2024
Q4 		$900K Buy
9,867
+370
+4% +$35.8K 0.23% 70
2024
Q3 		$926K Buy
9,497
+61
+0.6% +$5.23K 0.25% 70
2024
Q2 		$735K Buy
9,436
+644
+7% +$52.4K 0.21% 84
2024
Q1 		$804K Sell
8,792
-150
-2% -$14K 0.24% 78
2023
Q4 		$858K Buy
8,942
+466
+5% +$45.4K 0.28% 69
2023
Q3 		$774K Buy
8,476
+221
+3% +$21.7K 0.24% 69
2023
Q2 		$818K Buy
8,255
+5
+0.1% +$519 0.24% 72
2023
Q1 		$859K Sell
8,250
-131
-2% -$13.6K 0.25% 64
2022
Q4 		$831K Sell
8,381
-695
-8% -$65.6K 0.27% 71
2022
Q3 		$765K Sell
9,076
-457
-5% -$38.8K 0.29% 68
2022
Q2 		$728K Buy
9,533
+535
+6% +$41.1K 0.26% 77
2022
Q1 		$819K Sell
8,998
-2,342
-21% -$221K 0.34% 71
2021
Q4 		$1.33M Sell
11,340
-213
-2% -$24K 0.52% 48
2021
Q3 		$1.27M Sell
11,553
-393
-3% -$46K 0.55% 48
2021
Q2 		$1.34M Sell
11,946
-612
-5% -$69.2K 0.73% 42
2021
Q1 		$1.37M Sell
12,558
-210
-2% -$22K 0.8% 36
2020
Q4 		$1.37M Sell
12,768
-854
-6% -$81.5K 0.87% 30
2020
Q3 		$1.17M Sell
13,622
-480
-3% -$38.3K 0.75% 36
2020
Q2 		$1.04M Buy
14,102
+1,329
+10% +$99.9K 0.86% 37
2020
Q1 		$840K Sell
12,773
-1,289
-9% -$104K 0.82% 42
2019
Q4 		$1.24M Sell
14,062
-80
-0.6% -$6.82K 0.85% 34
2019
Q3 		$1.25M Sell
14,142
-1,170
-8% -$108K 1.03% 27
2019
Q2 		$1.46M Sell
15,312
-1,457
-9% -$114K 1.28% 19
2019
Q1 		$1.25M Buy
+16,769
New +$1.15M 1.1% 28

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

Keudell/Morrison Wealth Management's SBUX Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Starbucks (SBUX) stake by 0.8% in Q2 2026, buying an estimated $9.37K and bringing the position to 11,662 shares worth $1.19M. The position accounts for 0.23% of the portfolio, ranked #71.

Keudell/Morrison Wealth Management first reported a position in SBUX in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.46M in Q2 2019. 839 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Keudell/Morrison Wealth Management held 11,662 shares of Starbucks worth $1.19M as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 93 Starbucks shares in Q2 2026, an estimated $9.37K.
  • Starbucks made up 0.23% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Keudell/Morrison Wealth Management first reported a position in Starbucks in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's Starbucks position peaked at $1.46M in Q2 2019.
  • 839 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.