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Krilogy Financial’s Starbucks SBUX Stock Holding History

Krilogy Financial’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 		$757K Buy
7,408
+34
+0.5% +$3.42K 0.02% 478
2026
Q1 		$725K Sell
7,374
-311
-4% -$29.4K 0.02% 457
2025
Q4 		$740K Sell
7,685
-123
-2% -$10.4K 0.03% 427
2025
Q3 		$647K Buy
+7,808
New +$699K 0.02% 448
2023
Q2 		– Sell
-7,644
Closed -$796K – 354
2023
Q1 		$796K Buy
7,644
+150
+2% +$15.6K 0.07% 206
2022
Q4 		$743K Buy
7,494
+1,122
+18% +$106K 0.07% 197
2022
Q3 		$537K Buy
6,372
+80
+1% +$6.8K 0.06% 195
2022
Q2 		$481K Sell
6,292
-141
-2% -$10.8K 0.06% 209
2022
Q1 		$585K Buy
6,433
+2,108
+49% +$199K 0.06% 191
2021
Q4 		$506K Buy
4,325
+2,027
+88% +$229K 0.05% 187
2021
Q3 		$253K Buy
2,298
+95
+4% +$11.1K 0.03% 244
2021
Q2 		$246K Sell
2,203
-201
-8% -$22.7K 0.02% 245
2021
Q1 		$263K Buy
+2,404
New +$252K 0.03% 227
2018
Q4 		– Sell
-1,756
Closed -$100K – 561
2018
Q3 		$100K Buy
+1,756
New +$92.8K 0.02% 219
2018
Q2 		– Sell
-3,587
Closed -$208K – 530
2018
Q1 		$208K Sell
3,587
-198
-5% -$11.4K 0.05% 154
2017
Q4 		$217K Sell
3,785
-564
-13% -$31.9K 0.05% 147
2017
Q3 		$234K Sell
4,349
-432
-9% -$23.9K 0.06% 151
2017
Q2 		$279K Sell
4,781
-1,370
-22% -$82.8K 0.08% 104
2017
Q1 		$342K Hold
6,151
– – 0.11% 86
2016
Q4 		$342K Sell
6,151
-128
-2% -$7.09K 0.11% 86
2016
Q3 		$340K Sell
6,279
-857
-12% -$47.9K 0.11% 87
2016
Q2 		$408K Buy
7,136
+762
+12% +$43.3K 0.14% 77
2016
Q1 		$381K Buy
6,374
+1,712
+37% +$99.7K 0.16% 63
2015
Q4 		$280K Buy
4,662
+751
+19% +$45.7K 0.26% 45
2015
Q3 		$222K Buy
+3,911
New +$219K 0.11% 77

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

Krilogy Financial's SBUX Position: Q2 2026 in Review

Krilogy Financial increased its Starbucks (SBUX) stake by 0.46% in Q2 2026, buying an estimated $3.42K and bringing the position to 7,408 shares worth $757K. The position accounts for 0.02% of the portfolio, ranked #478.

Krilogy Financial first reported a position in SBUX in Q3 2015 and has held it in 25 quarters since. The position peaked at $796K in Q1 2023. 840 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Krilogy Financial held 7,408 shares of Starbucks worth $757K as of Q2 2026.
  • Krilogy Financial bought 34 Starbucks shares in Q2 2026, an estimated $3.42K.
  • Starbucks made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #478 holding.
  • Krilogy Financial first reported a position in Starbucks in Q3 2015 and has held it in 25 quarters since.
  • Krilogy Financial's Starbucks position peaked at $796K in Q1 2023.
  • 840 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.