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Lakeridge Wealth Management’s Starbucks SBUX Stock Holding History

Lakeridge 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 		$458K Buy
4,486
+97
+2% +$9.77K 0.17% 111
2026
Q1 		$393K Buy
4,389
+26
+0.6% +$2.46K 0.17% 114
2025
Q4 		$367K Buy
4,363
+106
+2% +$8.94K 0.17% 115
2025
Q3 		$360K Sell
4,257
-110
-3% -$9.85K 0.16% 105
2025
Q2 		$400K Buy
4,367
+22
+0.5% +$1.91K 0.18% 97
2025
Q1 		$426K Buy
4,345
+93
+2% +$9.61K 0.21% 94
2024
Q4 		$388K Buy
4,252
+31
+0.7% +$3K 0.2% 93
2024
Q3 		$411K Buy
4,221
+32
+0.8% +$2.75K 0.23% 87
2024
Q2 		$326K Sell
4,189
-185
-4% -$15.1K 0.2% 101
2024
Q1 		$400K Buy
4,374
+20
+0.5% +$1.86K 0.26% 76
2023
Q4 		$418K Buy
+4,354
New +$424K 0.3% 67

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

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

Lakeridge Wealth Management increased its Starbucks (SBUX) stake by 2.2% in Q2 2026, buying an estimated $9.77K and bringing the position to 4,486 shares worth $458K. The position accounts for 0.17% of the portfolio, ranked #111.

Lakeridge Wealth Management first reported a position in SBUX in Q4 2023 and has held it in 11 quarters since. 839 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Lakeridge Wealth Management held 4,486 shares of Starbucks worth $458K as of Q2 2026.
  • Lakeridge Wealth Management bought 97 Starbucks shares in Q2 2026, an estimated $9.77K.
  • Starbucks made up 0.17% of Lakeridge Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Lakeridge Wealth Management first reported a position in Starbucks in Q4 2023 and has held it in 11 quarters since.
  • 839 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.