LRIA
SBUX icon

Leonard Rickey Investment Advisors’s Starbucks SBUX Stock Holding History

Leonard Rickey Investment 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 		$275K Sell
2,691
-1,911
-42% -$192K 0.04% 102
2026
Q1 		$412K Sell
4,602
-902
-16% -$85.3K 0.07% 75
2025
Q4 		$456K Hold
5,504
– – 0.08% 76
2025
Q3 		$466K Sell
5,504
-23
-0.4% -$2.06K 0.09% 69
2025
Q2 		$506K Sell
5,527
-97
-2% -$8.41K 0.1% 61
2025
Q1 		$481K Sell
5,624
-1,306
-19% -$135K 0.1% 59
2024
Q4 		$632K Buy
6,930
+4
+0.1% +$387 0.15% 55
2024
Q3 		$675K Buy
6,926
+140
+2% +$12K 0.15% 51
2024
Q2 		$528K Buy
6,786
+614
+10% +$50K 0.13% 57
2024
Q1 		$564K Sell
6,172
-27
-0.4% -$2.51K 0.15% 50
2023
Q4 		$595K Buy
6,199
+1,453
+31% +$141K 0.18% 50
2023
Q3 		$433K Sell
4,746
-29
-0.6% -$2.85K 0.14% 52
2023
Q2 		$473K Buy
4,775
+16
+0.3% +$1.66K 0.18% 46
2023
Q1 		$496K Sell
4,759
-324
-6% -$33.7K 0.19% 42
2022
Q4 		$504K Buy
5,083
+1,073
+27% +$101K 0.21% 39
2022
Q3 		$338K Buy
4,010
+66
+2% +$5.61K 0.16% 46
2022
Q2 		$301K Buy
3,944
+8
+0.2% +$614 0.13% 49
2022
Q1 		$358K Sell
3,936
-43
-1% -$4.06K 0.14% 50
2021
Q4 		$465K Sell
3,979
-1
-0% -$113 0.17% 45
2021
Q3 		$439K Buy
3,980
+34
+0.9% +$3.98K 0.18% 45
2021
Q2 		$484K Buy
3,946
+401
+11% +$45.3K 0.21% 40
2021
Q1 		$387K Sell
3,545
-16
-0.4% -$1.68K 0.16% 41
2020
Q4 		$381K Sell
3,561
-131
-4% -$12.5K 0.17% 39
2020
Q3 		$317K Buy
+3,692
New +$294K 0.2% 39
2019
Q4 		– Sell
-3,891
Closed -$344K – 88
2019
Q3 		$344K Sell
3,891
-24
-0.6% -$2.23K 0.23% 46
2019
Q2 		$328K Buy
3,915
+14
+0.4% +$1.1K 0.22% 49
2019
Q1 		$290K Sell
3,901
-70
-2% -$4.81K 0.21% 53
2018
Q4 		$256K Buy
+3,971
New +$249K 0.21% 54

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Leonard Rickey Investment Advisors's SBUX Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its Starbucks (SBUX) stake by 42% in Q2 2026, selling an estimated $192K and leaving 2,691 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #102.

Leonard Rickey Investment Advisors first reported a position in SBUX in Q4 2018 and has held it in 28 quarters since. The position peaked at $675K in Q3 2024. 1,087 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Leonard Rickey Investment Advisors held 2,691 shares of Starbucks worth $275K as of Q2 2026.
  • Leonard Rickey Investment Advisors sold 1,911 Starbucks shares in Q2 2026, an estimated $192K.
  • Starbucks made up 0.04% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #102 holding.
  • Leonard Rickey Investment Advisors first reported a position in Starbucks in Q4 2018 and has held it in 28 quarters since.
  • Leonard Rickey Investment Advisors's Starbucks position peaked at $675K in Q3 2024.
  • 1,087 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.