LifeSteps Financial’s Starbucks SBUX Stock Holding History

LifeSteps 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	$96.7K	Buy	+946	New	+$95.3K	0.05%	157
2024 Q2	–	Sell	-1,055	Closed	-$96.4K	–	339
2024 Q1	$96.4K	Buy	+1,055	New	+$98.1K	0.07%	111
2022 Q4	–	Sell	-2,637	Closed	-$222K	–	79
2022 Q3	$222K	Buy	2,637 +5	+0.2%	+$425	0.25%	67
2022 Q2	$201K	Sell	2,632 -45	-2%	-$3.46K	0.21%	75
2022 Q1	$244K	Buy	2,677 +14	+0.5%	+$1.32K	0.18%	75
2021 Q4	$311K	Sell	2,663 -56	-2%	-$6.31K	0.22%	63
2021 Q3	$300K	Buy	2,719 +100	+4%	+$11.7K	0.23%	63
2021 Q2	$293K	Buy	2,619 +56	+2%	+$6.33K	0.23%	68
2021 Q1	$280K	Hold	2,563	–	–	0.23%	70
2020 Q4	$274K	Hold	2,563	–	–	0.25%	66
2020 Q3	$220K	Buy	+2,563	New	+$204K	0.23%	73
2020 Q1	–	Sell	-2,563	Closed	-$225K	–	92
2019 Q4	$225K	Buy	+2,563	New	+$219K	0.21%	84

Other funds holding SBUX

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

LifeSteps Financial's SBUX Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Starbucks (SBUX) in Q2 2026: 946 shares worth $96.7K. The stake represents 0.05% of the portfolio and ranks #157 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in SBUX as recently as Q1 2024.

LifeSteps Financial first reported a position in SBUX in Q4 2019 and has held it in 12 quarters since. The position peaked at $311K in Q4 2021. 674 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

LifeSteps Financial held 946 shares of Starbucks worth $96.7K as of Q2 2026.
Starbucks was a new LifeSteps Financial position in Q2 2026.
Starbucks made up 0.05% of LifeSteps Financial's portfolio in Q2 2026, its #157 holding.
LifeSteps Financial first reported a position in Starbucks in Q4 2019 and has held it in 12 quarters since.
LifeSteps Financial's Starbucks position peaked at $311K in Q4 2021.
674 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.