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Lineweaver Wealth Advisors’s Starbucks SBUX Stock Holding History

Lineweaver Wealth 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 		$272K Buy
2,659
+123
+5% +$12.4K 0.03% 161
2026
Q1 		$227K Sell
2,536
-99
-4% -$9.37K 0.03% 156
2025
Q4 		$222K Buy
2,635
+103
+4% +$8.69K 0.03% 172
2025
Q3 		$214K Sell
2,532
-105
-4% -$9.4K 0.03% 161
2025
Q2 		$242K Buy
2,637
+79
+3% +$6.85K 0.04% 144
2025
Q1 		$251K Buy
+2,558
New +$264K 0.04% 131
2024
Q1 		– Sell
-2,838
Closed -$273K – 132
2023
Q4 		$273K Sell
2,838
-103
-4% -$10K 0.07% 115
2023
Q3 		$269K Buy
2,941
+101
+4% +$9.91K 0.08% 120
2023
Q2 		$281K Sell
2,840
-110
-4% -$11.4K 0.08% 104
2023
Q1 		$307K Sell
2,950
-99
-3% -$10.3K 0.09% 106
2022
Q4 		$302K Sell
3,049
-7,330
-71% -$692K 0.09% 105
2022
Q3 		$874K Buy
10,379
+1,232
+13% +$105K 0.28% 64
2022
Q2 		$698K Sell
9,147
-336
-4% -$25.8K 0.23% 73
2022
Q1 		$862K Buy
9,483
+513
+6% +$48.4K 0.25% 70
2021
Q4 		$1.05M Sell
8,970
-143
-2% -$16.1K 0.3% 53
2021
Q3 		$1M Buy
9,113
+442
+5% +$51.8K 0.31% 52
2021
Q2 		$969K Buy
8,671
+138
+2% +$15.6K 0.32% 47
2021
Q1 		$932K Buy
8,533
+1,894
+29% +$199K 0.33% 45
2020
Q4 		$710K Buy
6,639
+490
+8% +$46.8K 0.28% 43
2020
Q3 		$528K Buy
6,149
+660
+12% +$52.6K 0.24% 50
2020
Q2 		$403K Buy
5,489
+140
+3% +$10.5K 0.2% 51
2020
Q1 		$346K Sell
5,349
-196
-4% -$15.9K 0.22% 51
2019
Q4 		$487K Buy
+5,545
New +$473K 0.27% 36

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

Lineweaver Wealth Advisors's SBUX Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its Starbucks (SBUX) stake by 4.9% in Q2 2026, buying an estimated $12.4K and bringing the position to 2,659 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #161.

Lineweaver Wealth Advisors first reported a position in SBUX in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.05M in Q4 2021. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Lineweaver Wealth Advisors held 2,659 shares of Starbucks worth $272K as of Q2 2026.
  • Lineweaver Wealth Advisors bought 123 Starbucks shares in Q2 2026, an estimated $12.4K.
  • Starbucks made up 0.03% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #161 holding.
  • Lineweaver Wealth Advisors first reported a position in Starbucks in Q4 2019 and has held it in 23 quarters since.
  • Lineweaver Wealth Advisors's Starbucks position peaked at $1.05M in Q4 2021.
  • 772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.