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Marion Wealth Management’s Starbucks SBUX Stock Holding History

Marion 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 		$2.86M Buy
28,005
+25,671
+1,100% +$2.59M 0.58% 42
2026
Q1 		$209K Buy
2,334
+4
+0.2% +$378 0.05% 142
2025
Q4 		$228K Sell
2,330
-641
-22% -$54.1K 0.05% 132
2025
Q3 		$251K Sell
2,971
-766
-20% -$68.6K 0.06% 121
2025
Q2 		$342K Buy
3,737
+4
+0.1% +$347 0.09% 102
2025
Q1 		$366K Sell
3,733
-493
-12% -$51K 0.1% 95
2024
Q4 		$386K Sell
4,226
-56
-1% -$5.42K 0.1% 97
2024
Q3 		$417K Sell
4,282
-2
-0% -$172 0.11% 96
2024
Q2 		$333K Sell
4,284
-175
-4% -$14.3K 0.1% 99
2024
Q1 		$408K Sell
4,459
-369
-8% -$34.3K 0.12% 96
2023
Q4 		$464K Sell
4,828
-16,909
-78% -$1.65M 0.15% 86
2023
Q3 		$1.98M Buy
21,737
+590
+3% +$57.9K 0.7% 36
2023
Q2 		$2.09M Buy
21,147
+442
+2% +$45.9K 0.74% 34
2023
Q1 		$2.16M Sell
20,705
-660
-3% -$68.7K 0.8% 28
2022
Q4 		$2.12M Buy
21,365
+2,089
+11% +$197K 0.89% 27
2022
Q3 		$1.62M Buy
19,276
+1,557
+9% +$132K 0.83% 26
2022
Q2 		$1.35M Buy
17,719
+4,396
+33% +$338K 0.71% 35
2022
Q1 		$1.21M Buy
13,323
+524
+4% +$49.5K 0.59% 40
2021
Q4 		$1.5M Buy
+12,799
New +$1.44M 0.71% 31

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

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

Marion Wealth Management increased its Starbucks (SBUX) stake by 1,100% in Q2 2026, buying an estimated $2.59M and bringing the position to 28,005 shares worth $2.86M. The position accounts for 0.58% of the portfolio, ranked #42.

Marion Wealth Management first reported a position in SBUX in Q4 2021 and has held it in 19 quarters since. 403 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Marion Wealth Management held 28,005 shares of Starbucks worth $2.86M as of Q2 2026.
  • Marion Wealth Management bought 25,671 Starbucks shares in Q2 2026, an estimated $2.59M.
  • Starbucks made up 0.58% of Marion Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Marion Wealth Management first reported a position in Starbucks in Q4 2021 and has held it in 19 quarters since.
  • 403 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.