Martel Wealth Advisors’s Starbucks SBUX Stock Holding History

Martel 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	$206K	Buy	+2,011	New	+$203K	0.03%	59
2025 Q2	–	Sell	-2,487	Closed	-$244K	–	72
2025 Q1	$244K	Buy	+2,487	New	+$257K	0.05%	63
2024 Q4	–	Sell	-2,071	Closed	-$200K	–	74
2024 Q3	$200K	Sell	2,071 -813	-28%	-$69.8K	0.04%	53
2024 Q2	$224K	Buy	2,884 +12	+0.4%	+$977	0.05%	48
2024 Q1	$262K	Sell	2,872 -10	-0.3%	-$930	0.06%	45
2023 Q4	$277K	Buy	2,882 +468	+19%	+$45.6K	0.06%	43
2023 Q3	$220K	Buy	2,414 +9	+0.4%	+$883	0.05%	49
2023 Q2	$238K	Buy	2,405 +8	+0.3%	+$830	0.06%	50
2023 Q1	$250K	Buy	+2,397	New	+$249K	0.06%	44

Other funds holding SBUX

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

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

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

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

Martel Wealth Advisors opened a new position in Starbucks (SBUX) in Q2 2026: 2,011 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #59 among its holdings. This is a return to the name: Martel Wealth Advisors previously reported a position in SBUX as recently as Q1 2025.

Martel Wealth Advisors first reported a position in SBUX in Q1 2023 and has held it in 9 quarters since. The position peaked at $277K in Q4 2023. 410 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Martel Wealth Advisors held 2,011 shares of Starbucks worth $206K as of Q2 2026.
Starbucks was a new Martel Wealth Advisors position in Q2 2026.
Starbucks made up 0.03% of Martel Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Martel Wealth Advisors first reported a position in Starbucks in Q1 2023 and has held it in 9 quarters since.
Martel Wealth Advisors's Starbucks position peaked at $277K in Q4 2023.
410 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

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