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MBL Wealth’s Starbucks SBUX Stock Holding History

MBL Wealth’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 		$616K Sell
6,030
-98
-2% -$9.87K 0.04% 183
2026
Q1 		$549K Buy
6,128
+355
+6% +$33.6K 0.04% 183
2025
Q4 		$486K Buy
5,773
+3,118
+117% +$263K 0.04% 184
2025
Q3 		$225K Buy
2,655
+132
+5% +$11.8K 0.02% 235
2025
Q2 		$231K Buy
2,523
+251
+11% +$21.8K 0.02% 216
2025
Q1 		$223K Buy
+2,272
New +$235K 0.02% 218
2024
Q1 		– Sell
-2,230
Closed -$214K – 205
2023
Q4 		$214K Sell
2,230
-50
-2% -$4.87K 0.03% 173
2023
Q3 		$208K Sell
2,280
-3,106
-58% -$305K 0.03% 161
2023
Q2 		$534K Buy
5,386
+3,296
+158% +$342K 0.08% 105
2023
Q1 		$218K Buy
+2,090
New +$218K 0.03% 147
2022
Q2 		– Sell
-2,760
Closed -$251K – 170
2022
Q1 		$251K Buy
+2,760
New +$260K 0.06% 145
2021
Q1 		$327K Sell
2,992
-4
-0.1% -$420 0.11% 110
2020
Q4 		$321K Buy
+2,996
New +$286K 0.13% 97

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

MBL Wealth's SBUX Position: Q2 2026 in Review

MBL Wealth reduced its Starbucks (SBUX) stake by 1.6% in Q2 2026, selling an estimated $9.87K and leaving 6,030 shares worth $616K. The position accounts for 0.04% of the portfolio, ranked #183.

MBL Wealth first reported a position in SBUX in Q4 2020 and has held it in 13 quarters since. 840 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • MBL Wealth held 6,030 shares of Starbucks worth $616K as of Q2 2026.
  • MBL Wealth sold 98 Starbucks shares in Q2 2026, an estimated $9.87K.
  • Starbucks made up 0.04% of MBL Wealth's portfolio in Q2 2026, its #183 holding.
  • MBL Wealth first reported a position in Starbucks in Q4 2020 and has held it in 13 quarters since.
  • 840 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.