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McClarren Financial Advisors’s Starbucks SBUX Stock Holding History

McClarren Financial 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 		$349K Buy
3,414
+17
+0.5% +$1.71K 0.18% 65
2026
Q1 		$304K Buy
+3,397
New +$321K 0.18% 67
2025
Q2 		– Sell
-299
Closed -$102K – 250
2025
Q1 		$102K Buy
+299
New +$30.9K 0.07% 104
2024
Q4 		– Sell
-297
Closed -$159 – 291
2024
Q3 		$159 Sell
297
-14
-5% -$1.2K 0.02% 81
2024
Q2 		$81K Sell
311
-480
-61% -$39.1K 0.06% 116
2024
Q1 		$73K Buy
791
+2
+0.3% +$186 0.05% 119
2023
Q4 		$76K Buy
789
+2
+0.3% +$195 0.06% 126
2023
Q3 		$71K Buy
787
+2
+0.3% +$196 0.06% 125
2023
Q2 		$77K Buy
785
+494
+170% +$51.3K 0.06% 125
2023
Q1 		$29K Buy
291
+2
+0.7% +$208 0.03% 178
2022
Q4 		$28K Buy
289
+3
+1% +$283 0.03% 187
2022
Q3 		$24K Buy
+286
New +$24.3K 0.02% 185
2022
Q2 		– Sell
-286
Closed -$26K – 218
2022
Q1 		$26K Sell
286
-1
-0.3% -$94 0.02% 163
2021
Q4 		$34K Buy
287
+283
+7,075% +$31.9K 0.02% 164
2021
Q3 		$0 Hold
4
– – ﹤0.01% 331
2021
Q2 		$0 Hold
4
– – ﹤0.01% 335
2021
Q1 		$0 Hold
4
– – ﹤0.01% 289
2020
Q4 		$0 Buy
+4
New +$382 ﹤0.01% 244

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

McClarren Financial Advisors's SBUX Position: Q2 2026 in Review

McClarren Financial Advisors increased its Starbucks (SBUX) stake by 0.5% in Q2 2026, buying an estimated $1.71K and bringing the position to 3,414 shares worth $349K. The position accounts for 0.18% of the portfolio, ranked #65.

McClarren Financial Advisors first reported a position in SBUX in Q4 2020 and has held it in 18 quarters since. 803 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • McClarren Financial Advisors held 3,414 shares of Starbucks worth $349K as of Q2 2026.
  • McClarren Financial Advisors bought 17 Starbucks shares in Q2 2026, an estimated $1.71K.
  • Starbucks made up 0.18% of McClarren Financial Advisors's portfolio in Q2 2026, its #65 holding.
  • McClarren Financial Advisors first reported a position in Starbucks in Q4 2020 and has held it in 18 quarters since.
  • 803 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

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