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Mission Wealth Management’s Starbucks SBUX Stock Holding History

Mission 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 		$3.55M Buy
34,723
+17,336
+100% +$1.75M 0.04% 227
2026
Q1 		$1.56M Sell
17,387
-2,220
-11% -$210K 0.03% 251
2025
Q4 		$1.65M Sell
19,607
-598
-3% -$50.4K 0.03% 241
2025
Q3 		$1.71M Sell
20,205
-1,178
-6% -$105K 0.03% 240
2025
Q2 		$1.96M Sell
21,383
-527
-2% -$45.7K 0.04% 211
2025
Q1 		$2.15M Buy
21,910
+2,464
+13% +$255K 0.05% 185
2024
Q4 		$1.77M Sell
19,446
-2,117
-10% -$205K 0.04% 199
2024
Q3 		$2.1M Buy
21,563
+2,456
+13% +$211K 0.05% 172
2024
Q2 		$1.49M Sell
19,107
-7,899
-29% -$643K 0.04% 206
2024
Q1 		$2.47M Sell
27,006
-2,807
-9% -$261K 0.06% 158
2023
Q4 		$2.86M Buy
29,813
+2,071
+7% +$202K 0.09% 115
2023
Q3 		$2.53M Sell
27,742
-69
-0.2% -$6.77K 0.09% 111
2023
Q2 		$2.75M Sell
27,811
-300
-1% -$31.1K 0.1% 101
2023
Q1 		$2.93M Buy
28,111
+877
+3% +$91.3K 0.12% 94
2022
Q4 		$2.7M Sell
27,234
-214
-0.8% -$20.2K 0.13% 100
2022
Q3 		$2.31M Buy
27,448
+2,869
+12% +$244K 0.12% 103
2022
Q2 		$1.88M Sell
24,579
-898
-4% -$69K 0.1% 114
2022
Q1 		$2.32M Buy
25,477
+1,304
+5% +$123K 0.11% 102
2021
Q4 		$2.83M Sell
24,173
-294
-1% -$33.1K 0.13% 91
2021
Q3 		$2.7M Buy
24,467
+1,297
+6% +$152K 0.14% 85
2021
Q2 		$2.59M Buy
23,170
+1,273
+6% +$144K 0.14% 82
2021
Q1 		$2.39M Buy
21,897
+1,695
+8% +$178K 0.14% 78
2020
Q4 		$2.16M Sell
20,202
-289
-1% -$27.6K 0.14% 79
2020
Q3 		$1.76M Sell
20,491
-848
-4% -$67.6K 0.13% 81
2020
Q2 		$1.57M Buy
21,339
+11,887
+126% +$893K 0.14% 86
2020
Q1 		$621K Sell
9,452
-14,378
-60% -$1.16M 0.07% 133
2019
Q4 		$2.1M Sell
23,830
-803
-3% -$68.5K 0.2% 68
2019
Q3 		$2.18M Buy
24,633
+15,840
+180% +$1.47M 0.23% 59
2019
Q2 		$737K Sell
8,793
-874
-9% -$68.5K 0.08% 124
2019
Q1 		$719K Buy
9,667
+255
+3% +$17.5K 0.08% 123
2018
Q4 		$606K Buy
9,412
+235
+3% +$14.7K 0.08% 126
2018
Q3 		$522K Buy
9,177
+4,298
+88% +$227K 0.07% 146
2018
Q2 		$238K Buy
4,879
+687
+16% +$39K 0.04% 224
2018
Q1 		$243K Hold
4,192
– – 0.04% 192
2017
Q4 		$241K Buy
+4,192
New +$237K 0.04% 184
2017
Q3 		– Sell
-4,364
Closed -$254K – 214
2017
Q2 		$254K Sell
4,364
-1,975
-31% -$119K 0.05% 155
2017
Q1 		$370K Sell
6,339
-2,080
-25% -$118K 0.07% 120
2016
Q4 		$467K Buy
8,419
+1,147
+16% +$63.5K 0.09% 97
2016
Q3 		$394K Buy
7,272
+2,255
+45% +$126K 0.1% 103
2016
Q2 		$287K Sell
5,017
-34
-0.7% -$1.93K 0.08% 115
2016
Q1 		$302K Buy
+5,051
New +$294K 0.08% 108

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

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

Mission Wealth Management increased its Starbucks (SBUX) stake by 100% in Q2 2026, buying an estimated $1.75M and bringing the position to 34,723 shares worth $3.55M. The position accounts for 0.04% of the portfolio, ranked #227.

Mission Wealth Management first reported a position in SBUX in Q1 2016 and has held it in 41 quarters since. 839 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Mission Wealth Management held 34,723 shares of Starbucks worth $3.55M as of Q2 2026.
  • Mission Wealth Management bought 17,336 Starbucks shares in Q2 2026, an estimated $1.75M.
  • Starbucks made up 0.04% of Mission Wealth Management's portfolio in Q2 2026, its #227 holding.
  • Mission Wealth Management first reported a position in Starbucks in Q1 2016 and has held it in 41 quarters since.
  • 839 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.