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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
2024
Q3 		– Hold
0
– -$70.1K – 712
2024
Q2 		– Hold
0
– – – 646

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. 840 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.
  • 840 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.