Monument Capital Management’s Starbucks SBUX Stock Holding History

Monument Capital 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	$204K	Buy	+1,994	New	+$201K	0.04%	258
2024 Q2	–	Sell	-4,441	Closed	-$406K	–	197
2024 Q1	$406K	Sell	4,441 -1,384	-24%	-$129K	0.12%	132
2023 Q4	$559K	Buy	5,825 +972	+20%	+$94.6K	0.18%	105
2023 Q3	$443K	Buy	4,853 +68	+1%	+$6.67K	0.15%	108
2023 Q2	$474K	Sell	4,785 -80	-2%	-$8.3K	0.15%	103
2023 Q1	$507K	Sell	4,865 -35	-0.7%	-$3.64K	0.17%	94
2022 Q4	$486K	Sell	4,900 -493	-9%	-$46.5K	0.17%	98
2022 Q3	$454K	Buy	+5,393	New	+$458K	0.17%	101
2022 Q1	–	Sell	-2,709	Closed	-$317K	–	152
2021 Q4	$317K	Sell	2,709 -1	-0%	-$113	0.1%	120
2021 Q3	$299K	Buy	2,710 +2	+0.1%	+$234	0.1%	125
2021 Q2	$303K	Sell	2,708 -807	-23%	-$91.2K	0.1%	119
2021 Q1	$384K	Buy	+3,515	New	+$369K	0.15%	90
2018 Q4	–	Sell	-810	Closed	-$46K	–	272
2018 Q3	$46K	Buy	+810	New	+$42.8K	0.03%	132

Other funds holding SBUX

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

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

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Monument Capital Management's SBUX Position: Q2 2026 in Review

Monument Capital Management opened a new position in Starbucks (SBUX) in Q2 2026: 1,994 shares worth $204K. The stake represents 0.04% of the portfolio and ranks #258 among its holdings. This is a return to the name: Monument Capital Management previously reported a position in SBUX as recently as Q1 2024.

Monument Capital Management first reported a position in SBUX in Q3 2018 and has held it in 13 quarters since. The position peaked at $559K in Q4 2023. 687 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Monument Capital Management held 1,994 shares of Starbucks worth $204K as of Q2 2026.
Starbucks was a new Monument Capital Management position in Q2 2026.
Starbucks made up 0.04% of Monument Capital Management's portfolio in Q2 2026, its #258 holding.
Monument Capital Management first reported a position in Starbucks in Q3 2018 and has held it in 13 quarters since.
Monument Capital Management's Starbucks position peaked at $559K in Q4 2023.
687 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.