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Morton Brown Family Wealth’s Starbucks SBUX Stock Holding History

Morton Brown Family 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 		$17.5K Buy
171
+6
+4% +$604 ﹤0.01% 170
2026
Q1 		$14.8K Buy
165
+5
+3% +$473 ﹤0.01% 170
2025
Q4 		$13.5K Buy
160
+3
+2% +$253 ﹤0.01% 173
2025
Q3 		$13.3K Sell
157
-385
-71% -$34.5K ﹤0.01% 166
2025
Q2 		$49.6K Buy
542
+1
+0.2% +$87 0.02% 108
2025
Q1 		$53K Buy
541
+36
+7% +$3.72K 0.02% 100
2024
Q4 		$46.1K Buy
505
+154
+44% +$14.9K 0.02% 106
2024
Q3 		$34.2K Hold
351
– – 0.01% 114
2024
Q2 		$26K Hold
351
– – 0.01% 116
2024
Q1 		$32.1K Hold
351
– – 0.01% 106
2023
Q4 		$33.7K Hold
351
– – 0.01% 124
2023
Q3 		$32K Hold
351
– – 0.02% 94
2023
Q2 		$34.8K Sell
351
-8
-2% -$830 0.02% 88
2023
Q1 		$37.4K Buy
359
+18
+5% +$1.87K 0.02% 84
2022
Q4 		$33.8K Buy
+341
New +$32.2K 0.02% 85

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

Morton Brown Family Wealth's SBUX Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Starbucks (SBUX) stake by 3.6% in Q2 2026, buying an estimated $604 and bringing the position to 171 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #170.

Morton Brown Family Wealth first reported a position in SBUX in Q4 2022 and has held it in 15 quarters since. The position peaked at $53K in Q1 2025. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Morton Brown Family Wealth held 171 shares of Starbucks worth $17.5K as of Q2 2026.
  • Morton Brown Family Wealth bought 6 Starbucks shares in Q2 2026, an estimated $604.
  • Starbucks made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #170 holding.
  • Morton Brown Family Wealth first reported a position in Starbucks in Q4 2022 and has held it in 15 quarters since.
  • Morton Brown Family Wealth's Starbucks position peaked at $53K in Q1 2025.
  • 772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.