N.E.W. Advisory Services’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$20.7K Sell
203
-95
-32% -$9.57K ﹤0.01% 526
2026
Q1
$26.7K Buy
298
+136
+84% +$12.9K ﹤0.01% 459
2025
Q4
$13.7K Buy
162
+3
+2% +$253 ﹤0.01% 562
2025
Q3
$13.5K Buy
159
+12
+8% +$1.07K ﹤0.01% 527
2025
Q2
$13.5K Sell
147
-15
-9% -$1.3K ﹤0.01% 521
2025
Q1
$15.9K Buy
+162
New +$16.7K ﹤0.01% 530

Other funds holding SBUX

N.E.W. Advisory Services's SBUX Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Starbucks (SBUX) stake by 32% in Q2 2026, selling an estimated $9.57K and leaving 203 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

N.E.W. Advisory Services first reported a position in SBUX in Q1 2025 and has held it in 6 quarters since. The position peaked at $26.7K in Q1 2026. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • N.E.W. Advisory Services held 203 shares of Starbucks worth $20.7K as of Q2 2026.
  • N.E.W. Advisory Services sold 95 Starbucks shares in Q2 2026, an estimated $9.57K.
  • Starbucks made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #526 holding.
  • N.E.W. Advisory Services first reported a position in Starbucks in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's Starbucks position peaked at $26.7K in Q1 2026.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.