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National Wealth Management Group’s Starbucks SBUX Stock Holding History

National Wealth Management Group’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 		$413K Buy
4,045
+382
+10% +$38.5K 0.13% 139
2026
Q1 		$328K Sell
3,663
-575
-14% -$54.4K 0.12% 152
2025
Q4 		$357K Buy
+4,238
New +$358K 0.12% 163

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

National Wealth Management Group's SBUX Position: Q2 2026 in Review

National Wealth Management Group increased its Starbucks (SBUX) stake by 10% in Q2 2026, buying an estimated $38.5K and bringing the position to 4,045 shares worth $413K. The position accounts for 0.13% of the portfolio, ranked #139.

National Wealth Management Group first reported a position in SBUX in Q4 2025 and has held it in 3 quarters since. 646 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • National Wealth Management Group held 4,045 shares of Starbucks worth $413K as of Q2 2026.
  • National Wealth Management Group bought 382 Starbucks shares in Q2 2026, an estimated $38.5K.
  • Starbucks made up 0.13% of National Wealth Management Group's portfolio in Q2 2026, its #139 holding.
  • National Wealth Management Group first reported a position in Starbucks in Q4 2025 and has held it in 3 quarters since.
  • 646 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.