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Net Worth Advisory Group’s Starbucks SBUX Stock Holding History

Net Worth Advisory 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 		$346K Sell
3,385
-835
-20% -$84.1K 0.09% 250
2026
Q1 		$378K Sell
4,220
-452
-10% -$42.8K 0.08% 250
2025
Q4 		$393K Sell
4,672
-360
-7% -$30.4K 0.08% 247
2025
Q3 		$426K Sell
5,032
-854
-15% -$76.4K 0.12% 188
2025
Q2 		$539K Buy
5,886
+162
+3% +$14K 0.12% 185
2025
Q1 		$561K Buy
+5,724
New +$592K 0.18% 142

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

Net Worth Advisory Group's SBUX Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Starbucks (SBUX) stake by 20% in Q2 2026, selling an estimated $84.1K and leaving 3,385 shares worth $346K. The position accounts for 0.09% of the portfolio, ranked #250.

Net Worth Advisory Group first reported a position in SBUX in Q1 2025 and has held it in 6 quarters since. The position peaked at $561K in Q1 2025. 839 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Net Worth Advisory Group held 3,385 shares of Starbucks worth $346K as of Q2 2026.
  • Net Worth Advisory Group sold 835 Starbucks shares in Q2 2026, an estimated $84.1K.
  • Starbucks made up 0.09% of Net Worth Advisory Group's portfolio in Q2 2026, its #250 holding.
  • Net Worth Advisory Group first reported a position in Starbucks in Q1 2025 and has held it in 6 quarters since.
  • Net Worth Advisory Group's Starbucks position peaked at $561K in Q1 2025.
  • 839 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.