Obermeyer Wealth Partners’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 | $515K | Buy |
5,036
+1,120
| +29% | +$113K | 0.02% | 172 |
|
|
2026
Q1 | $351K | Sell |
3,916
-60
| -2% | -$5.68K | 0.02% | 213 |
|
|
2025
Q4 | $335K | Sell |
3,976
-76
| -2% | -$6.41K | 0.02% | 223 |
|
|
2025
Q3 | $343K | Sell |
4,052
-25
| -0.6% | -$2.24K | 0.02% | 215 |
|
|
2025
Q2 | $374K | Sell |
4,077
-18
| -0.4% | -$1.56K | 0.02% | 191 |
|
|
2025
Q1 | $402K | Sell |
4,095
-21
| -0.5% | -$2.17K | 0.02% | 175 |
|
|
2024
Q4 | $376K | Sell |
4,116
-133
| -3% | -$12.9K | 0.02% | 181 |
|
|
2024
Q3 | $414K | Buy |
4,249
+1,355
| +47% | +$116K | 0.02% | 176 |
|
|
2024
Q2 | $225K | Sell |
2,894
-171
| -6% | -$13.9K | 0.01% | 222 |
|
|
2024
Q1 | $280K | Sell |
3,065
-756
| -20% | -$70.3K | 0.02% | 199 |
|
|
2023
Q4 | $367K | Buy |
3,821
+40
| +1% | +$3.89K | 0.03% | 146 |
|
|
2023
Q3 | $345K | Sell |
3,781
-500
| -12% | -$49.1K | 0.03% | 141 |
|
|
2023
Q2 | $424K | Hold |
4,281
| – | – | 0.03% | 130 |
|
|
2023
Q1 | $446K | Sell |
4,281
-58
| -1% | -$6.04K | 0.03% | 121 |
|
|
2022
Q4 | $430K | Buy |
4,339
+267
| +7% | +$25.2K | 0.03% | 125 |
|
|
2022
Q3 | $343K | Sell |
4,072
-347
| -8% | -$29.5K | 0.03% | 138 |
|
|
2022
Q2 | $338K | Buy |
4,419
+33
| +0.8% | +$2.53K | 0.02% | 134 |
|
|
2022
Q1 | $399K | Buy |
4,386
+1,260
| +40% | +$119K | 0.02% | 139 |
|
|
2021
Q4 | $366K | Buy |
3,126
+115
| +4% | +$13K | 0.02% | 149 |
|
|
2021
Q3 | $332K | Buy |
3,011
+43
| +1% | +$5.04K | 0.02% | 156 |
|
|
2021
Q2 | $332K | Hold |
2,968
| – | – | 0.02% | 160 |
|
|
2021
Q1 | $324K | Buy |
2,968
+936
| +46% | +$98.3K | 0.02% | 158 |
|
|
2020
Q4 | $217K | Buy |
+2,032
| New | +$194K | 0.01% | 144 |
|
|
2020
Q1 | – | Sell |
-2,282
| Closed | -$201K | – | 138 |
|
|
2019
Q4 | $201K | Buy |
+2,282
| New | +$195K | 0.02% | 129 |
|
|
2017
Q1 | – | Sell |
-4,439
| Closed | -$246K | – | 133 |
|
|
2016
Q4 | $246K | Sell |
4,439
-1,710
| -28% | -$94.7K | 0.02% | 120 |
|
|
2016
Q3 | $333K | Buy |
6,149
+595
| +11% | +$33.3K | 0.03% | 97 |
|
|
2016
Q2 | $317K | Hold |
5,554
| – | – | 0.03% | 97 |
|
|
2016
Q1 | $332K | Sell |
5,554
-500
| -8% | -$29.1K | 0.03% | 95 |
|
|
2015
Q4 | $363K | Buy |
6,054
+2,390
| +65% | +$146K | 0.03% | 88 |
|
|
2015
Q3 | $208K | Buy |
+3,664
| New | +$205K | 0.02% | 114 |
|
|
2013
Q3 | – | Sell |
-2,450
| Closed | -$80K | – | 233 |
|
|
2013
Q2 | $80K | Buy |
+2,450
| New | +$76.1K | 0.02% | 90 |
|
Other funds holding SBUX
Obermeyer Wealth Partners's SBUX Position: Q2 2026 in Review
Obermeyer Wealth Partners increased its Starbucks (SBUX) stake by 29% in Q2 2026, buying an estimated $113K and bringing the position to 5,036 shares worth $515K. The position accounts for 0.02% of the portfolio, ranked #172.
Obermeyer Wealth Partners first reported a position in SBUX in Q2 2013 and has held it in 31 quarters since. 2,397 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.
- Obermeyer Wealth Partners held 5,036 shares of Starbucks worth $515K as of Q2 2026.
- Obermeyer Wealth Partners bought 1,120 Starbucks shares in Q2 2026, an estimated $113K.
- Starbucks made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #172 holding.
- Obermeyer Wealth Partners first reported a position in Starbucks in Q2 2013 and has held it in 31 quarters since.
- 2,397 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.
Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.