Patriot Financial Group Insurance Agency’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
Sell
-4,356
Closed -$390K 661
2026
Q1
$390K Sell
4,356
-5,034
-54% -$476K 0.02% 496
2025
Q4
$791K Buy
9,390
+369
+4% +$31.1K 0.09% 231
2025
Q3
$763K Sell
9,021
-12,382
-58% -$1.11M 0.1% 230
2025
Q2
$1.96M Buy
21,403
+1,619
+8% +$140K 0.23% 115
2025
Q1
$1.94M Buy
19,784
+666
+3% +$68.8K 0.26% 99
2024
Q4
$1.74M Buy
19,118
+600
+3% +$58K 0.23% 98
2024
Q3
$1.81M Buy
18,518
+660
+4% +$56.6K 0.24% 99
2024
Q2
$1.39M Buy
17,858
+5,986
+50% +$488K 0.2% 112
2024
Q1
$1.08M Buy
11,872
+3,698
+45% +$344K 0.17% 134
2023
Q4
$785K Buy
8,174
+60
+0.7% +$5.84K 0.15% 160
2023
Q3
$741K Buy
8,114
+352
+5% +$34.5K 0.15% 172
2023
Q2
$769K Buy
7,762
+599
+8% +$62.2K 0.14% 169
2023
Q1
$746K Buy
7,163
+605
+9% +$63K 0.15% 157
2022
Q4
$651K Sell
6,558
-372
-5% -$35.1K 0.09% 161
2022
Q3
$584K Buy
6,930
+2,684
+63% +$228K 0.14% 175
2022
Q2
$324K Buy
4,246
+1,550
+57% +$119K 0.07% 287
2022
Q1
$245K Sell
2,696
-885
-25% -$83.5K 0.04% 376
2021
Q4
$419K Sell
3,581
-261
-7% -$29.4K 0.07% 276
2021
Q3
$424K Buy
3,842
+75
+2% +$8.78K 0.08% 269
2021
Q2
$421K Buy
3,767
+236
+7% +$26.7K 0.08% 266
2021
Q1
$386K Sell
3,531
-1,040
-23% -$109K 0.09% 236
2020
Q4
$489K Buy
4,571
+1,320
+41% +$126K 0.12% 182
2020
Q3
$279K Buy
3,251
+66
+2% +$5.26K 0.09% 211
2020
Q2
$234K Buy
3,185
+54
+2% +$4.06K 0.09% 209
2020
Q1
$206K Buy
3,131
+724
+30% +$58.6K 0.09% 207
2019
Q4
$212K Sell
2,407
-179
-7% -$15.3K 0.08% 213
2019
Q3
$229K Sell
2,586
-398
-13% -$36.9K 0.1% 177
2019
Q2
$255K Sell
2,984
-40
-1% -$3.14K 0.11% 160
2019
Q1
$225K Buy
3,024
+1,949
+181% +$134K 0.12% 150
2018
Q4
$69K Buy
1,075
+330
+44% +$20.7K 0.05% 274
2018
Q3
$42K Buy
+745
New +$39.4K 0.03% 338
2018
Q2
Sell
-152
Closed -$9K 868
2018
Q1
$9K Buy
152
+10
+7% +$578 0.01% 617
2017
Q4
$8K Hold
142
0.01% 629
2017
Q3
$8K Buy
142
+100
+238% +$5.54K 0.01% 609
2017
Q2
$2K Buy
+42
New +$2.54K ﹤0.01% 846

Other funds holding SBUX

Patriot Financial Group Insurance Agency's SBUX Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 4,356 shares — an estimated $390K sold.

Patriot Financial Group Insurance Agency first reported a position in SBUX in Q2 2017 and held it in 35 quarters. The position peaked at $1.96M in Q2 2025. 1,460 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4,356 Starbucks shares in Q2 2026, an estimated $390K.
  • Patriot Financial Group Insurance Agency first reported a position in Starbucks in Q2 2017 and held it in 35 quarters.
  • Patriot Financial Group Insurance Agency's Starbucks position peaked at $1.96M in Q2 2025.
  • 1,460 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.