PFG Investments’s Starbucks SBUX Stock Holding History

PFG Investments’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	$1.96M	Sell	19,160 -837	-4%	-$84.3K	0.08%	226
2026 Q1	$1.79M	Sell	19,997 -148	-0.7%	-$14K	0.08%	210
2025 Q4	$1.7M	Sell	20,145 -13,967	-41%	-$1.18M	0.08%	218
2025 Q3	$2.89M	Buy	34,112 +973	+3%	+$87.1K	0.15%	124
2025 Q2	$3.04M	Buy	33,139 +15,170	+84%	+$1.31M	0.18%	106
2025 Q1	$1.76M	Sell	17,969 -2,153	-11%	-$223K	0.11%	180
2024 Q4	$1.84M	Sell	20,122 -683	-3%	-$66.1K	0.11%	174
2024 Q3	$2.03M	Sell	20,805 -4,076	-16%	-$350K	0.13%	154
2024 Q2	$1.94M	Buy	24,881 +2,404	+11%	+$196K	0.14%	147
2024 Q1	$2.05M	Buy	22,477 +6,323	+39%	+$588K	0.12%	184
2023 Q4	$1.55M	Buy	16,154 +535	+3%	+$52.1K	0.29%	74
2023 Q3	$1.43M	Sell	15,619 -5,521	-26%	-$542K	0.27%	74
2023 Q2	$2.09M	Buy	21,140 +5,451	+35%	+$566K	0.37%	55
2023 Q1	$1.63M	Buy	+15,689	New	+$1.63M	0.33%	64

Other funds holding SBUX

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

PFG Investments's SBUX Position: Q2 2026 in Review

PFG Investments reduced its Starbucks (SBUX) stake by 4.2% in Q2 2026, selling an estimated $84.3K and leaving 19,160 shares worth $1.96M. The position accounts for 0.08% of the portfolio, ranked #226.

PFG Investments first reported a position in SBUX in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.04M in Q2 2025. 779 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

PFG Investments held 19,160 shares of Starbucks worth $1.96M as of Q2 2026.
PFG Investments sold 837 Starbucks shares in Q2 2026, an estimated $84.3K.
Starbucks made up 0.08% of PFG Investments's portfolio in Q2 2026, its #226 holding.
PFG Investments first reported a position in Starbucks in Q1 2023 and has held it in 14 quarters since.
PFG Investments's Starbucks position peaked at $3.04M in Q2 2025.
779 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.