PWA
SBUX icon

Physician Wealth Advisors’s Starbucks SBUX Stock Holding History

Physician Wealth Advisors’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 		$76.7K Sell
751
-10
-1% -$1.01K 0.01% 356
2026
Q1 		$68.2K Sell
761
-2,366
-76% -$224K 0.01% 338
2025
Q4 		$263K Buy
3,127
+244
+8% +$20.6K 0.04% 153
2025
Q3 		$244K Hold
2,883
– – 0.03% 162
2025
Q2 		$264K Buy
2,883
+55
+2% +$4.77K 0.04% 149
2025
Q1 		$277K Buy
2,828
+20
+0.7% +$2.07K 0.05% 143
2024
Q4 		$256K Sell
2,808
-88
-3% -$8.51K 0.04% 153
2024
Q3 		$275K Sell
2,896
-12
-0.4% -$1.03K 0.05% 145
2024
Q2 		$220K Sell
2,908
-12
-0.4% -$977 0.04% 167
2024
Q1 		$249K Sell
2,920
-36
-1% -$3.35K 0.05% 139
2023
Q4 		$275K Hold
2,956
– – 0.06% 125
2023
Q3 		$274K Hold
2,956
– – 0.07% 112
2023
Q2 		$293K Buy
2,956
+160
+6% +$16.6K 0.07% 113
2023
Q1 		$300K Buy
2,796
+1
+0% +$104 0.08% 105
2022
Q4 		$298K Hold
2,795
– – 0.08% 111
2022
Q3 		$252K Buy
2,795
+1
+0% +$85 0.08% 123
2022
Q2 		$237K Buy
2,794
+7
+0.3% +$538 0.07% 134
2022
Q1 		$228K Buy
2,787
+1
+0% +$94 0.06% 141
2021
Q4 		$300K Hold
2,786
– – 0.08% 125
2021
Q3 		$310K Hold
2,786
– – 0.09% 118
2021
Q2 		$342K Sell
2,786
-46
-2% -$5.2K 0.1% 108
2021
Q1 		$314K Hold
2,832
– – 0.1% 106
2020
Q4 		$297K Buy
2,832
+1
+0% +$95 0.1% 106
2020
Q3 		$243K Hold
2,831
– – 0.1% 112
2020
Q2 		$219K Buy
2,831
+135
+5% +$10.1K 0.09% 123
2020
Q1 		$209K Sell
2,696
-67
-2% -$5.42K 0.1% 100
2019
Q4 		$252K Hold
2,763
– – 0.11% 96
2019
Q3 		$231K Buy
+2,763
New +$256K 0.11% 93

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Physician Wealth Advisors's SBUX Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Starbucks (SBUX) stake by 1.3% in Q2 2026, selling an estimated $1.01K and leaving 751 shares worth $76.7K. The position accounts for 0.01% of the portfolio, ranked #356.

Physician Wealth Advisors first reported a position in SBUX in Q3 2019 and has held it in 28 quarters since. The position peaked at $342K in Q2 2021. 1,124 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Physician Wealth Advisors held 751 shares of Starbucks worth $76.7K as of Q2 2026.
  • Physician Wealth Advisors sold 10 Starbucks shares in Q2 2026, an estimated $1.01K.
  • Starbucks made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #356 holding.
  • Physician Wealth Advisors first reported a position in Starbucks in Q3 2019 and has held it in 28 quarters since.
  • Physician Wealth Advisors's Starbucks position peaked at $342K in Q2 2021.
  • 1,124 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.