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Regent Peak Wealth Advisors’s Starbucks SBUX Stock Holding History

Regent Peak 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 		$482K Buy
4,714
+809
+21% +$81.5K 0.09% 102
2026
Q1 		$350K Sell
3,905
-257
-6% -$24.3K 0.07% 124
2025
Q4 		$350K Sell
4,162
-852
-17% -$71.9K 0.07% 124
2025
Q3 		$424K Buy
+5,014
New +$449K 0.09% 102
2025
Q1 		$543K Sell
5,538
-1,057
-16% -$109K 0.13% 77
2024
Q4 		$602K Sell
6,595
-18,357
-74% -$1.78M 0.14% 72
2024
Q3 		$2.43M Sell
24,952
-2,992
-11% -$257K 0.56% 38
2024
Q2 		$2.18M Sell
27,944
-30
-0.1% -$2.44K 0.5% 46
2024
Q1 		$2.56M Buy
27,974
+635
+2% +$59.1K 0.65% 38
2023
Q4 		$2.62M Buy
27,339
+2,243
+9% +$218K 0.71% 36
2023
Q3 		$2.29M Buy
25,096
+2,001
+9% +$196K 0.7% 37
2023
Q2 		$2.29M Sell
23,095
-1,396
-6% -$145K 0.67% 38
2023
Q1 		$2.55M Buy
24,491
+511
+2% +$53.2K 0.79% 28
2022
Q4 		$2.38M Buy
23,980
+1,316
+6% +$124K 0.78% 32
2022
Q3 		$1.91M Buy
22,664
+409
+2% +$34.7K 0.67% 36
2022
Q2 		$1.7M Buy
22,255
+698
+3% +$53.6K 0.56% 42
2022
Q1 		$1.96M Buy
21,557
+2,904
+16% +$274K 0.56% 44
2021
Q4 		$2.18M Buy
18,653
+124
+0.7% +$14K 0.59% 34
2021
Q3 		$2.04M Buy
18,529
+303
+2% +$35.5K 0.59% 37
2021
Q2 		$2.21M Buy
18,226
+951
+6% +$108K 0.62% 36
2021
Q1 		$1.89M Buy
17,275
+230
+1% +$24.1K 0.62% 38
2020
Q4 		$1.82M Sell
17,045
-1,098
-6% -$105K 0.61% 32
2020
Q3 		$1.56M Buy
18,143
+1,067
+6% +$85.1K 0.66% 34
2020
Q2 		$1.26M Buy
17,076
+1,799
+12% +$135K 0.57% 39
2020
Q1 		$1M Sell
15,277
-538
-3% -$43.5K 0.56% 40
2019
Q4 		$1.39M Buy
+15,815
New +$1.35M 0.63% 31

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

Regent Peak Wealth Advisors's SBUX Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Starbucks (SBUX) stake by 21% in Q2 2026, buying an estimated $81.5K and bringing the position to 4,714 shares worth $482K. The position accounts for 0.09% of the portfolio, ranked #102.

Regent Peak Wealth Advisors first reported a position in SBUX in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.62M in Q4 2023. 839 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Regent Peak Wealth Advisors held 4,714 shares of Starbucks worth $482K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 809 Starbucks shares in Q2 2026, an estimated $81.5K.
  • Starbucks made up 0.09% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • Regent Peak Wealth Advisors first reported a position in Starbucks in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's Starbucks position peaked at $2.62M in Q4 2023.
  • 839 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.