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Retirement Wealth Solutions’s Starbucks SBUX Stock Holding History

Retirement Wealth Solutions’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 		– Sell
-13
Closed -$1.17K – 839
2026
Q1 		$1.17K Buy
+13
New +$1.23K ﹤0.01% 615
2025
Q4 		– Sell
-1
Closed -$54 – 833
2025
Q3 		$54 Hold
1
– – ﹤0.01% 796
2025
Q2 		$58 Hold
1
– – ﹤0.01% 424
2025
Q1 		$61 Hold
1
– – ﹤0.01% 413
2024
Q4 		$57 Buy
+1
New +$97 ﹤0.01% 419

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

Retirement Wealth Solutions's SBUX Position: Q2 2026 in Review

Retirement Wealth Solutions sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 13 shares — an estimated $1.17K sold.

Retirement Wealth Solutions first reported a position in SBUX in Q4 2024 and held it in 5 quarters. The position peaked at $1.17K in Q1 2026. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Retirement Wealth Solutions reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
  • Retirement Wealth Solutions sold 13 Starbucks shares in Q2 2026, an estimated $1.17K.
  • Retirement Wealth Solutions first reported a position in Starbucks in Q4 2024 and held it in 5 quarters.
  • Retirement Wealth Solutions's Starbucks position peaked at $1.17K in Q1 2026.
  • 772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.