Ritter Daniher Financial Advisory’s Starbucks SBUX Stock Holding History

Ritter Daniher Financial Advisory’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	$66.8K	Sell	654 -215	-25%	-$21.7K	0.01%	254
2026 Q1	$77.8K	Buy	869 +25	+3%	+$2.37K	0.01%	237
2025 Q4	$71.1K	Buy	844 +192	+29%	+$16.2K	0.01%	242
2025 Q3	$55.2K	Hold	652	–	–	0.01%	224
2025 Q2	$59.7K	Sell	652 -19	-3%	-$1.65K	0.01%	160
2025 Q1	$65.8K	Hold	671	–	–	0.02%	141
2024 Q4	$61.2K	Hold	671	–	–	0.02%	146
2024 Q3	$65.4K	Hold	671	–	–	0.02%	139
2024 Q2	$52.2K	Sell	671 -22	-3%	-$1.79K	0.02%	147
2024 Q1	$63.3K	Hold	693	–	–	0.02%	133
2023 Q4	$66.5K	Hold	693	–	–	0.02%	129
2023 Q3	$63.3K	Hold	693	–	–	0.03%	126
2023 Q2	$68.6K	Buy	693 +73	+12%	+$7.58K	0.03%	120
2023 Q1	$64.6K	Hold	620	–	–	0.03%	119
2022 Q4	$61.5K	Hold	620	–	–	0.03%	134
2022 Q3	$52K	Hold	620	–	–	0.04%	117
2022 Q2	$47K	Hold	620	–	–	0.03%	115
2022 Q1	$56K	Hold	620	–	–	0.04%	110
2021 Q4	$73K	Buy	620 +189	+44%	+$21.3K	0.05%	96
2021 Q3	$48K	Hold	431	–	–	0.04%	113
2021 Q2	$48K	Hold	431	–	–	0.04%	103
2021 Q1	$47K	Hold	431	–	–	0.04%	95
2020 Q4	$46K	Buy	+431	New	+$41.2K	0.04%	97

Other funds holding SBUX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ritter Daniher Financial Advisory's SBUX Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Starbucks (SBUX) stake by 25% in Q2 2026, selling an estimated $21.7K and leaving 654 shares worth $66.8K. The position accounts for 0.01% of the portfolio, ranked #254.

Ritter Daniher Financial Advisory first reported a position in SBUX in Q4 2020 and has held it in 23 quarters since. The position peaked at $77.8K in Q1 2026. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Ritter Daniher Financial Advisory held 654 shares of Starbucks worth $66.8K as of Q2 2026.
Ritter Daniher Financial Advisory sold 215 Starbucks shares in Q2 2026, an estimated $21.7K.
Starbucks made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #254 holding.
Ritter Daniher Financial Advisory first reported a position in Starbucks in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's Starbucks position peaked at $77.8K in Q1 2026.
2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.