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Sax Wealth Advisors’s Starbucks SBUX Stock Holding History

Sax 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 		$530K Buy
5,914
+1,126
+24% +$113K 0.02% 330
2026
Q1 		$403K Hold
4,788
– – 0.02% 330
2025
Q4 		$403K Sell
4,788
-19
-0.4% -$1.6K 0.02% 336
2025
Q3 		$407K Buy
4,807
+629
+15% +$56.3K 0.02% 308
2025
Q2 		$383K Buy
4,178
+1,739
+71% +$151K 0.02% 294
2025
Q1 		$239K Buy
+2,439
New +$252K 0.02% 323

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

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

Sax Wealth Advisors increased its Starbucks (SBUX) stake by 24% in Q2 2026, buying an estimated $113K and bringing the position to 5,914 shares worth $530K. The position accounts for 0.02% of the portfolio, ranked #330.

Sax Wealth Advisors first reported a position in SBUX in Q1 2025 and has held it in 6 quarters since. 839 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Sax Wealth Advisors held 5,914 shares of Starbucks worth $530K as of Q2 2026.
  • Sax Wealth Advisors bought 1,126 Starbucks shares in Q2 2026, an estimated $113K.
  • Starbucks made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #330 holding.
  • Sax Wealth Advisors first reported a position in Starbucks in Q1 2025 and has held it in 6 quarters since.
  • 839 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.