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Scott Capital Advisors’s Starbucks SBUX Stock Holding History

Scott Capital 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 		$305K Hold
2,985
– – 0.05% 54
2026
Q1 		$288K Hold
2,985
– – 0.06% 47
2025
Q4 		$251K Hold
2,985
– – 0.06% 51
2025
Q3 		$239K Hold
2,985
– – 0.05% 48
2025
Q2 		$284K Hold
2,985
– – 0.08% 43
2025
Q1 		$293K Sell
2,985
-10
-0.3% -$1.03K 0.09% 41
2024
Q4 		$280K Sell
2,995
-874
-23% -$84.6K 0.08% 42
2024
Q3 		$377K Buy
3,869
+2
+0.1% +$172 0.11% 40
2024
Q2 		$281K Sell
3,867
-468
-11% -$38.1K 0.08% 41
2024
Q1 		$378K Sell
4,335
-15
-0.3% -$1.4K 0.12% 37
2023
Q4 		$418K Buy
4,350
+5
+0.1% +$487 0.14% 38
2023
Q3 		$407K Sell
4,345
-194
-4% -$19K 0.16% 36
2023
Q2 		$450K Sell
4,539
-196
-4% -$20.3K 0.19% 36
2023
Q1 		$493K Sell
4,735
-95
-2% -$9.89K 0.24% 32
2022
Q4 		$479K Buy
4,830
+311
+7% +$29.4K 0.27% 29
2022
Q3 		$381K Buy
4,519
+226
+5% +$19.2K 0.26% 30
2022
Q2 		$328K Buy
4,293
+453
+12% +$34.8K 0.22% 31
2022
Q1 		$349K Buy
3,840
+903
+31% +$85.2K 0.21% 35
2021
Q4 		$344K Buy
+2,937
New +$331K 0.21% 27

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

Scott Capital Advisors's SBUX Position: Q2 2026 in Review

Scott Capital Advisors held its Starbucks (SBUX) position steady in Q2 2026 at 2,985 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #54.

Scott Capital Advisors first reported a position in SBUX in Q4 2021 and has held it in 19 quarters since. The position peaked at $493K in Q1 2023. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Scott Capital Advisors held 2,985 shares of Starbucks worth $305K as of Q2 2026.
  • Scott Capital Advisors left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up 0.05% of Scott Capital Advisors's portfolio in Q2 2026, its #54 holding.
  • Scott Capital Advisors first reported a position in Starbucks in Q4 2021 and has held it in 19 quarters since.
  • Scott Capital Advisors's Starbucks position peaked at $493K in Q1 2023.
  • 772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.