Security National Bank’s Starbucks SBUX Stock Holding History

Security National Bank’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	$735K	Sell	7,193 -643	-8%	-$64.8K	0.09%	97
2026 Q1	$702K	Buy	7,836 +64	+0.8%	+$6.05K	0.1%	91
2025 Q4	$654K	Buy	7,772 +3,777	+95%	+$319K	0.09%	90
2025 Q3	$338K	Buy	+3,995	New	+$358K	0.05%	111
2025 Q1	–	Sell	-75	Closed	-$6.84K	–	328
2024 Q4	$6.84K	Buy	+75	New	+$7.26K	﹤0.01%	293
2022 Q2	–	Sell	-73,016	Closed	-$6.64M	–	108
2022 Q1	$6.64M	Buy	73,016 +3,841	+6%	+$362K	1.52%	28
2021 Q4	$8.09M	Sell	69,175 -397	-0.6%	-$44.8K	1.83%	18
2021 Q3	$7.67M	Buy	69,572 +3,037	+5%	+$356K	1.92%	18
2021 Q2	$7.44M	Buy	66,535 +1,496	+2%	+$169K	1.96%	18
2021 Q1	$7.11M	Buy	65,039 +974	+2%	+$102K	2.09%	19
2020 Q4	$6.85M	Sell	64,065 -1,522	-2%	-$145K	2.18%	19
2020 Q3	$5.63M	Buy	65,587 +4,467	+7%	+$356K	1.96%	24
2020 Q2	$4.5M	Buy	61,120 +13,123	+27%	+$986K	1.86%	25
2020 Q1	$3.15M	Buy	+47,997	New	+$3.88M	1.66%	27

Other funds holding SBUX

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Security National Bank's SBUX Position: Q2 2026 in Review

Security National Bank reduced its Starbucks (SBUX) stake by 8.2% in Q2 2026, selling an estimated $64.8K and leaving 7,193 shares worth $735K. The position accounts for 0.09% of the portfolio, ranked #97.

Security National Bank first reported a position in SBUX in Q1 2020 and has held it in 14 quarters since. The position peaked at $8.09M in Q4 2021. 840 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Security National Bank held 7,193 shares of Starbucks worth $735K as of Q2 2026.
Security National Bank sold 643 Starbucks shares in Q2 2026, an estimated $64.8K.
Starbucks made up 0.09% of Security National Bank's portfolio in Q2 2026, its #97 holding.
Security National Bank first reported a position in Starbucks in Q1 2020 and has held it in 14 quarters since.
Security National Bank's Starbucks position peaked at $8.09M in Q4 2021.
840 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.