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Sequoia Financial Advisors’s Starbucks SBUX Stock Holding History

Sequoia Financial 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
2024
Q4 		– Hold
0
– -$994K – 1409
2024
Q3 		– Hold
0
– – – 551

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sequoia Financial Advisors's SBUX Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Starbucks (SBUX) stake by 23% in Q2 2026, selling an estimated $1.1M and leaving 36,695 shares worth $3.75M. The position accounts for 0.02% of the portfolio, ranked #411.

Sequoia Financial Advisors first reported a position in SBUX in Q4 2013 and has held it in 51 quarters since. The position peaked at $11.1M in Q1 2023. 1,124 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Sequoia Financial Advisors held 36,695 shares of Starbucks worth $3.75M as of Q2 2026.
  • Sequoia Financial Advisors sold 10,893 Starbucks shares in Q2 2026, an estimated $1.1M.
  • Starbucks made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #411 holding.
  • Sequoia Financial Advisors first reported a position in Starbucks in Q4 2013 and has held it in 51 quarters since.
  • Sequoia Financial Advisors's Starbucks position peaked at $11.1M in Q1 2023.
  • 1,124 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.