ShankerValleau Wealth Advisors’s Starbucks SBUX Stock Holding History

ShankerValleau 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	$376K	Hold	3,679	–	–	0.1%	28
2026 Q1	$330K	Hold	3,679	–	–	0.09%	29
2025 Q4	$310K	Hold	3,679	–	–	0.08%	31
2025 Q3	$311K	Hold	3,679	–	–	0.08%	32
2025 Q2	$337K	Hold	3,679	–	–	0.1%	28
2025 Q1	$361K	Hold	3,679	–	–	0.12%	23
2024 Q4	$336K	Buy	3,679 +1,000	+37%	+$96.7K	0.11%	27
2024 Q3	$261K	Sell	2,679 -200	-7%	-$17.2K	0.09%	24
2024 Q2	$224K	Hold	2,879	–	–	0.1%	25
2024 Q1	$263K	Hold	2,879	–	–	0.12%	22
2023 Q4	$276K	Hold	2,879	–	–	0.14%	19
2023 Q3	$263K	Hold	2,879	–	–	0.15%	18
2023 Q2	$285K	Hold	2,879	–	–	0.16%	18
2023 Q1	$300K	Hold	2,879	–	–	0.17%	17
2022 Q4	$286K	Hold	2,879	–	–	0.18%	17
2022 Q3	$243K	Hold	2,879	–	–	0.16%	14
2022 Q2	$220K	Hold	2,879	–	–	0.14%	13
2022 Q1	$262K	Hold	2,879	–	–	0.16%	11
2021 Q4	$337K	Buy	+2,879	New	+$325K	0.19%	11

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

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

ShankerValleau Wealth Advisors held its Starbucks (SBUX) position steady in Q2 2026 at 3,679 shares worth $376K. The position accounts for 0.1% of the portfolio, ranked #28.

ShankerValleau Wealth Advisors first reported a position in SBUX in Q4 2021 and has held it in 19 quarters since. 722 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

ShankerValleau Wealth Advisors held 3,679 shares of Starbucks worth $376K as of Q2 2026.
ShankerValleau Wealth Advisors left its Starbucks share count unchanged in Q2 2026.
Starbucks made up 0.1% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #28 holding.
ShankerValleau Wealth Advisors first reported a position in Starbucks in Q4 2021 and has held it in 19 quarters since.
722 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

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