Shepherd Financial Partners’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.39M | Sell |
23,358
-405
| -2% | -$40.8K | 0.2% | 75 |
|
|
2026
Q1 | $2.13M | Sell |
23,763
-228
| -1% | -$21.6K | 0.2% | 75 |
|
|
2025
Q4 | $2.02M | Sell |
23,991
-369
| -2% | -$31.1K | 0.19% | 82 |
|
|
2025
Q3 | $2.06M | Buy |
24,360
+30
| +0.1% | +$2.69K | 0.2% | 79 |
|
|
2025
Q2 | $2.23M | Buy |
24,330
+424
| +2% | +$36.7K | 0.24% | 70 |
|
|
2025
Q1 | $2.34M | Buy |
23,906
+393
| +2% | +$40.6K | 0.28% | 63 |
|
|
2024
Q4 | $2.15M | Buy |
23,513
+187
| +0.8% | +$18.1K | 0.26% | 60 |
|
|
2024
Q3 | $2.27M | Sell |
23,326
-1,062
| -4% | -$91.1K | 0.27% | 59 |
|
|
2024
Q2 | $1.9M | Buy |
24,388
+11,607
| +91% | +$945K | 0.24% | 64 |
|
|
2024
Q1 | $1.17M | Buy |
12,781
+432
| +3% | +$40.2K | 0.15% | 91 |
|
|
2023
Q4 | $1.19M | Sell |
12,349
-35
| -0.3% | -$3.41K | 0.17% | 84 |
|
|
2023
Q3 | $1.13M | Buy |
12,384
+538
| +5% | +$52.8K | 0.18% | 79 |
|
|
2023
Q2 | $1.17M | Sell |
11,846
-195
| -2% | -$20.2K | 0.18% | 79 |
|
|
2023
Q1 | $1.25M | Sell |
12,041
-34
| -0.3% | -$3.54K | 0.21% | 74 |
|
|
2022
Q4 | $1.2M | Buy |
12,075
+79
| +0.7% | +$7.46K | 0.22% | 73 |
|
|
2022
Q3 | $1.01M | Buy |
11,996
+148
| +1% | +$12.6K | 0.2% | 79 |
|
|
2022
Q2 | $905K | Buy |
11,848
+2,413
| +26% | +$185K | 0.18% | 82 |
|
|
2022
Q1 | $862K | Buy |
9,435
+7,256
| +333% | +$685K | 0.15% | 94 |
|
|
2021
Q4 | $255K | Buy |
2,179
+22
| +1% | +$2.48K | 0.04% | 141 |
|
|
2021
Q3 | $238K | Hold |
2,157
| – | – | 0.05% | 141 |
|
|
2021
Q2 | $241K | Hold |
2,157
| – | – | 0.05% | 138 |
|
|
2021
Q1 | $236K | Buy |
2,157
+50
| +2% | +$5.25K | 0.05% | 135 |
|
|
2020
Q4 | $227K | Buy |
+2,107
| New | +$201K | 0.05% | 127 |
|
|
2020
Q1 | – | Sell |
-2,310
| Closed | -$205K | – | 134 |
|
|
2019
Q4 | $205K | Buy |
2,310
+3
| +0.1% | +$256 | 0.05% | 125 |
|
|
2019
Q3 | $205K | Sell |
2,307
-180
| -7% | -$16.7K | 0.05% | 125 |
|
|
2019
Q2 | $208K | Buy |
+2,487
| New | +$195K | 0.04% | 124 |
|
|
2018
Q2 | – | Sell |
-3,660
| Closed | -$213K | – | 136 |
|
|
2018
Q1 | $213K | Buy |
+3,660
| New | +$212K | 0.05% | 112 |
|
|
2017
Q2 | – | Sell |
-3,439
| Closed | -$200K | – | 114 |
|
|
2017
Q1 | $200K | Buy |
+3,439
| New | +$195K | 0.05% | 105 |
|
Other funds holding SBUX
Shepherd Financial Partners's SBUX Position: Q2 2026 in Review
Shepherd Financial Partners reduced its Starbucks (SBUX) stake by 1.7% in Q2 2026, selling an estimated $40.8K and leaving 23,358 shares worth $2.39M. The position accounts for 0.2% of the portfolio, ranked #75.
Shepherd Financial Partners first reported a position in SBUX in Q1 2017 and has held it in 28 quarters since. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.
- Shepherd Financial Partners held 23,358 shares of Starbucks worth $2.39M as of Q2 2026.
- Shepherd Financial Partners sold 405 Starbucks shares in Q2 2026, an estimated $40.8K.
- Starbucks made up 0.2% of Shepherd Financial Partners's portfolio in Q2 2026, its #75 holding.
- Shepherd Financial Partners first reported a position in Starbucks in Q1 2017 and has held it in 28 quarters since.
- 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.
Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.