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Snider Financial Group’s Starbucks SBUX Stock Holding History

Snider Financial Group’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 		$561K Sell
5,486
-1,029
-16% -$104K 0.14% 70
2026
Q1 		$584K Sell
6,515
-3,342
-34% -$316K 0.18% 65
2025
Q4 		$830K Sell
9,857
-1,094
-10% -$92.3K 0.22% 60
2025
Q3 		$926K Sell
10,951
-1,600
-13% -$143K 0.25% 62
2025
Q2 		$1.15M Buy
12,551
+769
+7% +$66.6K 0.33% 56
2025
Q1 		$1.16M Sell
11,782
-395
-3% -$40.8K 0.38% 50
2024
Q4 		$1.11M Buy
+12,177
New +$1.18M 0.34% 53

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

Snider Financial Group's SBUX Position: Q2 2026 in Review

Snider Financial Group reduced its Starbucks (SBUX) stake by 16% in Q2 2026, selling an estimated $104K and leaving 5,486 shares worth $561K. The position accounts for 0.14% of the portfolio, ranked #70.

Snider Financial Group first reported a position in SBUX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.16M in Q1 2025. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Snider Financial Group held 5,486 shares of Starbucks worth $561K as of Q2 2026.
  • Snider Financial Group sold 1,029 Starbucks shares in Q2 2026, an estimated $104K.
  • Starbucks made up 0.14% of Snider Financial Group's portfolio in Q2 2026, its #70 holding.
  • Snider Financial Group first reported a position in Starbucks in Q4 2024 and has held it in 7 quarters since.
  • Snider Financial Group's Starbucks position peaked at $1.16M in Q1 2025.
  • 772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.