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SOA Wealth Advisors’s Starbucks SBUX Stock Holding History

SOA 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 		$298K Sell
2,918
-148
-5% -$14.9K 0.05% 172
2026
Q1 		$275K Buy
3,066
+5
+0.2% +$473 0.05% 165
2025
Q4 		$258K Sell
3,061
-244
-7% -$20.6K 0.04% 176
2025
Q3 		$280K Buy
3,305
+7
+0.2% +$627 0.05% 167
2025
Q2 		$302K Sell
3,298
-192
-6% -$16.6K 0.06% 162
2025
Q1 		$342K Sell
3,490
-10
-0.3% -$1.03K 0.07% 135
2024
Q4 		$319K Buy
3,500
+77
+2% +$7.45K 0.06% 146
2024
Q3 		$334K Buy
3,423
+7
+0.2% +$601 0.06% 136
2024
Q2 		$266K Sell
3,416
-267
-7% -$21.7K 0.05% 152
2024
Q1 		$337K Buy
3,683
+8
+0.2% +$744 0.07% 134
2023
Q4 		$353K Sell
3,675
-103
-3% -$10K 0.08% 123
2023
Q3 		$345K Buy
3,778
+128
+4% +$12.6K 0.09% 122
2023
Q2 		$362K Buy
3,650
+7
+0.2% +$727 0.08% 120
2023
Q1 		$379K Buy
3,643
+6
+0.2% +$624 0.09% 108
2022
Q4 		$361K Buy
3,637
+7
+0.2% +$661 0.1% 107
2022
Q3 		$305K Buy
3,630
+7
+0.2% +$595 0.09% 110
2022
Q2 		$276K Sell
3,623
-117
-3% -$8.99K 0.08% 122
2022
Q1 		$340K Sell
3,740
-213
-5% -$20.1K 0.08% 123
2021
Q4 		$459K Buy
3,953
+142
+4% +$16K 0.11% 105
2021
Q3 		$420K Sell
3,811
-193
-5% -$22.6K 0.11% 111
2021
Q2 		$447K Buy
4,004
+308
+8% +$34.8K 0.11% 110
2021
Q1 		$403K Sell
3,696
-13
-0.4% -$1.36K 0.11% 107
2020
Q4 		$392K Buy
+3,709
New +$354K 0.11% 101

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

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

SOA Wealth Advisors reduced its Starbucks (SBUX) stake by 4.8% in Q2 2026, selling an estimated $14.9K and leaving 2,918 shares worth $298K. The position accounts for 0.05% of the portfolio, ranked #172.

SOA Wealth Advisors first reported a position in SBUX in Q4 2020 and has held it in 23 quarters since. The position peaked at $459K in Q4 2021. 917 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • SOA Wealth Advisors held 2,918 shares of Starbucks worth $298K as of Q2 2026.
  • SOA Wealth Advisors sold 148 Starbucks shares in Q2 2026, an estimated $14.9K.
  • Starbucks made up 0.05% of SOA Wealth Advisors's portfolio in Q2 2026, its #172 holding.
  • SOA Wealth Advisors first reported a position in Starbucks in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Starbucks position peaked at $459K in Q4 2021.
  • 917 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.