Sowell Financial Services’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 | $8.83M | Sell |
86,446
-1,407
| -2% | -$142K | 0.29% | 71 |
|
|
2026
Q1 | $7.87M | Sell |
87,853
-2,856
| -3% | -$270K | 0.29% | 64 |
|
|
2025
Q4 | $7.64M | Sell |
90,709
-2,783
| -3% | -$235K | 0.28% | 67 |
|
|
2025
Q3 | $7.91M | Buy |
93,492
+2,756
| +3% | +$247K | 0.3% | 66 |
|
|
2025
Q2 | $8.31M | Buy |
90,736
+1,640
| +2% | +$142K | 0.34% | 57 |
|
|
2025
Q1 | $8.74M | Sell |
89,096
-2,833
| -3% | -$293K | 0.4% | 49 |
|
|
2024
Q4 | $8.39M | Sell |
91,929
-1,262
| -1% | -$122K | 0.44% | 51 |
|
|
2024
Q3 | $9.09M | Sell |
93,191
-1,937
| -2% | -$166K | 0.42% | 52 |
|
|
2024
Q2 | $7.41M | Buy |
95,128
+7,719
| +9% | +$629K | 0.35% | 64 |
|
|
2024
Q1 | $7.99M | Buy |
87,409
+313
| +0.4% | +$29.1K | 0.38% | 65 |
|
|
2023
Q4 | $8.36M | Buy |
87,096
+1,702
| +2% | +$166K | 0.45% | 53 |
|
|
2023
Q3 | $7.79M | Buy |
85,394
+2,959
| +4% | +$290K | 0.49% | 46 |
|
|
2023
Q2 | $8.17M | Buy |
82,435
+4,985
| +6% | +$517K | 0.46% | 47 |
|
|
2023
Q1 | $8.06M | Sell |
77,450
-9,431
| -11% | -$982K | 0.62% | 24 |
|
|
2022
Q4 | $8.62M | Buy |
86,881
+2,106
| +2% | +$199K | 0.56% | 33 |
|
|
2022
Q3 | $7.14M | Buy |
84,775
+911
| +1% | +$77.4K | 0.72% | 21 |
|
|
2022
Q2 | $6.41M | Buy |
+83,864
| New | +$6.44M | 0.59% | 35 |
|
|
2022
Q1 | – | Sell |
-55,782
| Closed | -$6.53M | – | 436 |
|
|
2021
Q4 | $6.53M | Sell |
55,782
-25,828
| -32% | -$2.91M | 0.37% | 60 |
|
|
2021
Q3 | $9M | Sell |
81,610
-12,726
| -13% | -$1.49M | 0.61% | 35 |
|
|
2021
Q2 | $10.5M | Sell |
94,336
-49,811
| -35% | -$5.63M | 0.7% | 25 |
|
|
2021
Q1 | $16.5M | Sell |
144,147
-977
| -0.7% | -$103K | 0.58% | 36 |
|
|
2020
Q4 | $15.5M | Buy |
145,124
+3,656
| +3% | +$349K | 0.66% | 27 |
|
|
2020
Q3 | $12.2M | Buy |
141,468
+3,506
| +3% | +$280K | 0.61% | 40 |
|
|
2020
Q2 | $10.2M | Sell |
137,962
-1,735
| -1% | -$130K | 0.56% | 39 |
|
|
2020
Q1 | $9.18M | Buy |
139,697
+13,677
| +11% | +$1.11M | 0.68% | 26 |
|
|
2019
Q4 | $11.1M | Buy |
126,020
+9,881
| +9% | +$843K | 0.84% | 16 |
|
|
2019
Q3 | $10.3M | Buy |
+116,139
| New | +$10.8M | 0.85% | 18 |
|
|
2019
Q1 | $7.46M | Sell |
100,357
-765
| -0.8% | -$52.6K | 0.83% | 26 |
|
|
2018
Q4 | $6.51M | Sell |
101,122
-2,265
| -2% | -$142K | 0.92% | 24 |
|
|
2018
Q3 | $5.88M | Buy |
103,387
+1,450
| +1% | +$76.7K | 0.85% | 27 |
|
|
2018
Q2 | $5.28M | Buy |
101,937
+48,971
| +92% | +$2.78M | 1.12% | 22 |
|
|
2018
Q1 | $3M | Buy |
52,966
+495
| +0.9% | +$28.6K | 0.75% | 34 |
|
|
2017
Q4 | $3.21M | Buy |
52,471
+1,835
| +4% | +$104K | 0.78% | 36 |
|
|
2017
Q3 | $2.79M | Sell |
50,636
-1,302
| -3% | -$72.1K | 0.73% | 39 |
|
|
2017
Q2 | $2.83M | Sell |
51,938
-2,552
| -5% | -$154K | 0.8% | 35 |
|
|
2017
Q1 | $3.37M | Buy |
54,490
+4,371
| +9% | +$247K | 1% | 28 |
|
|
2016
Q4 | $2.84M | Buy |
+50,119
| New | +$2.78M | 0.95% | 30 |
|
Other funds holding SBUX
Sowell Financial Services's SBUX Position: Q2 2026 in Review
Sowell Financial Services reduced its Starbucks (SBUX) stake by 1.6% in Q2 2026, selling an estimated $142K and leaving 86,446 shares worth $8.83M. The position accounts for 0.29% of the portfolio, ranked #71.
Sowell Financial Services first reported a position in SBUX in Q4 2016 and has held it in 37 quarters since. The position peaked at $16.5M in Q1 2021. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.
- Sowell Financial Services held 86,446 shares of Starbucks worth $8.83M as of Q2 2026.
- Sowell Financial Services sold 1,407 Starbucks shares in Q2 2026, an estimated $142K.
- Starbucks made up 0.29% of Sowell Financial Services's portfolio in Q2 2026, its #71 holding.
- Sowell Financial Services first reported a position in Starbucks in Q4 2016 and has held it in 37 quarters since.
- Sowell Financial Services's Starbucks position peaked at $16.5M in Q1 2021.
- 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.