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Spirit of America Management Corp’s Starbucks SBUX Stock Holding History

Spirit of America Management Corp’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 		$485K Buy
4,750
+300
+7% +$30.2K 0.09% 187
2026
Q1 		$399K Buy
4,450
+1,200
+37% +$114K 0.08% 197
2025
Q4 		$274K Buy
3,250
+500
+18% +$42.2K 0.06% 222
2025
Q3 		$233K Buy
2,750
+1,000
+57% +$89.5K 0.05% 240
2025
Q2 		$160K Buy
+1,750
New +$152K 0.03% 258

Other funds holding SBUX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Spirit of America Management Corp's SBUX Position: Q2 2026 in Review

Spirit of America Management Corp increased its Starbucks (SBUX) stake by 6.7% in Q2 2026, buying an estimated $30.2K and bringing the position to 4,750 shares worth $485K. The position accounts for 0.09% of the portfolio, ranked #187.

Spirit of America Management Corp first reported a position in SBUX in Q2 2025 and has held it in 5 quarters since. 1,649 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Spirit of America Management Corp held 4,750 shares of Starbucks worth $485K as of Q2 2026.
  • Spirit of America Management Corp bought 300 Starbucks shares in Q2 2026, an estimated $30.2K.
  • Starbucks made up 0.09% of Spirit of America Management Corp's portfolio in Q2 2026, its #187 holding.
  • Spirit of America Management Corp first reported a position in Starbucks in Q2 2025 and has held it in 5 quarters since.
  • 1,649 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.