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Steigerwald Gordon & Koch’s Starbucks SBUX Stock Holding History

Steigerwald Gordon & Koch’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 		$206K Sell
2,011
-60
-3% -$6.04K 0.02% 150
2026
Q1 		$186K Sell
2,071
-355
-15% -$33.6K 0.02% 144
2025
Q4 		$204K Buy
2,426
+26
+1% +$2.19K 0.02% 139
2025
Q3 		$203K Sell
2,400
-13
-0.5% -$1.16K 0.02% 135
2025
Q2 		$221K Sell
2,413
-688
-22% -$59.6K 0.02% 117
2025
Q1 		$304K Sell
3,101
-93
-3% -$9.61K 0.03% 99
2024
Q4 		$292K Buy
3,194
+42
+1% +$4.06K 0.03% 101
2024
Q3 		$307K Buy
3,152
+22
+0.7% +$1.89K 0.03% 102
2024
Q2 		$244K Sell
3,130
-205
-6% -$16.7K 0.03% 108
2024
Q1 		$305K Sell
3,335
-3,131
-48% -$291K 0.04% 101
2023
Q4 		$621K Buy
6,466
+278
+4% +$27.1K 0.08% 76
2023
Q3 		$565K Buy
6,188
+143
+2% +$14K 0.09% 72
2023
Q2 		$599K Hold
6,045
– – 0.09% 71
2023
Q1 		$630K Buy
6,045
+105
+2% +$10.9K 0.09% 69
2022
Q4 		$589K Buy
5,940
+433
+8% +$40.9K 0.09% 72
2022
Q3 		$464K Buy
5,507
+126
+2% +$10.7K 0.09% 74
2022
Q2 		$411K Sell
5,381
-5
-0.1% -$384 0.07% 83
2022
Q1 		$490K Sell
5,386
-240
-4% -$22.6K 0.07% 78
2021
Q4 		$658K Buy
5,626
+184
+3% +$20.7K 0.1% 70
2021
Q3 		$600K Buy
5,442
+25
+0.5% +$2.93K 0.1% 71
2021
Q2 		$606K Buy
5,417
+21
+0.4% +$2.37K 0.1% 71
2021
Q1 		$590K Buy
5,396
+2,333
+76% +$245K 0.11% 69
2020
Q4 		$328K Buy
3,063
+145
+5% +$13.8K 0.07% 83
2020
Q3 		$251K Buy
2,918
+69
+2% +$5.5K 0.06% 87
2020
Q2 		$210K Buy
+2,849
New +$214K 0.06% 93
2020
Q1 		– Sell
-3,083
Closed -$271K – 86
2019
Q4 		$271K Sell
3,083
-5
-0.2% -$426 0.06% 80
2019
Q3 		$273K Buy
3,088
+4
+0.1% +$371 0.07% 73
2019
Q2 		$258K Sell
3,084
-830
-21% -$65.1K 0.07% 74
2019
Q1 		$291K Buy
3,914
+2
+0.1% +$137 0.08% 68
2018
Q4 		$252K Hold
3,912
– – 0.08% 72
2018
Q3 		$222K Sell
3,912
-259
-6% -$13.7K 0.06% 80
2018
Q2 		$204K Sell
4,171
-132
-3% -$7.49K 0.05% 84
2018
Q1 		$249K Buy
4,303
+42
+1% +$2.43K 0.07% 74
2017
Q4 		$245K Sell
4,261
-400
-9% -$22.6K 0.07% 75
2017
Q3 		$250K Sell
4,661
-118
-2% -$6.54K 0.07% 76
2017
Q2 		$279K Buy
4,779
+233
+5% +$14.1K 0.08% 70
2017
Q1 		$265K Buy
4,546
+19
+0.4% +$1.07K 0.08% 67
2016
Q4 		$251K Buy
+4,527
New +$251K 0.08% 66

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

Steigerwald Gordon & Koch's SBUX Position: Q2 2026 in Review

Steigerwald Gordon & Koch reduced its Starbucks (SBUX) stake by 2.9% in Q2 2026, selling an estimated $6.04K and leaving 2,011 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #150.

Steigerwald Gordon & Koch first reported a position in SBUX in Q4 2016 and has held it in 38 quarters since. The position peaked at $658K in Q4 2021. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Steigerwald Gordon & Koch held 2,011 shares of Starbucks worth $206K as of Q2 2026.
  • Steigerwald Gordon & Koch sold 60 Starbucks shares in Q2 2026, an estimated $6.04K.
  • Starbucks made up 0.02% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #150 holding.
  • Steigerwald Gordon & Koch first reported a position in Starbucks in Q4 2016 and has held it in 38 quarters since.
  • Steigerwald Gordon & Koch's Starbucks position peaked at $658K in Q4 2021.
  • 772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.