Stordahl Capital Management’s Starbucks SBUX Stock Holding History

Stordahl Capital Management’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	$658K	Buy	6,439 +1,693	+36%	+$170K	0.12%	39
2026 Q1	$425K	Hold	4,746	–	–	0.09%	48
2025 Q4	$400K	Sell	4,746 -244	-5%	-$20.6K	0.08%	45
2025 Q3	$422K	Hold	4,990	–	–	0.09%	44
2025 Q2	$457K	Hold	4,990	–	–	0.1%	41
2025 Q1	$489K	Buy	4,990 +6	+0.1%	+$620	0.12%	36
2024 Q4	$455K	Hold	4,984	–	–	0.11%	37
2024 Q3	$486K	Sell	4,984 -200	-4%	-$17.2K	0.12%	34
2024 Q2	$404K	Sell	5,184 -93	-2%	-$7.57K	0.1%	39
2024 Q1	$482K	Buy	5,277 +33	+0.6%	+$3.07K	0.12%	36
2023 Q4	$503K	Sell	5,244 -505	-9%	-$49.2K	0.14%	34
2023 Q3	$525K	Hold	5,749	–	–	0.16%	33
2023 Q2	$569K	Hold	5,749	–	–	0.16%	34
2023 Q1	$599K	Hold	5,749	–	–	0.18%	34
2022 Q4	$570K	Hold	5,749	–	–	0.19%	33
2022 Q3	$484K	Sell	5,749 -175	-3%	-$14.9K	0.17%	32
2022 Q2	$453K	Sell	5,924 -482	-8%	-$37K	0.17%	36
2022 Q1	$583K	Buy	6,406 +657	+11%	+$62K	0.22%	32
2021 Q4	$672K	Hold	5,749	–	–	0.25%	30
2021 Q3	$634K	Hold	5,749	–	–	0.25%	31
2021 Q2	$643K	Buy	5,749 +1,366	+31%	+$154K	0.26%	29
2021 Q1	$479K	Hold	4,383	–	–	0.2%	33
2020 Q4	$469K	Hold	4,383	–	–	0.21%	32
2020 Q3	$377K	Hold	4,383	–	–	0.2%	33
2020 Q2	$323K	Buy	4,383 +100	+2%	+$7.51K	0.18%	34
2020 Q1	$270K	Hold	4,283	–	–	0.17%	36
2019 Q4	$377K	Hold	4,283	–	–	0.15%	35
2019 Q3	$379K	Sell	4,283 -155	-3%	-$14.4K	0.15%	35
2019 Q2	$400K	Sell	4,438 -6	-0.1%	-$471	0.16%	35
2019 Q1	$338K	Buy	4,444 +7	+0.2%	+$481	0.14%	36
2018 Q4	$286K	Buy	4,437 +41	+0.9%	+$2.57K	0.14%	37
2018 Q3	$259K	Sell	4,396 -175	-4%	-$9.25K	0.12%	38
2018 Q2	$223K	Hold	4,571	–	–	0.1%	41
2018 Q1	$265K	Sell	4,571 -1,000	-18%	-$57.8K	0.13%	35
2017 Q4	$320K	Buy	+5,571	New	+$315K	0.15%	33

Other funds holding SBUX

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Stordahl Capital Management's SBUX Position: Q2 2026 in Review

Stordahl Capital Management increased its Starbucks (SBUX) stake by 36% in Q2 2026, buying an estimated $170K and bringing the position to 6,439 shares worth $658K. The position accounts for 0.12% of the portfolio, ranked #39.

Stordahl Capital Management first reported a position in SBUX in Q4 2017 and has held it in 35 quarters since. The position peaked at $672K in Q4 2021. 840 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Stordahl Capital Management held 6,439 shares of Starbucks worth $658K as of Q2 2026.
Stordahl Capital Management bought 1,693 Starbucks shares in Q2 2026, an estimated $170K.
Starbucks made up 0.12% of Stordahl Capital Management's portfolio in Q2 2026, its #39 holding.
Stordahl Capital Management first reported a position in Starbucks in Q4 2017 and has held it in 35 quarters since.
Stordahl Capital Management's Starbucks position peaked at $672K in Q4 2021.
840 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Stordahl Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.