SW
SBUX icon

StrongBox Wealth’s Starbucks SBUX Stock Holding History

StrongBox Wealth’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 		$51.5K Buy
+503
New +$50.7K 0.01% 172
2025
Q1 		– Sell
-2,809
Closed -$256K – 93
2024
Q4 		$256K Sell
2,809
-21
-0.7% -$2.03K 0.11% 80
2024
Q3 		$276K Sell
2,830
-6
-0.2% -$515 0.12% 78
2024
Q2 		$221K Buy
2,836
+95
+3% +$7.74K 0.1% 83
2024
Q1 		$251K Sell
2,741
-332
-11% -$30.9K 0.13% 73
2023
Q4 		$295K Buy
3,073
+636
+26% +$61.9K 0.17% 65
2023
Q3 		$222K Buy
+2,437
New +$239K 0.14% 77
2022
Q1 		– Sell
-1,903
Closed -$223K – 102
2021
Q4 		$223K Buy
1,903
+21
+1% +$2.37K 0.11% 97
2021
Q3 		$208K Sell
1,882
-991
-34% -$116K 0.12% 98
2021
Q2 		$321K Buy
2,873
+84
+3% +$9.5K 0.18% 81
2021
Q1 		$305K Buy
2,789
+21
+0.8% +$2.21K 0.19% 76
2020
Q4 		$296K Buy
2,768
+441
+19% +$42.1K 0.19% 76
2020
Q3 		$200K Sell
2,327
-398
-15% -$31.7K 0.15% 80
2020
Q2 		$201K Buy
+2,725
New +$205K 0.18% 81

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

StrongBox Wealth's SBUX Position: Q2 2026 in Review

StrongBox Wealth opened a new position in Starbucks (SBUX) in Q2 2026: 503 shares worth $51.5K. The stake represents 0.01% of the portfolio and ranks #172 among its holdings. This is a return to the name: StrongBox Wealth previously reported a position in SBUX as recently as Q4 2024.

StrongBox Wealth first reported a position in SBUX in Q2 2020 and has held it in 14 quarters since. The position peaked at $321K in Q2 2021. 687 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • StrongBox Wealth held 503 shares of Starbucks worth $51.5K as of Q2 2026.
  • Starbucks was a new StrongBox Wealth position in Q2 2026.
  • Starbucks made up 0.01% of StrongBox Wealth's portfolio in Q2 2026, its #172 holding.
  • StrongBox Wealth first reported a position in Starbucks in Q2 2020 and has held it in 14 quarters since.
  • StrongBox Wealth's Starbucks position peaked at $321K in Q2 2021.
  • 687 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.