Symphony Financial Services’s Starbucks SBUX Stock Holding History

Symphony Financial Services’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	$298K	Buy	2,916 +1	+0%	+$101	0.13%	83
2026 Q1	$261K	Sell	2,915 -299	-9%	-$28.3K	0.13%	86
2025 Q4	$271K	Sell	3,214 -220	-6%	-$18.6K	0.14%	81
2025 Q3	$290K	Sell	3,434 -547	-14%	-$49K	0.16%	72
2025 Q2	$365K	Sell	3,981 -122	-3%	-$10.6K	0.22%	53
2025 Q1	$402K	Sell	4,103 -351	-8%	-$36.3K	0.26%	49
2024 Q4	$406K	Sell	4,454 -118	-3%	-$11.4K	0.33%	45
2024 Q3	$446K	Sell	4,572 -98	-2%	-$8.41K	0.38%	45
2024 Q2	$348K	Buy	+4,670	New	+$380K	0.3%	54

Other funds holding SBUX

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Symphony Financial Services's SBUX Position: Q2 2026 in Review

Symphony Financial Services increased its Starbucks (SBUX) stake by 0.03% in Q2 2026, buying an estimated $101 and bringing the position to 2,916 shares worth $298K. The position accounts for 0.13% of the portfolio, ranked #83.

Symphony Financial Services first reported a position in SBUX in Q2 2024 and has held it in 9 quarters since. The position peaked at $446K in Q3 2024. 1,124 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Symphony Financial Services held 2,916 shares of Starbucks worth $298K as of Q2 2026.
Symphony Financial Services bought 1 Starbucks share in Q2 2026, an estimated $101.
Starbucks made up 0.13% of Symphony Financial Services's portfolio in Q2 2026, its #83 holding.
Symphony Financial Services first reported a position in Starbucks in Q2 2024 and has held it in 9 quarters since.
Symphony Financial Services's Starbucks position peaked at $446K in Q3 2024.
1,124 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.