Tanager Wealth Management’s Starbucks SBUX Stock Holding History

Tanager Wealth 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	$293K	Sell	2,870 -151	-5%	-$15.2K	0.03%	126
2026 Q1	$271K	Hold	3,021	–	–	0.03%	118
2025 Q4	$254K	Sell	3,021 -122	-4%	-$10.3K	0.03%	114
2025 Q3	$266K	Buy	3,143 +113	+4%	+$10.1K	0.03%	104
2025 Q2	$278K	Sell	3,030 -78	-3%	-$6.76K	0.03%	101
2025 Q1	$305K	Sell	3,108 -182	-6%	-$18.8K	0.04%	92
2024 Q4	$300K	Sell	3,290 -222	-6%	-$21.5K	0.04%	87
2024 Q3	$342K	Buy	3,512 +37	+1%	+$3.17K	0.05%	79
2024 Q2	$271K	Buy	3,475 +80	+2%	+$6.51K	0.04%	79
2024 Q1	$310K	Sell	3,395 -51	-1%	-$4.74K	0.05%	71
2023 Q4	$331K	Buy	3,446 +272	+9%	+$26.5K	0.06%	65
2023 Q3	$290K	Buy	3,174 +61	+2%	+$5.99K	0.06%	68
2023 Q2	$308K	Buy	+3,113	New	+$323K	0.07%	69
2023 Q1	–	Sell	-2,363	Closed	-$234K	–	85
2022 Q4	$234K	Buy	+2,363	New	+$223K	0.06%	65

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

Tanager Wealth Management's SBUX Position: Q2 2026 in Review

Tanager Wealth Management reduced its Starbucks (SBUX) stake by 5% in Q2 2026, selling an estimated $15.2K and leaving 2,870 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #126.

Tanager Wealth Management first reported a position in SBUX in Q4 2022 and has held it in 14 quarters since. The position peaked at $342K in Q3 2024. 783 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Tanager Wealth Management held 2,870 shares of Starbucks worth $293K as of Q2 2026.
Tanager Wealth Management sold 151 Starbucks shares in Q2 2026, an estimated $15.2K.
Starbucks made up 0.03% of Tanager Wealth Management's portfolio in Q2 2026, its #126 holding.
Tanager Wealth Management first reported a position in Starbucks in Q4 2022 and has held it in 14 quarters since.
Tanager Wealth Management's Starbucks position peaked at $342K in Q3 2024.
783 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

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