Toth Financial Advisory’s Starbucks SBUX Stock Holding History

Toth Financial Advisory’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	$6.51M	Buy	63,689 +14,027	+28%	+$1.41M	0.64%	58
2026 Q1	$4.45M	Buy	49,662 +4,197	+9%	+$397K	0.49%	74
2025 Q4	$3.83M	Buy	45,465 +58	+0.1%	+$4.89K	0.42%	81
2025 Q3	$3.84M	Sell	45,407 -3,570	-7%	-$320K	0.41%	76
2025 Q2	$4.49M	Sell	48,977 -1,329	-3%	-$115K	0.52%	66
2025 Q1	$4.93M	Sell	50,306 -368	-0.7%	-$38K	0.59%	64
2024 Q4	$4.62M	Buy	50,674 +5,653	+13%	+$547K	0.54%	65
2024 Q3	$4.39M	Sell	45,021 -5,278	-10%	-$453K	0.52%	69
2024 Q2	$3.92M	Sell	50,299 -1,746	-3%	-$142K	0.5%	72
2024 Q1	$4.76M	Buy	52,045 +1,807	+4%	+$168K	0.6%	61
2023 Q4	$4.82M	Buy	50,238 +1,555	+3%	+$151K	0.65%	56
2023 Q3	$4.44M	Buy	48,683 +363	+0.8%	+$35.6K	0.68%	53
2023 Q2	$4.79M	Buy	48,320 +2,108	+5%	+$219K	0.69%	53
2023 Q1	$4.81M	Buy	46,212 +1,392	+3%	+$145K	0.75%	51
2022 Q4	$4.45M	Buy	44,820 +3,234	+8%	+$305K	0.72%	55
2022 Q3	$3.5M	Buy	41,586 +5,339	+15%	+$454K	0.63%	60
2022 Q2	$2.77M	Sell	36,247 -877	-2%	-$67.4K	0.48%	73
2022 Q1	$3.38M	Sell	37,124 -104	-0.3%	-$9.81K	0.5%	66
2021 Q4	$4.36M	Buy	37,228 +238	+0.6%	+$26.8K	0.59%	57
2021 Q3	$4.08M	Buy	36,990 +1,645	+5%	+$193K	0.62%	57
2021 Q2	$3.95M	Sell	35,345 -1,978	-5%	-$224K	0.6%	56
2021 Q1	$4.08M	Buy	37,323 +356	+1%	+$37.4K	0.65%	54
2020 Q4	$3.96M	Buy	36,967 +1,480	+4%	+$141K	0.68%	53
2020 Q3	$3.05M	Sell	35,487 -1,249	-3%	-$99.6K	0.59%	61
2020 Q2	$2.7M	Sell	36,736 -2,177	-6%	-$164K	0.59%	58
2020 Q1	$2.56M	Buy	38,913 +3,986	+11%	+$322K	0.74%	52
2019 Q4	$3.07M	Sell	34,927 -8,647	-20%	-$737K	0.62%	60
2019 Q3	$3.85M	Sell	43,574 -4,021	-8%	-$373K	0.84%	46
2019 Q2	$3.99M	Buy	47,595 +521	+1%	+$40.9K	0.89%	45
2019 Q1	$3.5M	Buy	47,074 +13,574	+41%	+$933K	0.82%	48
2018 Q4	$2.16M	Buy	33,500 +21,925	+189%	+$1.37M	0.59%	57
2018 Q3	$658K	Sell	11,575 -3,722	-24%	-$197K	0.15%	104
2018 Q2	$747K	Buy	15,297 +3,260	+27%	+$185K	0.18%	105
2018 Q1	$697K	Buy	12,037 +4,675	+64%	+$270K	0.17%	105
2017 Q4	$423K	Buy	+7,362	New	+$417K	0.1%	124

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

Toth Financial Advisory's SBUX Position: Q2 2026 in Review

Toth Financial Advisory increased its Starbucks (SBUX) stake by 28% in Q2 2026, buying an estimated $1.41M and bringing the position to 63,689 shares worth $6.51M. The position accounts for 0.64% of the portfolio, ranked #58.

Toth Financial Advisory first reported a position in SBUX in Q4 2017 and has held it in 35 quarters since. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Toth Financial Advisory held 63,689 shares of Starbucks worth $6.51M as of Q2 2026.
Toth Financial Advisory bought 14,027 Starbucks shares in Q2 2026, an estimated $1.41M.
Starbucks made up 0.64% of Toth Financial Advisory's portfolio in Q2 2026, its #58 holding.
Toth Financial Advisory first reported a position in Starbucks in Q4 2017 and has held it in 35 quarters since.
772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.