TFA
SBUX icon

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
2019
Q1 		– Sell
-100
Closed -$6K – 453
2018
Q4 		$6K Buy
+100
New +$6.26K ﹤0.01% 318

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

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.