TRUE Private Wealth Advisors’s Starbucks SBUX Stock Holding History

TRUE Private Wealth Advisors’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	$613K	Sell	5,999 -30	-0.5%	-$3.02K	0.05%	159
2026 Q1	$540K	Sell	6,029 -85	-1%	-$8.04K	0.05%	155
2025 Q4	$515K	Sell	6,114 -231	-4%	-$19.5K	0.05%	155
2025 Q3	$537K	Sell	6,345 -4	-0.1%	-$358	0.05%	151
2025 Q2	$582K	Sell	6,349 -3	-0%	-$260	0.07%	133
2025 Q1	$623K	Sell	6,352 -979	-13%	-$101K	0.08%	116
2024 Q4	$669K	Sell	7,331 -191	-3%	-$18.5K	0.08%	118
2024 Q3	$733K	Sell	7,522 -2,340	-24%	-$201K	0.09%	103
2024 Q2	$768K	Sell	9,862 -25	-0.3%	-$2.04K	0.09%	119
2024 Q1	$904K	Sell	9,887 -846	-8%	-$78.7K	0.1%	100
2023 Q4	$1.03M	Sell	10,733 -298	-3%	-$29K	0.13%	96
2023 Q3	$1.01M	Buy	11,031 +39	+0.4%	+$3.83K	0.14%	91
2023 Q2	$1.09M	Sell	10,992 -1,696	-13%	-$176K	0.16%	81
2023 Q1	$1.32M	Buy	12,688 +771	+6%	+$80.2K	0.2%	64
2022 Q4	$1.18M	Sell	11,917 -1,141	-9%	-$108K	0.18%	64
2022 Q3	$1.1M	Sell	13,058 -194	-1%	-$16.5K	0.17%	62
2022 Q2	$1.01M	Sell	13,252 -643	-5%	-$49.4K	0.15%	78
2022 Q1	$1.13M	Sell	13,895 -841	-6%	-$79.4K	0.16%	79
2021 Q4	$1.72M	Sell	14,736 -445	-3%	-$50.2K	0.25%	66
2021 Q3	$1.67M	Sell	15,181 -17	-0.1%	-$1.99K	0.24%	68
2021 Q2	$1.7M	Sell	15,198 -1,131	-7%	-$128K	0.25%	65
2021 Q1	$1.78M	Sell	16,329 -1,236	-7%	-$130K	0.29%	59
2020 Q4	$1.88M	Sell	17,565 -1,547	-8%	-$148K	0.31%	53
2020 Q3	$1.64M	Sell	19,112 -2,450	-11%	-$195K	0.28%	62
2020 Q2	$1.59M	Buy	21,562 +6,650	+45%	+$500K	0.29%	62
2020 Q1	$980K	Buy	14,912 +5	+0%	+$404	0.21%	66
2019 Q4	$1.31M	Buy	14,907 +1,721	+13%	+$147K	0.2%	68
2019 Q3	$1.17M	Sell	13,186 -4	-0%	-$371	0.2%	68
2019 Q2	$1.1M	Sell	13,190 -1,784	-12%	-$140K	0.19%	73
2019 Q1	$1.11M	Sell	14,974 -22,394	-60%	-$1.54M	0.21%	72
2018 Q4	$2.41M	Sell	37,368 -7,226	-16%	-$452K	0.42%	45
2018 Q3	$2.53M	Sell	44,594 -618	-1%	-$32.7K	0.36%	55
2018 Q2	$2.21M	Buy	45,212 +1,943	+4%	+$110K	0.35%	56
2018 Q1	$2.5M	Sell	43,269 -2,334	-5%	-$135K	0.43%	44
2017 Q4	$2.62M	Buy	45,603 +30,689	+206%	+$1.74M	0.45%	43
2017 Q3	$801K	Sell	14,914 -1,600	-10%	-$88.7K	0.18%	68
2017 Q2	$962K	Buy	16,514 +1,727	+12%	+$104K	0.22%	64
2017 Q1	$857K	Buy	14,787 +670	+5%	+$37.9K	0.2%	68
2016 Q4	$760K	Buy	14,117 +135	+1%	+$7.48K	0.19%	70
2016 Q3	$740K	Buy	13,982 +1,068	+8%	+$59.7K	0.24%	62
2016 Q2	$737K	Buy	12,914 +242	+2%	+$13.8K	0.25%	57
2016 Q1	$756K	Buy	12,672 +373	+3%	+$21.7K	0.29%	48
2015 Q4	$738K	Buy	+12,299	New	+$749K	0.32%	46

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

TRUE Private Wealth Advisors's SBUX Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its Starbucks (SBUX) stake by 0.5% in Q2 2026, selling an estimated $3.02K and leaving 5,999 shares worth $613K. The position accounts for 0.05% of the portfolio, ranked #159.

TRUE Private Wealth Advisors first reported a position in SBUX in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.62M in Q4 2017. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

TRUE Private Wealth Advisors held 5,999 shares of Starbucks worth $613K as of Q2 2026.
TRUE Private Wealth Advisors sold 30 Starbucks shares in Q2 2026, an estimated $3.02K.
Starbucks made up 0.05% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #159 holding.
TRUE Private Wealth Advisors first reported a position in Starbucks in Q4 2015 and has held it in 43 quarters since.
TRUE Private Wealth Advisors's Starbucks position peaked at $2.62M in Q4 2017.
772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

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