True Wealth Design’s Starbucks SBUX Stock Holding History

True Wealth Design’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	$27.1K	Buy	265 +75	+39%	+$7.55K	0.01%	708
2026 Q1	$17K	Buy	190 +125	+192%	+$11.8K	﹤0.01%	781
2025 Q4	$5.47K	Sell	65 -24	-27%	-$2.02K	﹤0.01%	1053
2025 Q3	$7.55K	Sell	89 -19	-18%	-$1.7K	﹤0.01%	936
2025 Q2	$9.92K	Buy	108 +19	+21%	+$1.65K	﹤0.01%	585
2025 Q1	$8.76K	Buy	89 +53	+147%	+$5.48K	﹤0.01%	513
2024 Q4	$3.31K	Buy	36 +12	+50%	+$1.16K	﹤0.01%	619
2024 Q3	$2.34K	Buy	24 +5	+26%	+$429	﹤0.01%	743
2024 Q2	$1.48K	Sell	19 -1	-5%	-$81	﹤0.01%	424
2024 Q1	$1.83K	Sell	20 -6	-23%	-$558	﹤0.01%	358
2023 Q4	$2.5K	Hold	26	–	–	﹤0.01%	294
2023 Q3	$2.37K	Hold	26	–	–	﹤0.01%	256
2023 Q2	$2.58K	Hold	26	–	–	﹤0.01%	263
2023 Q1	$2.71K	Hold	26	–	–	﹤0.01%	314
2022 Q4	$2.58K	Buy	+26	New	+$2.45K	﹤0.01%	284

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 Wealth Design's SBUX Position: Q2 2026 in Review

True Wealth Design increased its Starbucks (SBUX) stake by 39% in Q2 2026, buying an estimated $7.55K and bringing the position to 265 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #708.

True Wealth Design first reported a position in SBUX in Q4 2022 and has held it in 15 quarters since. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

True Wealth Design held 265 shares of Starbucks worth $27.1K as of Q2 2026.
True Wealth Design bought 75 Starbucks shares in Q2 2026, an estimated $7.55K.
Starbucks made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #708 holding.
True Wealth Design first reported a position in Starbucks in Q4 2022 and has held it in 15 quarters since.
772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.