Turtle Creek Wealth Advisors’s Starbucks SBUX Stock Holding History

Turtle Creek 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	$4.41M	Buy	43,106 +2,969	+7%	+$299K	0.23%	83
2026 Q1	$3.6M	Sell	40,137 -786	-2%	-$74.4K	0.27%	81
2025 Q4	$3.45M	Buy	40,923 +7,950	+24%	+$671K	0.27%	78
2025 Q3	$2.79M	Buy	32,973 +7,296	+28%	+$653K	0.25%	87
2025 Q2	$2.35M	Buy	25,677 +951	+4%	+$82.4K	0.28%	81
2025 Q1	$2.43M	Buy	+24,726	New	+$2.56M	0.36%	74
2024 Q4	–	Sell	-5,588	Closed	-$545K	–	149
2024 Q3	$545K	Buy	5,588 +350	+7%	+$30K	0.11%	97
2024 Q2	$408K	Sell	5,238 -334	-6%	-$27.2K	0.09%	102
2024 Q1	$509K	Sell	5,572 -1,496	-21%	-$139K	0.12%	90
2023 Q4	$679K	Buy	+7,068	New	+$688K	0.2%	81

Other funds holding SBUX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Turtle Creek Wealth Advisors's SBUX Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Starbucks (SBUX) stake by 7.4% in Q2 2026, buying an estimated $299K and bringing the position to 43,106 shares worth $4.41M. The position accounts for 0.23% of the portfolio, ranked #83.

Turtle Creek Wealth Advisors first reported a position in SBUX in Q4 2023 and has held it in 10 quarters since. 1,254 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Turtle Creek Wealth Advisors held 43,106 shares of Starbucks worth $4.41M as of Q2 2026.
Turtle Creek Wealth Advisors bought 2,969 Starbucks shares in Q2 2026, an estimated $299K.
Starbucks made up 0.23% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #83 holding.
Turtle Creek Wealth Advisors first reported a position in Starbucks in Q4 2023 and has held it in 10 quarters since.
1,254 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.