Unique Wealth Strategies’s Starbucks SBUX Stock Holding History

Unique Wealth Strategies’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	–	Sell	-12,648	Closed	-$1.13M	–	263
2026 Q1	$1.13M	Sell	12,648 -596	-5%	-$56.4K	0.46%	53
2025 Q4	$1.12M	Buy	13,244 +222	+2%	+$18.7K	0.43%	53
2025 Q3	$1.1M	Buy	13,022 +28	+0.2%	+$2.51K	0.43%	59
2025 Q2	$1.19M	Sell	12,994 -2,108	-14%	-$183K	0.5%	48
2025 Q1	$1.48M	Sell	15,102 -6,087	-29%	-$629K	0.67%	37
2024 Q4	$1.93M	Buy	21,189 +164	+0.8%	+$15.9K	0.84%	28
2024 Q3	$2.05M	Buy	21,025 +744	+4%	+$63.8K	0.86%	28
2024 Q2	$1.85M	Hold	20,281	–	–	0.87%	22
2024 Q1	$1.85M	Buy	20,281 +11,005	+119%	+$1.02M	0.91%	22
2023 Q4	$891K	Buy	+9,276	New	+$903K	0.59%	50

Other funds holding SBUX

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Unique Wealth Strategies's SBUX Position: Q2 2026 in Review

Unique Wealth Strategies sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 12,648 shares — an estimated $1.13M sold.

Unique Wealth Strategies first reported a position in SBUX in Q4 2023 and held it in 10 quarters. The position peaked at $2.05M in Q3 2024. 410 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Unique Wealth Strategies reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
Unique Wealth Strategies sold 12,648 Starbucks shares in Q2 2026, an estimated $1.13M.
Unique Wealth Strategies first reported a position in Starbucks in Q4 2023 and held it in 10 quarters.
Unique Wealth Strategies's Starbucks position peaked at $2.05M in Q3 2024.
410 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.