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Valeo Financial Advisors’s Starbucks SBUX Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-400
Closed -$34K – 1568
2021
Q1 		$34K Buy
+400
New +$42K ﹤0.01% 1000

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

Valeo Financial Advisors's SBUX Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Starbucks (SBUX) stake by 5.6% in Q2 2026, selling an estimated $167K and leaving 28,019 shares worth $2.86M. The position accounts for 0.06% of the portfolio, ranked #134.

Valeo Financial Advisors first reported a position in SBUX in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.76M in Q4 2021. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Valeo Financial Advisors held 28,019 shares of Starbucks worth $2.86M as of Q2 2026.
  • Valeo Financial Advisors sold 1,661 Starbucks shares in Q2 2026, an estimated $167K.
  • Starbucks made up 0.06% of Valeo Financial Advisors's portfolio in Q2 2026, its #134 holding.
  • Valeo Financial Advisors first reported a position in Starbucks in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Starbucks position peaked at $4.76M in Q4 2021.
  • 772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.