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Valued Wealth Advisors’s Starbucks SBUX Stock Holding History

Valued 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 		$16.3K Sell
160
-1
-0.6% -$101 0.01% 232
2026
Q1 		$14.4K Buy
161
+50
+45% +$4.73K 0.01% 228
2025
Q4 		$9.37K Hold
111
– – ﹤0.01% 228
2025
Q3 		$9.37K Buy
111
+1
+0.9% +$90 ﹤0.01% 227
2025
Q2 		$10.1K Buy
110
+11
+11% +$953 0.01% 213
2025
Q1 		$9.69K Hold
99
– – 0.01% 233
2024
Q4 		$9.03K Buy
99
+3
+3% +$290 0.01% 245
2024
Q3 		$9.36K Buy
96
+11
+13% +$944 0.01% 218
2024
Q2 		$6.62K Sell
85
-8
-9% -$652 ﹤0.01% 244
2024
Q1 		$8.5K Buy
93
+5
+6% +$465 0.01% 201
2023
Q4 		$8K Buy
+88
New +$8.56K 0.01% 142

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

Valued Wealth Advisors's SBUX Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Starbucks (SBUX) stake by 0.62% in Q2 2026, selling an estimated $101 and leaving 160 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #232.

Valued Wealth Advisors first reported a position in SBUX in Q4 2023 and has held it in 11 quarters since. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Valued Wealth Advisors held 160 shares of Starbucks worth $16.3K as of Q2 2026.
  • Valued Wealth Advisors sold 1 Starbucks share in Q2 2026, an estimated $101.
  • Starbucks made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #232 holding.
  • Valued Wealth Advisors first reported a position in Starbucks in Q4 2023 and has held it in 11 quarters since.
  • 772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.