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Vest Financial’s Starbucks SBUX Stock Holding History

Vest Financial’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 		$3.8M Buy
37,229
+601
+2% +$60.5K 0.04% 289
2026
Q1 		$3.28M Buy
36,628
+3,812
+12% +$361K 0.04% 288
2025
Q4 		$2.76M Buy
32,816
+5,596
+21% +$472K 0.04% 295
2025
Q3 		$2.3M Buy
27,220
+5,235
+24% +$469K 0.03% 291
2025
Q2 		$2.01M Buy
21,985
+6,196
+39% +$537K 0.03% 277
2025
Q1 		$1.55M Buy
15,789
+6,689
+74% +$691K 0.02% 276
2024
Q4 		$830K Buy
9,100
+1,716
+23% +$166K 0.01% 242
2024
Q3 		$720K Buy
+7,384
New +$634K 0.01% 239
2024
Q2 		– Sell
-2,539
Closed -$232K – 261
2024
Q1 		$232K Buy
+2,539
New +$236K 0.01% 254

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

Vest Financial's SBUX Position: Q2 2026 in Review

Vest Financial increased its Starbucks (SBUX) stake by 1.6% in Q2 2026, buying an estimated $60.5K and bringing the position to 37,229 shares worth $3.8M. The position accounts for 0.04% of the portfolio, ranked #289.

Vest Financial first reported a position in SBUX in Q1 2024 and has held it in 9 quarters since. 775 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Vest Financial held 37,229 shares of Starbucks worth $3.8M as of Q2 2026.
  • Vest Financial bought 601 Starbucks shares in Q2 2026, an estimated $60.5K.
  • Starbucks made up 0.04% of Vest Financial's portfolio in Q2 2026, its #289 holding.
  • Vest Financial first reported a position in Starbucks in Q1 2024 and has held it in 9 quarters since.
  • 775 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.