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VisionPoint Advisory Group’s Starbucks SBUX Stock Holding History

VisionPoint Advisory Group’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 		$282K Buy
2,762
+485
+21% +$48.8K 0.05% 373
2026
Q1 		$204K Buy
+2,277
New +$215K 0.04% 427
2025
Q4 		– Sell
-2,433
Closed -$206K – 429
2025
Q3 		$206K Buy
2,433
+155
+7% +$13.9K 0.04% 383
2025
Q2 		$209K Buy
+2,278
New +$197K 0.05% 343
2024
Q3 		– Sell
-304
Closed -$23.7K – 669
2024
Q2 		$23.7K Buy
304
+195
+179% +$15.9K 0.01% 367
2024
Q1 		$9.92K Buy
109
+1
+0.9% +$93 ﹤0.01% 472
2023
Q4 		$10.4K Sell
108
-5
-4% -$487 ﹤0.01% 417
2023
Q3 		$10.3K Sell
113
-29
-20% -$2.85K ﹤0.01% 442
2023
Q2 		$14K Buy
+142
New +$14.7K 0.01% 352
2021
Q4 		– Sell
-2,098
Closed -$245K – 104
2021
Q3 		$245K Sell
2,098
-658
-24% -$77K 0.11% 90
2021
Q2 		$308K Sell
2,756
-70
-2% -$7.91K 0.14% 83
2021
Q1 		$309K Sell
2,826
-198
-7% -$20.8K 0.15% 93
2020
Q4 		$323K Buy
3,024
+310
+11% +$29.6K 0.16% 108
2020
Q3 		$233K Buy
+2,714
New +$216K 0.1% 111
2020
Q2 		– Sell
-3,454
Closed -$227K – 132
2020
Q1 		$227K Buy
+3,454
New +$279K 0.11% 102

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

VisionPoint Advisory Group's SBUX Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Starbucks (SBUX) stake by 21% in Q2 2026, buying an estimated $48.8K and bringing the position to 2,762 shares worth $282K. The position accounts for 0.05% of the portfolio, ranked #373.

VisionPoint Advisory Group first reported a position in SBUX in Q1 2020 and has held it in 15 quarters since. The position peaked at $323K in Q4 2020. 872 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • VisionPoint Advisory Group held 2,762 shares of Starbucks worth $282K as of Q2 2026.
  • VisionPoint Advisory Group bought 485 Starbucks shares in Q2 2026, an estimated $48.8K.
  • Starbucks made up 0.05% of VisionPoint Advisory Group's portfolio in Q2 2026, its #373 holding.
  • VisionPoint Advisory Group first reported a position in Starbucks in Q1 2020 and has held it in 15 quarters since.
  • VisionPoint Advisory Group's Starbucks position peaked at $323K in Q4 2020.
  • 872 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.