Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Starbucks SBUX Stock Holding History

Wealth Enhancement Advisory Services’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 		$36.4M Sell
434,714
-4,991
-1% -$503K 0.06% 272
2026
Q1 		$31.9M Buy
439,705
+1,392
+0.3% +$132K 0.06% 276
2025
Q4 		$39.5M Buy
438,313
+3,748
+0.9% +$316K 0.05% 305
2025
Q3 		$35.3M Sell
434,565
-21,469
-5% -$1.92M 0.05% 307
2025
Q2 		$43.1M Sell
456,034
-16,742
-4% -$1.45M 0.07% 249
2025
Q1 		$46.4M Buy
472,776
+26,109
+6% +$2.7M 0.09% 219
2024
Q4 		$40.8M Sell
446,667
-13,634
-3% -$1.32M 0.08% 236
2024
Q3 		$44.9M Sell
460,301
-95,183
-17% -$8.17M 0.1% 207
2024
Q2 		$43.2M Buy
555,484
+24,164
+5% +$1.97M 0.1% 199
2024
Q1 		$48.6M Buy
531,320
+25,772
+5% +$2.4M 0.13% 168
2023
Q4 		$48.5M Sell
505,548
-4,586
-0.9% -$446K 0.14% 151
2023
Q3 		$46.6M Buy
510,134
+501,788
+6,012% +$49.3M 0.15% 139
2023
Q2 		$827K Sell
8,346
-918
-10% -$95.3K 0.01% 289
2023
Q1 		$965K Buy
+9,264
New +$964K 0.01% 309
2022
Q3 		– Sell
-67,110
Closed -$5.32M – 378
2022
Q2 		$5.32M Buy
+67,110
New +$5.15M 0.07% 125
2021
Q2 		– Sell
-40,473
Closed -$4.58M – 307
2021
Q1 		$4.58M Buy
40,473
+1,374
+4% +$144K 0.08% 104
2020
Q4 		$4M Buy
+39,099
New +$3.73M 0.09% 87
2020
Q1 		– Sell
-14,386
Closed -$1.26M – 265
2019
Q4 		$1.26M Buy
+14,386
New +$1.23M 0.04% 157
2016
Q4 		– Sell
-15,162
Closed -$809K – 178
2016
Q3 		$809K Sell
15,162
-6,458
-30% -$361K 0.12% 103
2016
Q2 		$1.24M Buy
+21,620
New +$1.23M 0.22% 91
2015
Q2 		– Sell
-14,066
Closed -$666K – 122
2015
Q1 		$666K Buy
14,066
+2,290
+19% +$103K 0.26% 84
2014
Q4 		$483K Buy
+11,776
New +$460K 0.19% 99

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GI
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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Wealth Enhancement Advisory Services's SBUX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Starbucks (SBUX) stake by 1.1% in Q2 2026, selling an estimated $503K and leaving 434,714 shares worth $36.4M. The position accounts for 0.06% of the portfolio, ranked #272.

Wealth Enhancement Advisory Services first reported a position in SBUX in Q4 2014 and has held it in 22 quarters since. The position peaked at $48.6M in Q1 2024. 410 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 434,714 shares of Starbucks worth $36.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 4,991 Starbucks shares in Q2 2026, an estimated $503K.
  • Starbucks made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #272 holding.
  • Wealth Enhancement Advisory Services first reported a position in Starbucks in Q4 2014 and has held it in 22 quarters since.
  • Wealth Enhancement Advisory Services's Starbucks position peaked at $48.6M in Q1 2024.
  • 410 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.