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Wealth Group’s Starbucks SBUX Stock Holding History

Wealth 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 		$1.65M Buy
16,106
+9,901
+160% +$997K 0.41% 51
2026
Q1 		$556K Buy
6,205
+3,502
+130% +$331K 0.52% 46
2025
Q4 		$228K Buy
+2,703
New +$228K 0.22% 76
2025
Q2 		$249K Buy
2,715
+17
+0.6% +$1.47K 0.25% 74
2025
Q1 		$265K Sell
2,698
-749
-22% -$77.4K 0.17% 126
2024
Q4 		$315K Buy
3,447
+577
+20% +$55.8K 0.2% 110
2024
Q3 		$280K Sell
2,870
-467
-14% -$40.1K 0.19% 120
2024
Q2 		$260K Sell
3,337
-207
-6% -$16.9K 0.19% 124
2024
Q1 		$324K Buy
+3,544
New +$330K 0.24% 108

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

Wealth Group's SBUX Position: Q2 2026 in Review

Wealth Group increased its Starbucks (SBUX) stake by 160% in Q2 2026, buying an estimated $997K and bringing the position to 16,106 shares worth $1.65M. The position accounts for 0.41% of the portfolio, ranked #51.

Wealth Group first reported a position in SBUX in Q1 2024 and has held it in 9 quarters since. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Wealth Group held 16,106 shares of Starbucks worth $1.65M as of Q2 2026.
  • Wealth Group bought 9,901 Starbucks shares in Q2 2026, an estimated $997K.
  • Starbucks made up 0.41% of Wealth Group's portfolio in Q2 2026, its #51 holding.
  • Wealth Group first reported a position in Starbucks in Q1 2024 and has held it in 9 quarters since.
  • 772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

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