WFA
SBUX icon

Wellspring Financial Advisors’s Starbucks SBUX Stock Holding History

Wellspring Financial 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 		$434K Buy
4,249
+117
+3% +$11.8K 0.03% 187
2026
Q1 		$370K Sell
4,132
-4,652
-53% -$440K 0.03% 196
2025
Q4 		$741K Buy
8,784
+6,337
+259% +$535K 0.06% 110
2025
Q3 		$207K Sell
2,447
-312
-11% -$27.9K 0.02% 157
2025
Q2 		$253K Buy
2,759
+54
+2% +$4.68K 0.03% 127
2025
Q1 		$265K Sell
2,705
-207
-7% -$21.4K 0.03% 106
2024
Q4 		$266K Sell
2,912
-366
-11% -$35.4K 0.03% 105
2024
Q3 		$320K Sell
3,278
-1,655
-34% -$142K 0.04% 109
2024
Q2 		$384K Sell
4,933
-451
-8% -$36.7K 0.05% 93
2024
Q1 		$492K Buy
5,384
+81
+2% +$7.53K 0.08% 72
2023
Q4 		$509K Buy
5,303
+395
+8% +$38.4K 0.13% 69
2023
Q3 		$448K Buy
4,908
+23
+0.5% +$2.26K 0.13% 62
2023
Q2 		$484K Sell
4,885
-219
-4% -$22.7K 0.14% 60
2023
Q1 		$531K Sell
5,104
-1,165
-19% -$121K 0.16% 63
2022
Q4 		$622K Sell
6,269
-202
-3% -$19.1K 0.21% 60
2022
Q3 		$545K Sell
6,471
-216
-3% -$18.4K 0.2% 52
2022
Q2 		$511K Sell
6,687
-21
-0.3% -$1.61K 0.18% 52
2022
Q1 		$610K Sell
6,708
-267
-4% -$25.2K 0.18% 48
2021
Q4 		$816K Buy
6,975
+47
+0.7% +$5.3K 0.23% 45
2021
Q3 		$764K Sell
6,928
-144
-2% -$16.9K 0.23% 46
2021
Q2 		$791K Buy
7,072
+70
+1% +$7.91K 0.25% 44
2021
Q1 		$460K Sell
7,002
-144
-2% -$15.1K 0.22% 44
2020
Q4 		$764K Buy
7,146
+278
+4% +$26.5K 0.27% 43
2020
Q3 		$590K Sell
6,868
-312
-4% -$24.9K 0.23% 45
2020
Q2 		$528K Buy
7,180
+178
+3% +$13.4K 0.22% 45
2020
Q1 		$460K Buy
+7,002
New +$566K 0.22% 44

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

Wellspring Financial Advisors's SBUX Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Starbucks (SBUX) stake by 2.8% in Q2 2026, buying an estimated $11.8K and bringing the position to 4,249 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #187.

Wellspring Financial Advisors first reported a position in SBUX in Q1 2020 and has held it in 26 quarters since. The position peaked at $816K in Q4 2021. 687 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Wellspring Financial Advisors held 4,249 shares of Starbucks worth $434K as of Q2 2026.
  • Wellspring Financial Advisors bought 117 Starbucks shares in Q2 2026, an estimated $11.8K.
  • Starbucks made up 0.03% of Wellspring Financial Advisors's portfolio in Q2 2026, its #187 holding.
  • Wellspring Financial Advisors first reported a position in Starbucks in Q1 2020 and has held it in 26 quarters since.
  • Wellspring Financial Advisors's Starbucks position peaked at $816K in Q4 2021.
  • 687 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.