WBC
SBUX icon

West Branch Capital’s Starbucks SBUX Stock Holding History

West Branch Capital’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 		$614 Hold
6
– – ﹤0.01% 313
2026
Q1 		$538 Hold
6
– – ﹤0.01% 335
2025
Q4 		$506 Sell
6
-11
-65% -$928 ﹤0.01% 375
2025
Q3 		$1.44K Sell
17
-63
-79% -$5.64K ﹤0.01% 365
2025
Q2 		$7.34K Sell
80
-27
-25% -$2.34K ﹤0.01% 306
2025
Q1 		$10.5K Buy
107
+36
+51% +$3.72K ﹤0.01% 278
2024
Q4 		$6.48K Buy
71
+54
+318% +$5.22K ﹤0.01% 317
2024
Q3 		$1.65K Buy
17
+6
+55% +$515 ﹤0.01% 380
2024
Q2 		$847 Hold
11
– – ﹤0.01% 395
2024
Q1 		$987 Sell
11
-52
-83% -$4.84K ﹤0.01% 388
2023
Q4 		$6.02K Buy
63
+52
+473% +$5.06K ﹤0.01% 317
2023
Q3 		$975 Hold
11
– – ﹤0.01% 399
2023
Q2 		$1.05K Hold
11
– – ﹤0.01% 403
2023
Q1 		$1.1K Sell
11
-320
-97% -$33.3K ﹤0.01% 408
2022
Q4 		$32.8K Buy
331
+1
+0.3% +$94 0.02% 190
2022
Q3 		$28K Hold
330
– – 0.02% 204
2022
Q2 		$25K Sell
330
-500
-60% -$38.4K 0.01% 212
2022
Q1 		$76K Hold
830
– – 0.04% 155
2021
Q4 		$97K Hold
830
– – 0.04% 147
2021
Q3 		$92K Hold
830
– – 0.04% 141
2021
Q2 		$93K Buy
+830
New +$93.8K 0.05% 145

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
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

West Branch Capital's SBUX Position: Q2 2026 in Review

West Branch Capital held its Starbucks (SBUX) position steady in Q2 2026 at 6 shares worth $614. The position accounts for ﹤0.01% of the portfolio, ranked #313.

West Branch Capital first reported a position in SBUX in Q2 2021 and has held it in 21 quarters since. The position peaked at $97K in Q4 2021. 626 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • West Branch Capital held 6 shares of Starbucks worth $614 as of Q2 2026.
  • West Branch Capital left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #313 holding.
  • West Branch Capital first reported a position in Starbucks in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's Starbucks position peaked at $97K in Q4 2021.
  • 626 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.