West Financial Advisors’s Starbucks SBUX Stock Holding History

West 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	$30.4K	Hold	297	–	–	﹤0.01%	118
2026 Q1	$26.6K	Sell	297 -200	-40%	-$18.9K	﹤0.01%	119
2025 Q4	$41.9K	Hold	497	–	–	0.01%	103
2025 Q3	$42.1K	Hold	497	–	–	0.01%	107
2025 Q2	$45.6K	Hold	497	–	–	0.01%	105
2025 Q1	$48.8K	Hold	497	–	–	0.01%	102
2024 Q4	$45.4K	Hold	497	–	–	0.01%	99
2024 Q3	$48.5K	Hold	497	–	–	0.01%	90
2024 Q2	$38.7K	Hold	497	–	–	0.01%	85
2024 Q1	$45.4K	Hold	497	–	–	0.01%	83
2023 Q4	$47.7K	Hold	497	–	–	0.01%	85
2023 Q3	$45.4K	Hold	497	–	–	0.01%	82
2023 Q2	$49.3K	Hold	497	–	–	0.01%	80
2023 Q1	$51.8K	Hold	497	–	–	0.01%	76
2022 Q4	$49.3K	Sell	497 -450	-48%	-$42.5K	0.01%	76
2022 Q3	$80K	Buy	947 +281	+42%	+$23.9K	0.02%	86
2022 Q2	$51K	Hold	666	–	–	0.01%	98
2022 Q1	$61K	Hold	666	–	–	0.02%	98
2021 Q4	$78K	Hold	666	–	–	0.02%	96
2021 Q3	$73K	Buy	666 +1	+0.2%	+$117	0.02%	89
2021 Q2	$74K	Buy	665 +1	+0.2%	+$113	0.02%	83
2021 Q1	$73K	Buy	664 +1	+0.2%	+$105	0.02%	83
2020 Q4	$71K	Buy	+663	New	+$63.3K	0.03%	82

Other funds holding SBUX

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

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

West Financial Advisors held its Starbucks (SBUX) position steady in Q2 2026 at 297 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #118.

West Financial Advisors first reported a position in SBUX in Q4 2020 and has held it in 23 quarters since. The position peaked at $80K in Q3 2022. 646 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

West Financial Advisors held 297 shares of Starbucks worth $30.4K as of Q2 2026.
West Financial Advisors left its Starbucks share count unchanged in Q2 2026.
Starbucks made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #118 holding.
West Financial Advisors first reported a position in Starbucks in Q4 2020 and has held it in 23 quarters since.
West Financial Advisors's Starbucks position peaked at $80K in Q3 2022.
646 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.