Winthrop Advisory Group’s Starbucks SBUX Stock Holding History

Winthrop Advisory 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	$1M	Buy	9,825 +24	+0.2%	+$2.42K	0.07%	88
2026 Q1	$878K	Buy	9,801 +40	+0.4%	+$3.78K	0.07%	81
2025 Q4	$822K	Sell	9,761 -7	-0.1%	-$590	0.07%	81
2025 Q3	$826K	Sell	9,768 -456	-4%	-$40.8K	0.07%	78
2025 Q2	$937K	Buy	10,224 +1,115	+12%	+$96.6K	0.09%	70
2025 Q1	$894K	Sell	9,109 -2,050	-18%	-$212K	0.11%	62
2024 Q4	$1.02M	Buy	11,159 +2,263	+25%	+$219K	0.12%	58
2024 Q3	$867K	Buy	8,896 +864	+11%	+$74.1K	0.11%	63
2024 Q2	$625K	Buy	8,032 +63	+0.8%	+$5.13K	0.09%	71
2024 Q1	$728K	Sell	7,969 -529	-6%	-$49.2K	0.11%	64
2023 Q4	$816K	Buy	8,498 +377	+5%	+$36.7K	0.13%	61
2023 Q3	$741K	Sell	8,121 -531	-6%	-$52.1K	0.12%	57
2023 Q2	$857K	Buy	8,652 +503	+6%	+$52.2K	0.14%	56
2023 Q1	$849K	Buy	8,149 +1	+0%	+$104	0.15%	54
2022 Q4	$808K	Buy	8,148 +785	+11%	+$74.1K	0.15%	52
2022 Q3	$620K	Buy	7,363 +1	+0%	+$85	0.13%	55
2022 Q2	$562K	Sell	7,362 -322	-4%	-$24.7K	0.13%	58
2022 Q1	$699K	Buy	7,684 +500	+7%	+$47.2K	0.15%	54
2021 Q4	$840K	Sell	7,184 -342	-5%	-$38.6K	0.17%	48
2021 Q3	$830K	Sell	7,526 -879	-10%	-$103K	0.18%	48
2021 Q2	$940K	Sell	8,405 -1,063	-11%	-$120K	0.21%	42
2021 Q1	$1.03M	Buy	9,468 +1,226	+15%	+$129K	0.26%	39
2020 Q4	$882K	Buy	8,242 +811	+11%	+$77.4K	0.23%	41
2020 Q3	$647K	Sell	7,431 -702	-9%	-$56K	0.2%	45
2020 Q2	$602K	Buy	8,133 +698	+9%	+$52.5K	0.21%	42
2020 Q1	$489K	Buy	7,435 +57	+0.8%	+$4.61K	0.2%	42
2019 Q4	$649K	Buy	7,378 +1,006	+16%	+$85.8K	0.23%	46
2019 Q3	$563K	Sell	6,372 -82	-1%	-$7.6K	0.22%	44
2019 Q2	$541K	Sell	6,454 -2,339	-27%	-$183K	0.23%	44
2019 Q1	$657K	Buy	8,793 +9	+0.1%	+$619	0.29%	40
2018 Q4	$566K	Buy	8,784 +930	+12%	+$58.2K	0.29%	40
2018 Q3	$446K	Buy	7,854 +2,357	+43%	+$125K	0.25%	46
2018 Q2	$269K	Sell	5,497 -1,264	-19%	-$71.7K	0.18%	59
2018 Q1	$391K	Buy	6,761 +170	+3%	+$9.83K	0.28%	49
2017 Q4	$394K	Buy	+6,591	New	+$373K	0.28%	49

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

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

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

Winthrop Advisory Group's SBUX Position: Q2 2026 in Review

Winthrop Advisory Group increased its Starbucks (SBUX) stake by 0.24% in Q2 2026, buying an estimated $2.42K and bringing the position to 9,825 shares worth $1M. The position accounts for 0.07% of the portfolio, ranked #88.

Winthrop Advisory Group first reported a position in SBUX in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.03M in Q1 2021. 840 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Winthrop Advisory Group held 9,825 shares of Starbucks worth $1M as of Q2 2026.
Winthrop Advisory Group bought 24 Starbucks shares in Q2 2026, an estimated $2.42K.
Starbucks made up 0.07% of Winthrop Advisory Group's portfolio in Q2 2026, its #88 holding.
Winthrop Advisory Group first reported a position in Starbucks in Q4 2017 and has held it in 35 quarters since.
Winthrop Advisory Group's Starbucks position peaked at $1.03M in Q1 2021.
840 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.