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World Equity Group’s Starbucks SBUX Stock Holding History

World Equity 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 		$253K Buy
+2,471
New +$249K 0.06% 336
2026
Q1 		– Sell
-2,567
Closed -$216K – 389
2025
Q4 		$216K Buy
+2,567
New +$217K 0.06% 309
2025
Q3 		– Sell
-2,435
Closed -$223K – 371
2025
Q2 		$223K Buy
2,435
+29
+1% +$2.51K 0.06% 293
2025
Q1 		$235K Sell
2,406
-2,294
-49% -$237K 0.07% 267
2024
Q4 		$429K Buy
4,700
+2,413
+106% +$233K 0.09% 212
2024
Q3 		$223K Sell
2,287
-1,272
-36% -$109K 0.08% 237
2024
Q2 		$277K Sell
3,559
-3,461
-49% -$282K 0.08% 216
2024
Q1 		$642K Buy
7,020
+152
+2% +$14.1K 0.13% 162
2023
Q4 		$659K Sell
6,868
-216
-3% -$21K 0.13% 157
2023
Q3 		$650K Buy
7,084
+4,089
+137% +$401K 0.14% 170
2023
Q2 		$297K Buy
2,995
+121
+4% +$12.6K 0.09% 246
2023
Q1 		$264K Sell
2,874
-1,573
-35% -$164K 0.04% 405
2022
Q4 		$441K Buy
4,447
+67
+2% +$6.32K 0.1% 194
2022
Q3 		$369K Buy
4,380
+1,119
+34% +$95.1K 0.09% 208
2022
Q2 		$249K Buy
3,261
+317
+11% +$24.3K 0.06% 287
2022
Q1 		$268K Buy
+2,944
New +$278K 0.06% 291

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

World Equity Group's SBUX Position: Q2 2026 in Review

World Equity Group opened a new position in Starbucks (SBUX) in Q2 2026: 2,471 shares worth $253K. The stake represents 0.06% of the portfolio and ranks #336 among its holdings. This is a return to the name: World Equity Group previously reported a position in SBUX as recently as Q4 2025.

World Equity Group first reported a position in SBUX in Q1 2022 and has held it in 16 quarters since. The position peaked at $659K in Q4 2023. 545 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • World Equity Group held 2,471 shares of Starbucks worth $253K as of Q2 2026.
  • Starbucks was a new World Equity Group position in Q2 2026.
  • Starbucks made up 0.06% of World Equity Group's portfolio in Q2 2026, its #336 holding.
  • World Equity Group first reported a position in Starbucks in Q1 2022 and has held it in 16 quarters since.
  • World Equity Group's Starbucks position peaked at $659K in Q4 2023.
  • 545 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.