WT Wealth Management’s Starbucks SBUX Stock Holding History

WT Wealth Management’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	$2.11M	Buy	20,658 +2,164	+12%	+$218K	0.58%	56
2026 Q1	$1.66M	Sell	18,494 -12	-0.1%	-$1.14K	0.49%	61
2025 Q4	$1.56M	Buy	+18,506	New	+$1.56M	0.45%	63
2024 Q2	–	Sell	-12,948	Closed	-$1.18M	–	128
2024 Q1	$1.18M	Buy	12,948 +2,044	+19%	+$190K	0.42%	67
2023 Q4	$1.05M	Buy	+10,904	New	+$1.06M	0.41%	67
2022 Q2	–	Sell	-14,936	Closed	-$1.36M	–	118
2022 Q1	$1.36M	Buy	14,936 +1,464	+11%	+$138K	0.52%	64
2021 Q4	$1.58M	Buy	13,472 +1,124	+9%	+$127K	0.58%	59
2021 Q3	$1.36M	Buy	12,348 +1,613	+15%	+$189K	0.53%	63
2021 Q2	$1.2M	Buy	10,735 +1,481	+16%	+$167K	0.49%	66
2021 Q1	$1.01M	Buy	9,254 +4,242	+85%	+$445K	0.47%	64
2020 Q4	$536K	Buy	5,012 +2,343	+88%	+$224K	0.29%	88
2020 Q3	$229K	Buy	+2,669	New	+$213K	0.15%	100

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

WT Wealth Management's SBUX Position: Q2 2026 in Review

WT Wealth Management increased its Starbucks (SBUX) stake by 12% in Q2 2026, buying an estimated $218K and bringing the position to 20,658 shares worth $2.11M. The position accounts for 0.58% of the portfolio, ranked #56.

WT Wealth Management first reported a position in SBUX in Q3 2020 and has held it in 12 quarters since. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

WT Wealth Management held 20,658 shares of Starbucks worth $2.11M as of Q2 2026.
WT Wealth Management bought 2,164 Starbucks shares in Q2 2026, an estimated $218K.
Starbucks made up 0.58% of WT Wealth Management's portfolio in Q2 2026, its #56 holding.
WT Wealth Management first reported a position in Starbucks in Q3 2020 and has held it in 12 quarters since.
772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.