We are live on ! Find out more
SBUX icon

Starbucks
SBUX

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
2001
Investment Advisory Group
Massachusetts
$223K +$4.35K +45 +2%
HCA
2002
Harbour Capital Advisors
Virginia
$222K – – –
SIC
2003
Sigma Investment Counselors
Michigan
$222K -$8.13K -84 -3%
OWA
2004
ORBA Wealth Advisors
Illinois
$221K -$53.1K -549 -19%
GS
2005
GWN Securities
Florida
$219K +$215K +2,227 New
MWML
2006
M Wealth Management LLC
California
$219K +$232K +2,402 New
PCMC
2007
Private Capital Management (Colorado)
Colorado
$219K -$13.4K -138 -5%
NCM
2008
Northside Capital Management
Oregon
$219K +$193 +2 +0.1%
AWM
2009
AllSquare Wealth Management
New York
$219K -$19.3K -200 -8%
CWM
2010
Campbell Wealth Management
Virginia
$219K – – –
EMAM
2011
Encompass More Asset Management
California
$219K -$9.58K -99 -4%
S
2012
Sunpointe
Missouri
$219K +$232K +2,395 New
AM
2013
AGF Management
Ontario, Canada
$219K -$24.4K -252 -10%
AWA
2014
Archvest Wealth Advisors
California
$217K +$290 +3 +0.1%
PCH
2015
PGIM Custom Harvest
New Jersey
$217K -$183K -1,890 -44%
SW
2016
Simplicity Wealth
New Jersey
$217K +$13.6K +141 +6%
VCM
2017
Versant Capital Management
Arizona
$216K +$37.9K +392 +20%
JAG
2018
Journey Advisory Group
Kentucky
$216K – – –
CL
2019
CLG LLC
California
$216K +$229K +2,368 New
PCG
2020
Prosperity Consulting Group
Maryland
$216K +$12.1K +125 +6%
GWM
2021
Gitterman Wealth Management
New Jersey
$216K +$484 +5 +0.2%
WCA
2022
Westover Capital Advisors
Delaware
$216K -$3.58K -37 -2%
KFGK
2023
Keystone Financial Group (Kentucky)
Kentucky
$215K -$4.93K -51 -2%
MG
2024
Marex Group
$215K -$49.5K -512 -18%
FBFS
2025
First Business Financial Services
Wisconsin
$215K – – –
79 80
81
82 83