A4 Wealth Advisors
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A4 Wealth Advisors’s Starbucks SBUX Stock Holding History

A4 Wealth 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
Q3 		– Sell
-2,181
Closed -$223K – 86
2026
Q2 		$223K Sell
2,181
-717
-25% -$72.2K 0.15% 83
2026
Q1 		$260K Sell
2,898
-1,311
-31% -$124K 0.21% 79
2025
Q4 		$354K Sell
4,209
-1,874
-31% -$158K 0.31% 67
2025
Q3 		$515K Buy
+6,083
New +$544K 0.43% 64

Other funds holding SBUX

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

A4 Wealth Advisors's SBUX Position: Q3 2026 in Review

A4 Wealth Advisors sold out of Starbucks (SBUX) in Q3 2026, closing a stake of 2,181 shares — an estimated $223K sold.

A4 Wealth Advisors first reported a position in SBUX in Q3 2025 and held it in 4 quarters. The position peaked at $515K in Q3 2025. 1,310 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • A4 Wealth Advisors reported no remaining Starbucks position as of Q3 2026 after selling out during the quarter.
  • A4 Wealth Advisors sold 2,181 Starbucks shares in Q3 2026, an estimated $223K.
  • A4 Wealth Advisors first reported a position in Starbucks in Q3 2025 and held it in 4 quarters.
  • A4 Wealth Advisors's Starbucks position peaked at $515K in Q3 2025.
  • 1,310 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.