Accretive Wealth Partners
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Accretive Wealth Partners’s Starbucks SBUX Stock Holding History

Accretive Wealth Partners’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 		$1.97M Buy
21,012
+571
+3% +$58.9K 0.42% 53
2026
Q2 		$2.09M Buy
20,441
+691
+3% +$69.6K 0.51% 47
2026
Q1 		$1.77M Buy
19,750
+662
+3% +$62.6K 0.5% 53
2025
Q4 		$1.61M Sell
19,088
-32
-0.2% -$2.7K 0.48% 63
2025
Q3 		$1.62M Buy
19,120
+634
+3% +$56.8K 0.49% 59
2025
Q2 		$1.69M Buy
18,486
+290
+2% +$25.1K 0.56% 57
2025
Q1 		$1.51M Buy
18,196
+2,795
+18% +$289K 0.53% 61
2024
Q4 		$1.41M Sell
15,401
-124
-0.8% -$12K 0.6% 60
2024
Q3 		$1.51M Sell
15,525
-1,312
-8% -$113K 0.63% 54
2024
Q2 		$1.31M Buy
16,837
+1,724
+11% +$140K 0.55% 62
2024
Q1 		$1.1M Buy
15,113
+177
+1% +$16.5K 0.49% 64
2023
Q4 		$1.43M Sell
14,936
-64
-0.4% -$6.23K 0.69% 51
2023
Q3 		$1.37M Buy
15,000
+131
+0.9% +$12.9K 0.82% 35
2023
Q2 		$1.47M Buy
14,869
+223
+2% +$23.1K 0.87% 33
2023
Q1 		$1.53M Buy
14,646
+74
+0.5% +$7.7K 0.98% 28
2022
Q4 		$1.45M Buy
14,572
+243
+2% +$22.9K 0.99% 32
2022
Q3 		$1.21M Buy
14,329
+13
+0.1% +$1.1K 0.92% 35
2022
Q2 		$1.09M Buy
14,316
+560
+4% +$43K 0.79% 45
2022
Q1 		$1.25M Buy
13,756
+487
+4% +$46K 0.79% 43
2021
Q4 		$1.55M Buy
13,269
+399
+3% +$45K 0.99% 27
2021
Q3 		$1.42M Buy
12,870
+444
+4% +$52K 1% 24
2021
Q2 		$1.39M Buy
12,426
+869
+8% +$98.2K 1% 28
2021
Q1 		$1.26M Buy
11,557
+365
+3% +$38.3K 1.14% 20
2020
Q4 		$1.2M Buy
+11,192
New +$1.07M 1.18% 18

Other funds holding SBUX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Accretive Wealth Partners's SBUX Position: Q3 2026 in Review

Accretive Wealth Partners increased its Starbucks (SBUX) stake by 2.8% in Q3 2026, buying an estimated $58.9K and bringing the position to 21,012 shares worth $1.97M. The position accounts for 0.42% of the portfolio, ranked #53.

Accretive Wealth Partners first reported a position in SBUX in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.09M in Q2 2026. 1,501 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Accretive Wealth Partners held 21,012 shares of Starbucks worth $1.97M as of Q3 2026.
  • Accretive Wealth Partners bought 571 Starbucks shares in Q3 2026, an estimated $58.9K.
  • Starbucks made up 0.42% of Accretive Wealth Partners's portfolio in Q3 2026, its #53 holding.
  • Accretive Wealth Partners first reported a position in Starbucks in Q4 2020 and has held it in 24 quarters since.
  • Accretive Wealth Partners's Starbucks position peaked at $2.09M in Q2 2026.
  • 1,501 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Accretive Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.