Accurate Wealth Management’s Starbucks SBUX Stock Holding History

Accurate 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 Q3	$350K	Buy	3,802 +437	+13%	+$45.1K	0.03%	447
2026 Q2	$357K	Buy	3,365 +180	+6%	+$18.1K	0.03%	420
2026 Q1	$308K	Sell	3,185 -427	-12%	-$40.4K	0.04%	419
2025 Q4	$321K	Sell	3,612 -1,318	-27%	-$111K	0.04%	387
2025 Q3	$400K	Buy	4,930 +657	+15%	+$58.8K	0.05%	340
2025 Q2	$407K	Buy	4,273 +852	+25%	+$73.8K	0.06%	299
2025 Q1	$292K	Buy	+3,421	New	+$354K	0.06%	290
2023 Q2	–	Sell	-2,245	Closed	-$235K	–	287
2023 Q1	$235K	Buy	2,245 +960	+75%	+$100K	0.08%	220
2022 Q4	$136K	Buy	+1,285	New	+$121K	0.05%	257

Other funds holding SBUX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Accurate Wealth Management's SBUX Position: Q3 2026 in Review

Accurate Wealth Management increased its Starbucks (SBUX) stake by 13% in Q3 2026, buying an estimated $45.1K and bringing the position to 3,802 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #447.

Accurate Wealth Management first reported a position in SBUX in Q4 2022 and has held it in 9 quarters since. The position peaked at $407K in Q2 2025. 1,395 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

Accurate Wealth Management held 3,802 shares of Starbucks worth $350K as of Q3 2026.
Accurate Wealth Management bought 437 Starbucks shares in Q3 2026, an estimated $45.1K.
Starbucks made up 0.03% of Accurate Wealth Management's portfolio in Q3 2026, its #447 holding.
Accurate Wealth Management first reported a position in Starbucks in Q4 2022 and has held it in 9 quarters since.
Accurate Wealth Management's Starbucks position peaked at $407K in Q2 2025.
1,395 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

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