Activest Wealth Management
SBUX icon

Activest Wealth Management’s Starbucks SBUX Stock Holding History

Activest 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 		$15.9K Sell
169
-286
-63% -$29.5K ﹤0.01% 499
2026
Q2 		$46.5K Buy
455
+426
+1,469% +$42.9K 0.01% 289
2026
Q1 		$2.56K Sell
29
-115
-80% -$10.9K ﹤0.01% 919
2025
Q4 		$12.2K Sell
144
-5
-3% -$422 ﹤0.01% 623
2025
Q3 		$12.6K Sell
149
-90
-38% -$8.06K ﹤0.01% 455
2025
Q2 		$21.9K Sell
239
-92
-28% -$7.97K 0.01% 309
2025
Q1 		$32.5K Buy
331
+145
+78% +$15K 0.01% 230
2024
Q4 		$17K Buy
186
+50
+37% +$4.84K ﹤0.01% 266
2024
Q3 		$13.3K Buy
136
+27
+25% +$2.32K ﹤0.01% 290
2024
Q2 		$8.5K Buy
109
+11
+11% +$896 ﹤0.01% 310
2024
Q1 		$8.99K Buy
98
+21
+27% +$1.95K ﹤0.01% 223
2023
Q4 		$7.38K Buy
77
+1
+1% +$97 ﹤0.01% 211
2023
Q3 		$6.98K Hold
76
– – ﹤0.01% 205
2023
Q2 		$8.6K Sell
76
-5
-6% -$519 0.01% 185
2023
Q1 		$8.21K Buy
+81
New +$8.43K 0.01% 174
2022
Q3 		– Sell
-332
Closed -$25K – 585
2022
Q2 		$25K Buy
332
+2
+0.6% +$154 0.02% 135
2022
Q1 		$30K Sell
330
-395
-54% -$37.3K 0.02% 128
2021
Q4 		$85K Buy
725
+11
+2% +$1.24K 0.05% 83
2021
Q3 		$79K Buy
714
+43
+6% +$5.04K 0.05% 94
2021
Q2 		$75K Buy
671
+22
+3% +$2.49K 0.06% 85
2021
Q1 		$71K Buy
+649
New +$68.1K 0.06% 84

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

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

Activest Wealth Management reduced its Starbucks (SBUX) stake by 63% in Q3 2026, selling an estimated $29.5K and leaving 169 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Activest Wealth Management first reported a position in SBUX in Q1 2021 and has held it in 21 quarters since. The position peaked at $85K in Q4 2021. 1,491 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Activest Wealth Management held 169 shares of Starbucks worth $15.9K as of Q3 2026.
  • Activest Wealth Management sold 286 Starbucks shares in Q3 2026, an estimated $29.5K.
  • Starbucks made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #499 holding.
  • Activest Wealth Management first reported a position in Starbucks in Q1 2021 and has held it in 21 quarters since.
  • Activest Wealth Management's Starbucks position peaked at $85K in Q4 2021.
  • 1,491 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.