Allen Wealth Management’s Starbucks SBUX Stock Holding History

Allen 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	–	Sell	-3,303	Closed	-$338K	–	59
2026 Q2	$338K	Sell	3,303 -780	-19%	-$78.6K	0.16%	46
2026 Q1	$366K	Sell	4,083 -878	-18%	-$83.1K	0.18%	48
2025 Q4	$418K	Sell	4,961 -1,290	-21%	-$109K	0.25%	46
2025 Q3	$529K	Sell	6,251 -3,530	-36%	-$316K	0.36%	39
2025 Q2	$896K	Sell	9,781 -1,402	-13%	-$121K	0.63%	31
2025 Q1	$1.1M	Sell	11,183 -300	-3%	-$31K	0.76%	29
2024 Q4	$1.05M	Sell	11,483 -136	-1%	-$13.2K	0.75%	28
2024 Q3	$1.13M	Sell	11,619 -345	-3%	-$29.6K	0.79%	28
2024 Q2	$931K	Sell	11,964 -500	-4%	-$40.7K	0.83%	29
2024 Q1	$1.14M	Sell	12,464 -484	-4%	-$45K	1%	26
2023 Q4	$1.24M	Buy	+12,948	New	+$1.26M	1.22%	23

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

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

Allen Wealth Management sold out of Starbucks (SBUX) in Q3 2026, closing a stake of 3,303 shares — an estimated $338K sold.

Allen Wealth Management first reported a position in SBUX in Q4 2023 and held it in 11 quarters. The position peaked at $1.24M in Q4 2023. 1,491 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

Allen Wealth Management reported no remaining Starbucks position as of Q3 2026 after selling out during the quarter.
Allen Wealth Management sold 3,303 Starbucks shares in Q3 2026, an estimated $338K.
Allen Wealth Management first reported a position in Starbucks in Q4 2023 and held it in 11 quarters.
Allen Wealth Management's Starbucks position peaked at $1.24M in Q4 2023.
1,491 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.