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

Amplius 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
-2,024
Closed -$207K – 235
2026
Q2 		$207K Buy
+2,024
New +$204K 0.02% 205
2024
Q1 		– Sell
-2,091
Closed -$201K – 185
2023
Q4 		$201K Buy
+2,091
New +$204K 0.02% 168
2022
Q1 		– Sell
-1,376
Closed -$160K – 749
2021
Q4 		$160K Buy
+1,376
New +$155K 0.02% 204

Other funds holding SBUX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

Amplius Wealth Advisors sold out of Starbucks (SBUX) in Q3 2026, closing a stake of 2,024 shares — an estimated $207K sold.

Amplius Wealth Advisors first reported a position in SBUX in Q4 2021 and held it in 3 quarters. The position peaked at $207K in Q2 2026. 903 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Amplius Wealth Advisors reported no remaining Starbucks position as of Q3 2026 after selling out during the quarter.
  • Amplius Wealth Advisors sold 2,024 Starbucks shares in Q3 2026, an estimated $207K.
  • Amplius Wealth Advisors first reported a position in Starbucks in Q4 2021 and held it in 3 quarters.
  • Amplius Wealth Advisors's Starbucks position peaked at $207K in Q2 2026.
  • 903 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

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