Apella Capital
SBUX icon

Apella Capital’s Starbucks SBUX Stock Holding History

Apella Capital’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 		$1.9M Sell
20,346
-147
-0.7% -$15.2K 0.02% 289
2026
Q2 		$2.12M Buy
20,493
+1,451
+8% +$146K 0.03% 252
2026
Q1 		$1.9M Buy
19,042
+2,107
+12% +$199K 0.03% 262
2025
Q4 		$1.43M Sell
16,935
-317
-2% -$26.7K 0.03% 238
2025
Q3 		$1.46M Buy
17,252
+8,960
+108% +$802K 0.03% 206
2025
Q2 		$776K Buy
8,292
+816
+11% +$70.7K 0.02% 250
2025
Q1 		$663K Sell
7,476
-46
-0.6% -$4.76K 0.02% 228
2024
Q4 		$686K Buy
7,522
+576
+8% +$55.7K 0.03% 200
2024
Q3 		$670K Sell
6,946
-212
-3% -$18.2K 0.03% 192
2024
Q2 		$521K Buy
7,158
+240
+3% +$19.5K 0.02% 199
2024
Q1 		$603K Buy
6,918
+15
+0.2% +$1.4K 0.03% 176
2023
Q4 		$646K Buy
6,903
+1,709
+33% +$166K 0.04% 169
2023
Q3 		$474K Sell
5,194
-122
-2% -$12K 0.03% 174
2023
Q2 		$527K Buy
+5,316
New +$552K 0.04% 170
2022
Q4 		$791K Buy
7,971
+2,797
+54% +$264K 0.07% 125
2022
Q3 		$436K Hold
5,174
– – 0.05% 145
2022
Q2 		$395K Buy
5,174
+845
+20% +$64.9K 0.05% 161
2022
Q1 		$394K Sell
4,329
-493
-10% -$46.5K 0.06% 144
2021
Q4 		$564K Sell
4,822
-73
-1% -$8.23K 0.07% 124
2021
Q3 		$540K Sell
4,895
-417
-8% -$48.8K 0.08% 128
2021
Q2 		$594K Buy
+5,312
New +$601K 0.1% 126

Other funds holding SBUX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Apella Capital's SBUX Position: Q3 2026 in Review

Apella Capital reduced its Starbucks (SBUX) stake by 0.72% in Q3 2026, selling an estimated $15.2K and leaving 20,346 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #289.

Apella Capital first reported a position in SBUX in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.12M in Q2 2026. 1,582 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Apella Capital held 20,346 shares of Starbucks worth $1.9M as of Q3 2026.
  • Apella Capital sold 147 Starbucks shares in Q3 2026, an estimated $15.2K.
  • Starbucks made up 0.02% of Apella Capital's portfolio in Q3 2026, its #289 holding.
  • Apella Capital first reported a position in Starbucks in Q2 2021 and has held it in 21 quarters since.
  • Apella Capital's Starbucks position peaked at $2.12M in Q2 2026.
  • 1,582 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.