Aprio Wealth Management
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Aprio Wealth Management’s Starbucks SBUX Stock Holding History

Aprio 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 		$1.24M Buy
13,148
+80
+0.6% +$8.26K 0.06% 213
2026
Q2 		$1.34M Buy
13,068
+477
+4% +$48K 0.07% 186
2026
Q1 		$1.13M Buy
12,591
+8,780
+230% +$831K 0.06% 186
2025
Q4 		$1M Buy
3,811
+201
+6% +$17K 0.06% 196
2025
Q3 		$305K Buy
3,610
+326
+10% +$29.2K 0.03% 327
2025
Q2 		$301K Sell
3,284
-681
-17% -$59K 0.03% 286
2025
Q1 		$389K Buy
3,965
+888
+29% +$91.8K 0.05% 217
2024
Q4 		$281K Buy
3,077
+584
+23% +$56.5K 0.04% 229
2024
Q3 		$243K Sell
2,493
-516
-17% -$44.3K 0.04% 231
2024
Q2 		$234K Buy
+3,009
New +$245K 0.04% 213

Other funds holding SBUX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

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

Aprio Wealth Management increased its Starbucks (SBUX) stake by 0.61% in Q3 2026, buying an estimated $8.26K and bringing the position to 13,148 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #213.

Aprio Wealth Management first reported a position in SBUX in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.34M in Q2 2026. 1,046 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Aprio Wealth Management held 13,148 shares of Starbucks worth $1.24M as of Q3 2026.
  • Aprio Wealth Management bought 80 Starbucks shares in Q3 2026, an estimated $8.26K.
  • Starbucks made up 0.06% of Aprio Wealth Management's portfolio in Q3 2026, its #213 holding.
  • Aprio Wealth Management first reported a position in Starbucks in Q2 2024 and has held it in 10 quarters since.
  • Aprio Wealth Management's Starbucks position peaked at $1.34M in Q2 2026.
  • 1,046 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.