Atala Financial’s Starbucks SBUX Stock Holding History

Atala Financial’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	$227K	Hold	2,421	–	–	0.13%	112
2026 Q2	$247K	Hold	2,421	–	–	0.15%	107
2026 Q1	$218K	Buy	+2,421	New	+$229K	0.15%	110
2025 Q4	–	Sell	-2,375	Closed	-$201K	–	131
2025 Q3	$201K	Sell	2,375 -106	-4%	-$9.49K	0.13%	124
2025 Q2	$227K	Hold	2,481	–	–	0.16%	116
2025 Q1	$243K	Hold	2,481	–	–	0.18%	105
2024 Q4	$226K	Buy	+2,481	New	+$240K	0.16%	115

Other funds holding SBUX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Atala Financial's SBUX Position: Q3 2026 in Review

Atala Financial held its Starbucks (SBUX) position steady in Q3 2026 at 2,421 shares worth $227K. The position accounts for 0.13% of the portfolio, ranked #112.

Atala Financial first reported a position in SBUX in Q4 2024 and has held it in 7 quarters since. The position peaked at $247K in Q2 2026. 937 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

Atala Financial held 2,421 shares of Starbucks worth $227K as of Q3 2026.
Atala Financial left its Starbucks share count unchanged in Q3 2026.
Starbucks made up 0.13% of Atala Financial's portfolio in Q3 2026, its #112 holding.
Atala Financial first reported a position in Starbucks in Q4 2024 and has held it in 7 quarters since.
Atala Financial's Starbucks position peaked at $247K in Q2 2026.
937 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.