Atlantic Private Wealth
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Atlantic Private Wealth’s Starbucks SBUX Stock Holding History

Atlantic Private Wealth’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 		$18.8K Sell
200
-100
-33% -$10.3K 0.01% 172
2026
Q2 		$30.7K Hold
300
– – 0.02% 147
2026
Q1 		$26.9K Hold
300
– – 0.02% 163
2025
Q4 		$25.3K Buy
300
+100
+50% +$8.44K 0.02% 157
2025
Q3 		$16.9K Hold
200
– – 0.01% 162
2025
Q2 		$18.3K Hold
200
– – 0.01% 157
2025
Q1 		$19.6K Hold
200
– – 0.01% 157
2024
Q4 		$18.2K Hold
200
– – 0.01% 146
2024
Q3 		$19.5K Buy
+200
New +$17.2K 0.01% 135

Other funds holding SBUX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Atlantic Private Wealth's SBUX Position: Q3 2026 in Review

Atlantic Private Wealth reduced its Starbucks (SBUX) stake by 33% in Q3 2026, selling an estimated $10.3K and leaving 200 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #172.

Atlantic Private Wealth first reported a position in SBUX in Q3 2024 and has held it in 9 quarters since. The position peaked at $30.7K in Q2 2026. 1,491 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Atlantic Private Wealth held 200 shares of Starbucks worth $18.8K as of Q3 2026.
  • Atlantic Private Wealth sold 100 Starbucks shares in Q3 2026, an estimated $10.3K.
  • Starbucks made up 0.01% of Atlantic Private Wealth's portfolio in Q3 2026, its #172 holding.
  • Atlantic Private Wealth first reported a position in Starbucks in Q3 2024 and has held it in 9 quarters since.
  • Atlantic Private Wealth's Starbucks position peaked at $30.7K in Q2 2026.
  • 1,491 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Atlantic Private Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.