Atwater Malick
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Atwater Malick’s Starbucks SBUX Stock Holding History

Atwater Malick’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 		$261K Buy
2,781
+44
+2% +$4.54K 0.06% 109
2026
Q2 		$280K Buy
2,737
+202
+8% +$20.3K 0.06% 102
2026
Q1 		$227K Sell
2,535
-184
-7% -$17.4K 0.06% 88
2025
Q4 		$229K Sell
2,719
-202
-7% -$17K 0.06% 79
2025
Q3 		$247K Buy
2,921
+135
+5% +$12.1K 0.07% 77
2025
Q2 		$255K Hold
2,786
– – 0.08% 73
2025
Q1 		$273K Hold
2,786
– – 0.09% 69
2024
Q4 		$254K Hold
2,786
– – 0.09% 66
2024
Q3 		$272K Hold
2,786
– – 0.09% 67
2024
Q2 		$217K Hold
2,786
– – 0.07% 72
2024
Q1 		$255K Buy
2,786
+184
+7% +$17.1K 0.09% 71
2023
Q4 		$250K Hold
2,602
– – 0.1% 64
2023
Q3 		$237K Hold
2,602
– – 0.1% 60
2023
Q2 		$258K Hold
2,602
– – 0.11% 61
2023
Q1 		$271K Hold
2,602
– – 0.13% 53
2022
Q4 		$258K Hold
2,602
– – 0.13% 52
2022
Q3 		$219K Buy
+2,602
New +$221K 0.12% 50
2022
Q2 		– Sell
-2,602
Closed -$237K – 58
2022
Q1 		$237K Hold
2,602
– – 0.11% 48
2021
Q4 		$304K Hold
2,602
– – 0.14% 43
2021
Q3 		$287K Buy
+2,602
New +$305K 0.15% 42
2019
Q4 		– Sell
-202
Closed -$18K – 168
2019
Q3 		$18K Buy
+202
New +$18.7K 0.02% 113

Other funds holding SBUX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Atwater Malick's SBUX Position: Q3 2026 in Review

Atwater Malick increased its Starbucks (SBUX) stake by 1.6% in Q3 2026, buying an estimated $4.54K and bringing the position to 2,781 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #109.

Atwater Malick first reported a position in SBUX in Q3 2019 and has held it in 21 quarters since. The position peaked at $304K in Q4 2021. 2,063 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Atwater Malick held 2,781 shares of Starbucks worth $261K as of Q3 2026.
  • Atwater Malick bought 44 Starbucks shares in Q3 2026, an estimated $4.54K.
  • Starbucks made up 0.06% of Atwater Malick's portfolio in Q3 2026, its #109 holding.
  • Atwater Malick first reported a position in Starbucks in Q3 2019 and has held it in 21 quarters since.
  • Atwater Malick's Starbucks position peaked at $304K in Q4 2021.
  • 2,063 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.