Atwood & Palmer’s Starbucks SBUX Stock Holding History

Atwood & Palmer’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	$48.1K	Buy	512 +305	+147%	+$31.5K	﹤0.01%	267
2026 Q2	$21.2K	Hold	207	–	–	﹤0.01%	323
2026 Q1	$18.5K	Hold	207	–	–	﹤0.01%	330
2025 Q4	$17.4K	Hold	207	–	–	﹤0.01%	333
2025 Q3	$17.5K	Hold	207	–	–	﹤0.01%	340
2025 Q2	$19K	Hold	207	–	–	﹤0.01%	327
2025 Q1	$20.3K	Hold	207	–	–	﹤0.01%	289
2024 Q4	$18.9K	Hold	207	–	–	﹤0.01%	294
2024 Q3	$20.2K	Hold	207	–	–	﹤0.01%	289
2024 Q2	$16.1K	Hold	207	–	–	﹤0.01%	316
2024 Q1	$18.9K	Hold	207	–	–	﹤0.01%	280
2023 Q4	$19.9K	Sell	207 -87	-30%	-$8.47K	﹤0.01%	277
2023 Q3	$26.8K	Hold	294	–	–	﹤0.01%	250
2023 Q2	$29.1K	Buy	294 +87	+42%	+$9.03K	﹤0.01%	249
2023 Q1	$21.6K	Buy	207 +7	+4%	+$729	﹤0.01%	259
2022 Q4	$19.8K	Hold	200	–	–	﹤0.01%	284
2022 Q3	$17K	Sell	200 -550	-73%	-$46.7K	﹤0.01%	277
2022 Q2	$57K	Sell	750 -661	-47%	-$50.8K	0.01%	200
2022 Q1	$128K	Sell	1,411 -100	-7%	-$9.44K	0.01%	158
2021 Q4	$177K	Buy	1,511 +45	+3%	+$5.07K	0.01%	153
2021 Q3	$162K	Hold	1,466	–	–	0.01%	154
2021 Q2	$164K	Buy	1,466 +550	+60%	+$62.2K	0.01%	158
2021 Q1	$100K	Buy	916 +216	+31%	+$22.7K	0.01%	180
2020 Q4	$75K	Buy	700 +500	+250%	+$47.7K	0.01%	185
2020 Q3	$17K	Hold	200	–	–	﹤0.01%	240
2020 Q2	$15K	Hold	200	–	–	﹤0.01%	243
2020 Q1	$13K	Hold	200	–	–	﹤0.01%	245
2019 Q4	$18K	Hold	200	–	–	﹤0.01%	227
2019 Q3	$18K	Hold	200	–	–	﹤0.01%	234
2019 Q2	$17K	Hold	200	–	–	﹤0.01%	231
2019 Q1	$15K	Hold	200	–	–	﹤0.01%	237
2018 Q4	$13K	Hold	200	–	–	﹤0.01%	238
2018 Q3	$11K	Hold	200	–	–	﹤0.01%	255
2018 Q2	$10K	Hold	200	–	–	﹤0.01%	259
2018 Q1	$12K	Sell	200 -1,250	-86%	-$72.3K	﹤0.01%	247
2017 Q4	$83K	Hold	1,450	–	–	0.01%	166
2017 Q3	$78K	Sell	1,450 -78	-5%	-$4.32K	0.01%	162
2017 Q2	$89K	Sell	1,528 -332	-18%	-$20.1K	0.01%	159
2017 Q1	$109K	Sell	1,860 -150	-7%	-$8.49K	0.02%	143
2016 Q4	$112K	Hold	2,010	–	–	0.02%	133
2016 Q3	$109K	Hold	2,010	–	–	0.02%	142
2016 Q2	$115K	Hold	2,010	–	–	0.02%	139
2016 Q1	$120K	Hold	2,010	–	–	0.02%	135
2015 Q4	$121K	Hold	2,010	–	–	0.02%	149
2015 Q3	$114K	Hold	2,010	–	–	0.02%	146
2015 Q2	$108K	Buy	2,010 +610	+44%	+$30.9K	0.02%	154
2015 Q1	$66K	Sell	1,400 -570	-29%	-$25.6K	0.01%	176
2014 Q4	$81K	Hold	1,970	–	–	0.02%	176
2014 Q3	$74K	Buy	1,970 +1,570	+393%	+$60.7K	0.01%	180
2014 Q2	$15K	Buy	+400	New	+$14.5K	﹤0.01%	249

Other funds holding SBUX

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Atwood & Palmer's SBUX Position: Q3 2026 in Review

Atwood & Palmer increased its Starbucks (SBUX) stake by 147% in Q3 2026, buying an estimated $31.5K and bringing the position to 512 shares worth $48.1K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Atwood & Palmer first reported a position in SBUX in Q2 2014 and has held it in 50 quarters since. The position peaked at $177K in Q4 2021. 114 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

Atwood & Palmer held 512 shares of Starbucks worth $48.1K as of Q3 2026.
Atwood & Palmer bought 305 Starbucks shares in Q3 2026, an estimated $31.5K.
Starbucks made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #267 holding.
Atwood & Palmer first reported a position in Starbucks in Q2 2014 and has held it in 50 quarters since.
Atwood & Palmer's Starbucks position peaked at $177K in Q4 2021.
114 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.