Avidian Wealth Enterprises
SBUX icon

Avidian Wealth Enterprises’s Starbucks SBUX Stock Holding History

Avidian Wealth Enterprises’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 		$1.61M Sell
17,115
-1,926
-10% -$199K 0.04% 249
2026
Q2 		$1.95M Buy
19,041
+1,118
+6% +$113K 0.05% 215
2026
Q1 		$1.61M Buy
17,923
+6,287
+54% +$595K 0.05% 227
2025
Q4 		$980K Sell
11,636
-209
-2% -$17.6K 0.04% 230
2025
Q3 		$1M Buy
11,845
+753
+7% +$67.4K 0.04% 222
2025
Q2 		$1.02M Sell
11,092
-162
-1% -$14K 0.04% 200
2025
Q1 		$1.1M Sell
11,254
-5
-0% -$517 0.05% 184
2024
Q4 		$1.03M Buy
11,259
+122
+1% +$11.8K 0.05% 183
2024
Q3 		$1.09M Sell
11,137
-1,415
-11% -$121K 0.05% 176
2024
Q2 		$977K Sell
12,552
-686
-5% -$55.9K 0.04% 187
2024
Q1 		$1.21M Buy
13,238
+1,443
+12% +$134K 0.06% 142
2023
Q4 		$1.13M Sell
11,795
-11
-0.1% -$1.07K 0.07% 157
2023
Q3 		$1.08M Sell
11,806
-5,488
-32% -$539K 0.08% 153
2023
Q2 		$1.71M Sell
17,294
-5,583
-24% -$579K 0.11% 122
2023
Q1 		$2.38M Sell
22,877
-1,411
-6% -$147K 0.13% 129
2022
Q4 		$2.41M Buy
24,288
+4,266
+21% +$403K 0.16% 109
2022
Q3 		$1.69M Buy
20,022
+16
+0.1% +$1.36K 0.12% 113
2022
Q2 		$1.53M Buy
20,006
+1,479
+8% +$114K 0.11% 126
2022
Q1 		$1.68M Buy
18,527
+2,663
+17% +$251K 0.1% 133
2021
Q4 		$1.86M Buy
15,864
+1,903
+14% +$215K 0.12% 121
2021
Q3 		$1.54M Buy
13,961
+796
+6% +$93.2K 0.12% 100
2021
Q2 		$1.47M Buy
13,165
+482
+4% +$54.5K 0.11% 106
2021
Q1 		$1.39M Buy
12,683
+544
+4% +$57.1K 0.12% 101
2020
Q4 		$1.3M Buy
12,139
+1,842
+18% +$176K 0.12% 97
2020
Q3 		$885K Buy
10,297
+2,516
+32% +$201K 0.1% 106
2020
Q2 		$573K Buy
7,781
+1,781
+30% +$134K 0.08% 127
2020
Q1 		$394K Buy
6,000
+398
+7% +$32.2K 0.06% 125
2019
Q4 		$493K Buy
5,602
+1,611
+40% +$137K 0.07% 116
2019
Q3 		$353K Buy
+3,991
New +$370K 0.06% 132

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

Avidian Wealth Enterprises's SBUX Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Starbucks (SBUX) stake by 10% in Q3 2026, selling an estimated $199K and leaving 17,115 shares worth $1.61M. The position accounts for 0.04% of the portfolio, ranked #249.

Avidian Wealth Enterprises first reported a position in SBUX in Q3 2019 and has held it in 29 quarters since. The position peaked at $2.41M in Q4 2022. 1,491 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Avidian Wealth Enterprises held 17,115 shares of Starbucks worth $1.61M as of Q3 2026.
  • Avidian Wealth Enterprises sold 1,926 Starbucks shares in Q3 2026, an estimated $199K.
  • Starbucks made up 0.04% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #249 holding.
  • Avidian Wealth Enterprises first reported a position in Starbucks in Q3 2019 and has held it in 29 quarters since.
  • Avidian Wealth Enterprises's Starbucks position peaked at $2.41M in Q4 2022.
  • 1,491 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.