Aviso Wealth Management’s Starbucks SBUX Stock Holding History

Aviso Wealth Management’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	$443K	Sell	4,715 -511	-10%	-$52.7K	0.17%	98
2026 Q2	$534K	Sell	5,226 -343	-6%	-$34.5K	0.18%	91
2026 Q1	$499K	Sell	5,569 -284	-5%	-$26.9K	0.22%	91
2025 Q4	$493K	Sell	5,853 -897	-13%	-$75.7K	0.21%	94
2025 Q3	$571K	Sell	6,750 -1,489	-18%	-$133K	0.25%	84
2025 Q2	$755K	Sell	8,239 -420	-5%	-$36.4K	0.35%	70
2025 Q1	$849K	Sell	8,659 -1,623	-16%	-$168K	0.45%	60
2024 Q4	$938K	Sell	10,282 -2,227	-18%	-$215K	0.48%	56
2024 Q3	$1.22M	Sell	12,509 -7,987	-39%	-$685K	0.66%	39
2024 Q2	$1.6M	Sell	20,496 -6,398	-24%	-$521K	0.95%	23
2024 Q1	$2.46M	Buy	26,894 +9,181	+52%	+$854K	1.55%	10
2023 Q4	$1.7M	Buy	+17,713	New	+$1.72M	1.23%	18

Other funds holding SBUX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Aviso Wealth Management's SBUX Position: Q3 2026 in Review

Aviso Wealth Management reduced its Starbucks (SBUX) stake by 9.8% in Q3 2026, selling an estimated $52.7K and leaving 4,715 shares worth $443K. The position accounts for 0.17% of the portfolio, ranked #98.

Aviso Wealth Management first reported a position in SBUX in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.46M in Q1 2024. 1,395 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

Aviso Wealth Management held 4,715 shares of Starbucks worth $443K as of Q3 2026.
Aviso Wealth Management sold 511 Starbucks shares in Q3 2026, an estimated $52.7K.
Starbucks made up 0.17% of Aviso Wealth Management's portfolio in Q3 2026, its #98 holding.
Aviso Wealth Management first reported a position in Starbucks in Q4 2023 and has held it in 12 quarters since.
Aviso Wealth Management's Starbucks position peaked at $2.46M in Q1 2024.
1,395 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.