Baker Tilly Wealth Management
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Baker Tilly Wealth Management’s Starbucks SBUX Stock Holding History

Baker Tilly 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 		$1.02M Sell
10,900
-372
-3% -$38.4K 0.2% 89
2026
Q2 		$1.15M Sell
11,272
-755
-6% -$76K 0.24% 77
2026
Q1 		$1.08M Sell
12,027
-365
-3% -$34.5K 0.26% 73
2025
Q4 		$1.04M Sell
12,392
-168
-1% -$14.2K 0.26% 77
2025
Q3 		$1.06M Sell
12,560
-140
-1% -$12.5K 0.24% 76
2025
Q2 		$1.16M Buy
12,700
+451
+4% +$39.1K 0.42% 48
2025
Q1 		$1.2M Buy
12,249
+2,111
+21% +$218K 0.47% 45
2024
Q4 		$925K Sell
10,138
-585
-5% -$56.6K 0.36% 57
2024
Q3 		$1.05M Sell
10,723
-2,416
-18% -$207K 0.46% 50
2024
Q2 		$1.02M Sell
13,139
-11,286
-46% -$919K 0.42% 48
2024
Q1 		$2.23M Sell
24,425
-2,646
-10% -$246K 0.4% 60
2023
Q4 		$2.6M Sell
27,071
-1,849
-6% -$180K 0.43% 48
2023
Q3 		$2.64M Sell
28,920
-17,235
-37% -$1.69M 0.43% 48
2023
Q2 		$4.57M Sell
46,155
-482
-1% -$50K 0.48% 44
2023
Q1 		$4.86M Sell
46,637
-3,014
-6% -$314K 0.55% 39
2022
Q4 		$4.93M Buy
49,651
+6,560
+15% +$619K 0.61% 37
2022
Q3 		$3.63M Sell
43,091
-1,072
-2% -$91.1K 0.49% 44
2022
Q2 		$3.37M Buy
44,163
+2,807
+7% +$216K 0.44% 56
2022
Q1 		$3.76M Sell
41,356
-12,134
-23% -$1.15M 0.42% 54
2021
Q4 		$6.26M Buy
53,490
+6,162
+13% +$695K 0.67% 27
2021
Q3 		$5.22M Buy
47,328
+7,254
+18% +$849K 0.69% 19
2021
Q2 		$4.48M Buy
40,074
+3,359
+9% +$380K 0.72% 19
2021
Q1 		$4.01M Buy
36,715
+12,475
+51% +$1.31M 0.82% 17
2020
Q4 		$2.59M Buy
+24,240
New +$2.31M 0.8% 24

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

Baker Tilly Wealth Management's SBUX Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Starbucks (SBUX) stake by 3.3% in Q3 2026, selling an estimated $38.4K and leaving 10,900 shares worth $1.02M. The position accounts for 0.2% of the portfolio, ranked #89.

Baker Tilly Wealth Management first reported a position in SBUX in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.26M in Q4 2021. 1,395 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Baker Tilly Wealth Management held 10,900 shares of Starbucks worth $1.02M as of Q3 2026.
  • Baker Tilly Wealth Management sold 372 Starbucks shares in Q3 2026, an estimated $38.4K.
  • Starbucks made up 0.2% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #89 holding.
  • Baker Tilly Wealth Management first reported a position in Starbucks in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Starbucks position peaked at $6.26M in Q4 2021.
  • 1,395 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.