Baron Wealth Management
SBUX icon

Baron Wealth Management’s Starbucks SBUX Stock Holding History

Baron 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 		$328K Buy
3,487
+21
+0.6% +$2.17K 0.08% 184
2026
Q2 		$354K Sell
3,466
-39
-1% -$3.93K 0.09% 171
2026
Q1 		$314K Buy
3,505
+76
+2% +$7.19K 0.09% 173
2025
Q4 		$289K Buy
3,429
+91
+3% +$7.68K 0.09% 179
2025
Q3 		$282K Buy
3,338
+310
+10% +$27.7K 0.09% 169
2025
Q2 		$277K Sell
3,028
-372
-11% -$32.2K 0.1% 153
2025
Q1 		$334K Sell
3,400
-801
-19% -$82.8K 0.15% 114
2024
Q4 		$383K Buy
4,201
+13
+0.3% +$1.26K 0.18% 92
2024
Q3 		$408K Sell
4,188
-1
-0% -$86 0.2% 80
2024
Q2 		$326K Sell
4,189
-74
-2% -$6.03K 0.17% 96
2024
Q1 		$390K Sell
4,263
-30
-0.7% -$2.79K 0.21% 84
2023
Q4 		$412K Buy
4,293
+49
+1% +$4.77K 0.23% 68
2023
Q3 		$387K Buy
4,244
+90
+2% +$8.83K 0.25% 61
2023
Q2 		$412K Buy
4,154
+28
+0.7% +$2.91K 0.26% 60
2023
Q1 		$430K Sell
4,126
-1
-0% -$104 0.3% 55
2022
Q4 		$409K Buy
+4,127
New +$389K 0.31% 56

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

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

Baron Wealth Management increased its Starbucks (SBUX) stake by 0.61% in Q3 2026, buying an estimated $2.17K and bringing the position to 3,487 shares worth $328K. The position accounts for 0.08% of the portfolio, ranked #184.

Baron Wealth Management first reported a position in SBUX in Q4 2022 and has held it in 16 quarters since. The position peaked at $430K in Q1 2023. 1,491 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Baron Wealth Management held 3,487 shares of Starbucks worth $328K as of Q3 2026.
  • Baron Wealth Management bought 21 Starbucks shares in Q3 2026, an estimated $2.17K.
  • Starbucks made up 0.08% of Baron Wealth Management's portfolio in Q3 2026, its #184 holding.
  • Baron Wealth Management first reported a position in Starbucks in Q4 2022 and has held it in 16 quarters since.
  • Baron Wealth Management's Starbucks position peaked at $430K in Q1 2023.
  • 1,491 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.