Beacon Financial Advisory
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Beacon Financial Advisory’s Starbucks SBUX Stock Holding History

Beacon Financial Advisory’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 		– Sell
-2,039
Closed -$208K – 440
2026
Q2 		$208K Buy
+2,039
New +$205K 0.04% 404
2021
Q1 		– Sell
-6,033
Closed -$645K – 234
2020
Q4 		$645K Buy
6,033
+602
+11% +$57.5K 0.42% 74
2020
Q3 		$466K Buy
+5,431
New +$433K 0.41% 79
2020
Q1 		– Sell
-2,303
Closed -$202K – 162
2019
Q4 		$202K Buy
+2,303
New +$196K 0.17% 154

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

Beacon Financial Advisory's SBUX Position: Q3 2026 in Review

Beacon Financial Advisory sold out of Starbucks (SBUX) in Q3 2026, closing a stake of 2,039 shares — an estimated $208K sold.

Beacon Financial Advisory first reported a position in SBUX in Q4 2019 and held it in 4 quarters. The position peaked at $645K in Q4 2020. 1,395 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Beacon Financial Advisory reported no remaining Starbucks position as of Q3 2026 after selling out during the quarter.
  • Beacon Financial Advisory sold 2,039 Starbucks shares in Q3 2026, an estimated $208K.
  • Beacon Financial Advisory first reported a position in Starbucks in Q4 2019 and held it in 4 quarters.
  • Beacon Financial Advisory's Starbucks position peaked at $645K in Q4 2020.
  • 1,395 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.