Birch Financial Group
SBUX icon

Birch Financial Group’s Starbucks SBUX Stock Holding History

Birch Financial Group’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 		$197K Sell
2,100
-21
-1% -$2.17K 0.09% 131
2026
Q2 		$217K Sell
2,121
-1,481
-41% -$149K 0.11% 129
2026
Q1 		$323K Sell
3,602
-935
-21% -$88.4K 0.19% 95
2025
Q4 		$382K Buy
4,537
+324
+8% +$27.3K 0.22% 85
2025
Q3 		$356K Buy
4,213
+1,492
+55% +$134K 0.21% 84
2025
Q2 		$249K Buy
+2,721
New +$236K 0.2% 93

Other funds holding SBUX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Birch Financial Group's SBUX Position: Q3 2026 in Review

Birch Financial Group reduced its Starbucks (SBUX) stake by 0.99% in Q3 2026, selling an estimated $2.17K and leaving 2,100 shares worth $197K. The position accounts for 0.09% of the portfolio, ranked #131.

Birch Financial Group first reported a position in SBUX in Q2 2025 and has held it in 6 quarters since. The position peaked at $382K in Q4 2025. 1,824 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Birch Financial Group held 2,100 shares of Starbucks worth $197K as of Q3 2026.
  • Birch Financial Group sold 21 Starbucks shares in Q3 2026, an estimated $2.17K.
  • Starbucks made up 0.09% of Birch Financial Group's portfolio in Q3 2026, its #131 holding.
  • Birch Financial Group first reported a position in Starbucks in Q2 2025 and has held it in 6 quarters since.
  • Birch Financial Group's Starbucks position peaked at $382K in Q4 2025.
  • 1,824 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.