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Capital Advisors Wealth Management’s Starbucks SBUX Stock Holding History

Capital Advisors 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 		$744K Sell
7,922
-14
-0.2% -$1.45K 0.08% 122
2026
Q2 		$811K Sell
7,936
-47
-0.6% -$4.73K 0.1% 118
2026
Q1 		$715K Sell
7,983
-31
-0.4% -$2.93K 0.1% 116
2025
Q4 		$675K Sell
8,014
-499
-6% -$42.1K 0.09% 111
2025
Q3 		$720K Buy
8,513
+130
+2% +$11.6K 0.1% 102
2025
Q2 		$768K Buy
8,383
+1,571
+23% +$136K 0.12% 89
2025
Q1 		$668K Buy
6,812
+3,229
+90% +$334K 0.12% 87
2024
Q4 		$327K Buy
3,583
+768
+27% +$74.3K 0.06% 129
2024
Q3 		$274K Buy
2,815
+91
+3% +$7.81K 0.05% 135
2024
Q2 		$212K Sell
2,724
-45
-2% -$3.67K 0.04% 149
2024
Q1 		$253K Sell
2,769
-87
-3% -$8.09K 0.05% 126
2023
Q4 		$274K Buy
2,856
+643
+29% +$62.6K 0.06% 115
2023
Q3 		$202K Sell
2,213
-381
-15% -$37.4K 0.05% 127
2023
Q2 		$257K Buy
2,594
+470
+22% +$48.8K 0.07% 107
2023
Q1 		$221K Buy
2,124
+32
+2% +$3.33K 0.06% 120
2022
Q4 		$207K Buy
+2,092
New +$197K 0.06% 119
2022
Q3 		– Sell
-3,102
Closed -$237K – 122
2022
Q2 		$237K Sell
3,102
-144
-4% -$11.1K 0.08% 100
2022
Q1 		$295K Buy
3,246
+13
+0.4% +$1.23K 0.09% 93
2021
Q4 		$378K Buy
3,233
+491
+18% +$55.4K 0.11% 82
2021
Q3 		$302K Buy
2,742
+140
+5% +$16.4K 0.11% 82
2021
Q2 		$291K Buy
2,602
+84
+3% +$9.5K 0.11% 75
2021
Q1 		$275K Buy
+2,518
New +$264K 0.12% 76

Other funds holding SBUX

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Capital Advisors Wealth Management's SBUX Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its Starbucks (SBUX) stake by 0.18% in Q3 2026, selling an estimated $1.45K and leaving 7,922 shares worth $744K. The position accounts for 0.08% of the portfolio, ranked #122.

Capital Advisors Wealth Management first reported a position in SBUX in Q1 2021 and has held it in 22 quarters since. The position peaked at $811K in Q2 2026. 114 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Capital Advisors Wealth Management held 7,922 shares of Starbucks worth $744K as of Q3 2026.
  • Capital Advisors Wealth Management sold 14 Starbucks shares in Q3 2026, an estimated $1.45K.
  • Starbucks made up 0.08% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #122 holding.
  • Capital Advisors Wealth Management first reported a position in Starbucks in Q1 2021 and has held it in 22 quarters since.
  • Capital Advisors Wealth Management's Starbucks position peaked at $811K in Q2 2026.
  • 114 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.