Castleview Partners
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Castleview Partners’s Starbucks SBUX Stock Holding History

Castleview Partners’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
-3,467
Closed -$354K – 233
2026
Q2 		$354K Buy
3,467
+311
+10% +$31.3K 0.16% 145
2026
Q1 		$283K Sell
3,156
-625
-17% -$59.1K 0.14% 154
2025
Q4 		$318K Sell
3,781
-469
-11% -$39.6K 0.16% 134
2025
Q3 		$360K Buy
4,250
+332
+8% +$29.7K 0.2% 104
2025
Q2 		$359K Buy
3,918
+1,866
+91% +$162K 0.23% 107
2025
Q1 		$201K Buy
2,052
+1,901
+1,259% +$197K 0.14% 169
2024
Q4 		$13.9K Sell
151
-20
-12% -$1.94K 0.01% 531
2024
Q3 		$16.7K Sell
171
-6
-3% -$515 0.01% 471
2024
Q2 		$13.8K Buy
177
+92
+108% +$7.49K 0.01% 477
2024
Q1 		$7.77K Sell
85
-65
-43% -$6.05K ﹤0.01% 559
2023
Q4 		$14.4K Buy
150
+6
+4% +$584 0.01% 472
2023
Q3 		$13.1K Sell
144
-1,083
-88% -$106K 0.01% 398
2023
Q2 		$122K Sell
1,227
-40
-3% -$4.15K 0.11% 163
2023
Q1 		$132K Sell
1,267
-166
-12% -$17.3K 0.12% 153
2022
Q4 		$142K Sell
1,433
-637
-31% -$60.1K 0.14% 139
2022
Q3 		$174K Buy
2,070
+1,301
+169% +$111K 0.17% 132
2022
Q2 		$16.1K Sell
769
-1,248
-62% -$95.8K 0.01% 410
2022
Q1 		$183K Buy
+2,017
New +$190K 0.11% 181
2021
Q2 		$796K Buy
+7,120
New +$805K 0.35% 56

Other funds holding SBUX

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Castleview Partners's SBUX Position: Q3 2026 in Review

Castleview Partners sold out of Starbucks (SBUX) in Q3 2026, closing a stake of 3,467 shares — an estimated $354K sold.

Castleview Partners first reported a position in SBUX in Q2 2021 and held it in 19 quarters. The position peaked at $796K in Q2 2021. 627 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Castleview Partners reported no remaining Starbucks position as of Q3 2026 after selling out during the quarter.
  • Castleview Partners sold 3,467 Starbucks shares in Q3 2026, an estimated $354K.
  • Castleview Partners first reported a position in Starbucks in Q2 2021 and held it in 19 quarters.
  • Castleview Partners's Starbucks position peaked at $796K in Q2 2021.
  • 627 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.