Cedar Mountain Advisors
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Cedar Mountain Advisors’s Starbucks SBUX Stock Holding History

Cedar Mountain Advisors’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 		$309K Buy
3,285
+14
+0.4% +$1.44K 0.05% 61
2026
Q2 		$334K Buy
3,271
+15
+0.5% +$1.51K 0.06% 59
2026
Q1 		$292K Buy
3,256
+16
+0.5% +$1.51K 0.06% 53
2025
Q4 		$273K Buy
3,240
+17
+0.5% +$1.43K 0.05% 56
2025
Q3 		$273K Buy
3,223
+23
+0.7% +$2.06K 0.05% 56
2025
Q2 		$293K Buy
3,200
+18
+0.6% +$1.56K 0.06% 51
2025
Q1 		$312K Buy
3,182
+110
+4% +$11.4K 0.07% 47
2024
Q4 		$280K Sell
3,072
-148
-5% -$14.3K 0.06% 49
2024
Q3 		$314K Buy
3,220
+294
+10% +$25.2K 0.07% 47
2024
Q2 		$228K Buy
2,926
+16
+0.5% +$1.3K 0.06% 46
2024
Q1 		$266K Buy
2,910
+13
+0.4% +$1.21K 0.07% 42
2023
Q4 		$278K Buy
2,897
+12
+0.4% +$1.17K 0.08% 37
2023
Q3 		$263K Buy
2,885
+160
+6% +$15.7K 0.08% 36
2023
Q2 		$270K Buy
2,725
+12
+0.4% +$1.25K 0.08% 35
2023
Q1 		$283K Buy
2,713
+61
+2% +$6.35K 0.09% 35
2022
Q4 		$263K Buy
2,652
+11
+0.4% +$1.04K 0.08% 34
2022
Q3 		$223K Buy
2,641
+12
+0.5% +$1.02K 0.07% 35
2022
Q2 		$201K Sell
2,629
-67
-2% -$5.15K 0.07% 41
2022
Q1 		$245K Buy
2,696
+11
+0.4% +$1.04K 0.07% 38
2021
Q4 		$314K Buy
2,685
+10
+0.4% +$1.13K 0.1% 31
2021
Q3 		$295K Buy
2,675
+88
+3% +$10.3K 0.1% 32
2021
Q2 		$289K Buy
2,587
+7
+0.3% +$791 0.1% 31
2021
Q1 		$282K Buy
2,580
+3
+0.1% +$315 0.1% 33
2020
Q4 		$276K Buy
2,577
+19
+0.7% +$1.81K 0.1% 32
2020
Q3 		$220K Hold
2,558
– – 0.09% 34
2020
Q2 		$188K Buy
2,558
+77
+3% +$5.79K 0.08% 35
2020
Q1 		$163K Buy
2,481
+390
+19% +$31.5K 0.08% 34
2019
Q4 		$184K Buy
+2,091
New +$178K 0.07% 34

Other funds holding SBUX

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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Cedar Mountain Advisors's SBUX Position: Q3 2026 in Review

Cedar Mountain Advisors increased its Starbucks (SBUX) stake by 0.43% in Q3 2026, buying an estimated $1.44K and bringing the position to 3,285 shares worth $309K. The position accounts for 0.05% of the portfolio, ranked #61.

Cedar Mountain Advisors first reported a position in SBUX in Q4 2019 and has held it in 28 quarters since. The position peaked at $334K in Q2 2026. 503 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Cedar Mountain Advisors held 3,285 shares of Starbucks worth $309K as of Q3 2026.
  • Cedar Mountain Advisors bought 14 Starbucks shares in Q3 2026, an estimated $1.44K.
  • Starbucks made up 0.05% of Cedar Mountain Advisors's portfolio in Q3 2026, its #61 holding.
  • Cedar Mountain Advisors first reported a position in Starbucks in Q4 2019 and has held it in 28 quarters since.
  • Cedar Mountain Advisors's Starbucks position peaked at $334K in Q2 2026.
  • 503 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.