Clark & Stuart Inc
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Clark & Stuart Inc’s Starbucks SBUX Stock Holding History

Clark & Stuart Inc’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 		$462K Sell
4,914
-300
-6% -$31K 0.28% 40
2026
Q2 		$533K Buy
5,214
+64
+1% +$6.44K 0.33% 39
2026
Q1 		$461K Hold
5,150
– – 0.31% 39
2025
Q4 		$434K Sell
5,150
-408
-7% -$34.4K 0.3% 40
2025
Q3 		$470K Hold
5,558
– – 0.34% 39
2025
Q2 		$509K Hold
5,558
– – 0.38% 34
2025
Q1 		$545K Hold
5,558
– – 0.4% 33
2024
Q4 		$507K Buy
+5,558
New +$538K 0.37% 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
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Clark & Stuart Inc's SBUX Position: Q3 2026 in Review

Clark & Stuart Inc reduced its Starbucks (SBUX) stake by 5.8% in Q3 2026, selling an estimated $31K and leaving 4,914 shares worth $462K. The position accounts for 0.28% of the portfolio, ranked #40.

Clark & Stuart Inc first reported a position in SBUX in Q4 2024 and has held it in 8 quarters since. The position peaked at $545K in Q1 2025. 564 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Clark & Stuart Inc held 4,914 shares of Starbucks worth $462K as of Q3 2026.
  • Clark & Stuart Inc sold 300 Starbucks shares in Q3 2026, an estimated $31K.
  • Starbucks made up 0.28% of Clark & Stuart Inc's portfolio in Q3 2026, its #40 holding.
  • Clark & Stuart Inc first reported a position in Starbucks in Q4 2024 and has held it in 8 quarters since.
  • Clark & Stuart Inc's Starbucks position peaked at $545K in Q1 2025.
  • 564 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Clark & Stuart Inc's 13F filing for Q3 2026, filed 14 Oct 2026.