Commonwealth Financial Services
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Commonwealth Financial Services’s Starbucks SBUX Stock Holding History

Commonwealth Financial Services’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 		$285K Sell
3,032
-442
-13% -$45.6K 0.05% 188
2026
Q2 		$355K Buy
3,474
+349
+11% +$35.1K 0.05% 190
2026
Q1 		$280K Buy
3,125
+258
+9% +$24.4K 0.04% 188
2025
Q4 		$241K Sell
2,867
-356
-11% -$30K 0.04% 196
2025
Q3 		$273K Buy
3,223
+825
+34% +$73.8K 0.05% 177
2025
Q2 		$220K Sell
2,398
-391
-14% -$33.9K 0.04% 191
2025
Q1 		$274K Sell
2,789
-121
-4% -$12.5K 0.06% 155
2024
Q4 		$266K Buy
2,910
+531
+22% +$51.4K 0.05% 158
2024
Q3 		$232K Buy
+2,379
New +$204K 0.05% 176
2024
Q2 		– Sell
-3,092
Closed -$297K – 205
2024
Q1 		$297K Hold
3,092
– – 0.07% 136
2023
Q4 		$297K Sell
3,092
-148
-5% -$14.4K 0.07% 136
2023
Q3 		$296K Buy
+3,240
New +$318K 0.09% 134
2017
Q1 		$3K Hold
56
– – ﹤0.01% 249
2016
Q4 		$3K Buy
+56
New +$3.1K ﹤0.01% 229

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
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Commonwealth Financial Services's SBUX Position: Q3 2026 in Review

Commonwealth Financial Services reduced its Starbucks (SBUX) stake by 13% in Q3 2026, selling an estimated $45.6K and leaving 3,032 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #188.

Commonwealth Financial Services first reported a position in SBUX in Q4 2016 and has held it in 14 quarters since. The position peaked at $355K in Q2 2026. 769 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Commonwealth Financial Services held 3,032 shares of Starbucks worth $285K as of Q3 2026.
  • Commonwealth Financial Services sold 442 Starbucks shares in Q3 2026, an estimated $45.6K.
  • Starbucks made up 0.05% of Commonwealth Financial Services's portfolio in Q3 2026, its #188 holding.
  • Commonwealth Financial Services first reported a position in Starbucks in Q4 2016 and has held it in 14 quarters since.
  • Commonwealth Financial Services's Starbucks position peaked at $355K in Q2 2026.
  • 769 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.