Consilium Wealth Advisory
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Consilium Wealth Advisory’s Starbucks SBUX Stock Holding History

Consilium Wealth Advisory’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 		$245K Buy
2,605
+362
+16% +$37.4K 0.07% 94
2026
Q2 		$229K Sell
2,243
-66
-3% -$6.65K 0.07% 100
2026
Q1 		$207K Buy
+2,309
New +$218K 0.07% 100
2024
Q4 		– Sell
-10,361
Closed -$1.01M – 94
2024
Q3 		$1.01M Sell
10,361
-69
-0.7% -$5.92K 0.55% 37
2024
Q2 		$812K Buy
+10,430
New +$849K 0.44% 42
2022
Q1 		– Sell
-5,163
Closed -$604K – 91
2021
Q4 		$604K Buy
+5,163
New +$582K 0.39% 55

Other funds holding SBUX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Consilium Wealth Advisory's SBUX Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Starbucks (SBUX) stake by 16% in Q3 2026, buying an estimated $37.4K and bringing the position to 2,605 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #94.

Consilium Wealth Advisory first reported a position in SBUX in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.01M in Q3 2024. 1,599 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Consilium Wealth Advisory held 2,605 shares of Starbucks worth $245K as of Q3 2026.
  • Consilium Wealth Advisory bought 362 Starbucks shares in Q3 2026, an estimated $37.4K.
  • Starbucks made up 0.07% of Consilium Wealth Advisory's portfolio in Q3 2026, its #94 holding.
  • Consilium Wealth Advisory first reported a position in Starbucks in Q4 2021 and has held it in 6 quarters since.
  • Consilium Wealth Advisory's Starbucks position peaked at $1.01M in Q3 2024.
  • 1,599 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.