Cooper Financial Group
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Cooper Financial Group’s Starbucks SBUX Stock Holding History

Cooper Financial Group’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 		$749K Buy
7,968
+3,301
+71% +$341K 0.06% 203
2026
Q2 		$477K Buy
4,667
+1,304
+39% +$131K 0.04% 268
2026
Q1 		$301K Buy
3,363
+580
+21% +$54.9K 0.03% 330
2025
Q4 		$234K Buy
+2,783
New +$235K 0.02% 341
2025
Q2 		– Sell
-2,126
Closed -$209K – 400
2025
Q1 		$209K Buy
+2,126
New +$220K 0.03% 361
2024
Q3 		– Sell
-8,200
Closed -$638K – 403
2024
Q2 		$638K Buy
8,200
+290
+4% +$23.6K 0.09% 187
2024
Q1 		$723K Buy
7,910
+654
+9% +$60.8K 0.12% 161
2023
Q4 		$697K Buy
7,256
+1,542
+27% +$150K 0.13% 154
2023
Q3 		$522K Buy
5,714
+71
+1% +$6.97K 0.13% 185
2023
Q2 		$559K Buy
5,643
+135
+2% +$14K 0.14% 171
2023
Q1 		$574K Buy
5,508
+486
+10% +$50.6K 0.15% 151
2022
Q4 		$498K Buy
5,022
+955
+23% +$90.1K 0.15% 145
2022
Q3 		$343K Buy
4,067
+603
+17% +$51.2K 0.12% 165
2022
Q2 		$265K Buy
3,464
+797
+30% +$61.2K 0.1% 198
2022
Q1 		$243K Buy
2,667
+8
+0.3% +$755 0.09% 209
2021
Q4 		$311K Sell
2,659
-1,553
-37% -$175K 0.12% 168
2021
Q3 		$465K Buy
4,212
+285
+7% +$33.4K 0.1% 134
2021
Q2 		$439K Buy
3,927
+495
+14% +$56K 0.09% 136
2021
Q1 		$375K Sell
3,432
-2,390
-41% -$251K 0.08% 156
2020
Q4 		$623K Buy
5,822
+2,167
+59% +$207K 0.13% 132
2020
Q3 		$314K Buy
3,655
+766
+27% +$61.1K 0.09% 149
2020
Q2 		$213K Buy
+2,889
New +$217K 0.07% 175
2019
Q4 		– Sell
-2,604
Closed -$230K – 162
2019
Q3 		$230K Buy
+2,604
New +$241K 0.1% 125

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Cooper Financial Group's SBUX Position: Q3 2026 in Review

Cooper Financial Group increased its Starbucks (SBUX) stake by 71% in Q3 2026, buying an estimated $341K and bringing the position to 7,968 shares worth $749K. The position accounts for 0.06% of the portfolio, ranked #203.

Cooper Financial Group first reported a position in SBUX in Q3 2019 and has held it in 23 quarters since. 1,552 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Cooper Financial Group held 7,968 shares of Starbucks worth $749K as of Q3 2026.
  • Cooper Financial Group bought 3,301 Starbucks shares in Q3 2026, an estimated $341K.
  • Starbucks made up 0.06% of Cooper Financial Group's portfolio in Q3 2026, its #203 holding.
  • Cooper Financial Group first reported a position in Starbucks in Q3 2019 and has held it in 23 quarters since.
  • 1,552 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.