Cove Private Wealth’s Starbucks SBUX Stock Holding History

Cove Private Wealth’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	$637K	Buy	6,775 +261	+4%	+$26.9K	0.11%	133
2026 Q2	$666K	Buy	6,514 +1,535	+31%	+$155K	0.13%	122
2026 Q1	$446K	Buy	4,979 +728	+17%	+$68.9K	0.1%	127
2025 Q4	$358K	Sell	4,251 -255	-6%	-$21.5K	0.11%	125
2025 Q3	$381K	Buy	4,506 +270	+6%	+$24.2K	0.12%	117
2025 Q2	$388K	Buy	4,236 +784	+23%	+$67.9K	0.14%	117
2025 Q1	$339K	Buy	3,452 +550	+19%	+$56.9K	0.18%	104
2024 Q4	$265K	Buy	+2,902	New	+$281K	0.16%	98

Other funds holding SBUX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Cove Private Wealth's SBUX Position: Q3 2026 in Review

Cove Private Wealth increased its Starbucks (SBUX) stake by 4% in Q3 2026, buying an estimated $26.9K and bringing the position to 6,775 shares worth $637K. The position accounts for 0.11% of the portfolio, ranked #133.

Cove Private Wealth first reported a position in SBUX in Q4 2024 and has held it in 8 quarters since. The position peaked at $666K in Q2 2026. 1,395 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

Cove Private Wealth held 6,775 shares of Starbucks worth $637K as of Q3 2026.
Cove Private Wealth bought 261 Starbucks shares in Q3 2026, an estimated $26.9K.
Starbucks made up 0.11% of Cove Private Wealth's portfolio in Q3 2026, its #133 holding.
Cove Private Wealth first reported a position in Starbucks in Q4 2024 and has held it in 8 quarters since.
Cove Private Wealth's Starbucks position peaked at $666K in Q2 2026.
1,395 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.