Covestor
SBUX icon

Covestor’s Starbucks SBUX Stock Holding History

Covestor’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 		$37K Sell
392
-2
-0.5% -$206 0.02% 882
2026
Q2 		$40K Sell
394
-39
-9% -$3.93K 0.02% 911
2026
Q1 		$39K Sell
433
-168
-28% -$15.9K 0.03% 843
2025
Q4 		$51K Sell
601
-11
-2% -$928 0.03% 905
2025
Q3 		$52K Sell
612
-95
-13% -$8.5K 0.03% 893
2025
Q2 		$65K Buy
707
+93
+15% +$8.06K 0.04% 784
2025
Q1 		$60K Sell
614
-32
-5% -$3.31K 0.04% 771
2024
Q4 		$59K Sell
646
-76
-11% -$7.35K 0.04% 787
2024
Q3 		$70K Sell
722
-276
-28% -$23.7K 0.04% 721
2024
Q2 		$78K Buy
998
+263
+36% +$21.4K 0.05% 649
2024
Q1 		$67K Buy
735
+8
+1% +$744 0.04% 757
2023
Q4 		$70K Buy
727
+6
+0.8% +$584 0.05% 703
2023
Q3 		$66K Hold
721
– – 0.05% 642
2023
Q2 		$71K Buy
721
+3
+0.4% +$311 0.05% 632
2023
Q1 		$75K Sell
718
-97
-12% -$10.1K 0.07% 535
2022
Q4 		$81K Sell
815
-10
-1% -$944 0.07% 506
2022
Q3 		$70K Sell
825
-85
-9% -$7.22K 0.06% 555
2022
Q2 		$70K Sell
910
-64
-7% -$4.92K 0.06% 606
2022
Q1 		$89K Buy
974
+108
+12% +$10.2K 0.06% 585
2021
Q4 		$101K Buy
+866
New +$97.6K 0.14% 156

Other funds holding SBUX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Covestor's SBUX Position: Q3 2026 in Review

Covestor reduced its Starbucks (SBUX) stake by 0.51% in Q3 2026, selling an estimated $206 and leaving 392 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #882.

Covestor first reported a position in SBUX in Q4 2021 and has held it in 20 quarters since. The position peaked at $101K in Q4 2021. 1,432 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Covestor held 392 shares of Starbucks worth $37K as of Q3 2026.
  • Covestor sold 2 Starbucks shares in Q3 2026, an estimated $206.
  • Starbucks made up 0.02% of Covestor's portfolio in Q3 2026, its #882 holding.
  • Covestor first reported a position in Starbucks in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Starbucks position peaked at $101K in Q4 2021.
  • 1,432 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.