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

CRA 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 		$230K Sell
2,450
-85
-3% -$8.77K 0.03% 295
2026
Q2 		$259K Buy
2,535
+7
+0.3% +$705 0.03% 277
2026
Q1 		$226K Buy
2,528
+47
+2% +$4.45K 0.03% 272
2025
Q4 		$209K Sell
2,481
-369
-13% -$31.1K 0.03% 283
2025
Q3 		$241K Buy
2,850
+13
+0.5% +$1.16K 0.03% 265
2025
Q2 		$260K Buy
2,837
+27
+1% +$2.34K 0.04% 233
2025
Q1 		$276K Hold
2,810
– – 0.05% 215
2024
Q4 		$256K Sell
2,810
-68
-2% -$6.58K 0.04% 217
2024
Q3 		$281K Sell
2,878
-10
-0.3% -$858 0.05% 201
2024
Q2 		$225K Sell
2,888
-160
-5% -$13K 0.05% 232
2024
Q1 		$279K Sell
3,048
-50
-2% -$4.65K 0.06% 193
2023
Q4 		$297K Sell
3,098
-105
-3% -$10.2K 0.07% 164
2023
Q3 		$292K Buy
3,203
+135
+4% +$13.2K 0.08% 151
2023
Q2 		$304K Buy
3,068
+2
+0.1% +$208 0.08% 144
2023
Q1 		$319K Hold
3,066
– – 0.09% 143
2022
Q4 		$304K Buy
3,066
+328
+12% +$31K 0.1% 140
2022
Q3 		$231K Sell
2,738
-25
-0.9% -$2.12K 0.08% 163
2022
Q2 		$211K Sell
2,763
-15
-0.5% -$1.15K 0.07% 184
2022
Q1 		$253K Sell
2,778
-187
-6% -$17.6K 0.08% 172
2021
Q4 		$347K Buy
2,965
+1
+0% +$113 0.1% 139
2021
Q3 		$327K Sell
2,964
-818
-22% -$95.8K 0.11% 134
2021
Q2 		$423K Hold
3,782
– – 0.15% 116
2021
Q1 		$413K Sell
3,782
-24
-0.6% -$2.52K 0.16% 105
2020
Q4 		$407K Sell
3,806
-30
-0.8% -$2.86K 0.17% 98
2020
Q3 		$330K Sell
3,836
-30
-0.8% -$2.39K 0.16% 103
2020
Q2 		$285K Buy
3,866
+580
+18% +$43.6K 0.15% 105
2020
Q1 		$216K Buy
3,286
+514
+19% +$41.6K 0.14% 119
2019
Q4 		$244K Buy
2,772
+120
+5% +$10.2K 0.13% 123
2019
Q3 		$234K Sell
2,652
-692
-21% -$64.2K 0.14% 121
2019
Q2 		$280K Buy
3,344
+422
+14% +$33.1K 0.17% 110
2019
Q1 		$217K Buy
+2,922
New +$201K 0.14% 128

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

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

CRA Financial Services reduced its Starbucks (SBUX) stake by 3.4% in Q3 2026, selling an estimated $8.77K and leaving 2,450 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #295.

CRA Financial Services first reported a position in SBUX in Q1 2019 and has held it in 31 quarters since. The position peaked at $423K in Q2 2021. 1,395 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • CRA Financial Services held 2,450 shares of Starbucks worth $230K as of Q3 2026.
  • CRA Financial Services sold 85 Starbucks shares in Q3 2026, an estimated $8.77K.
  • Starbucks made up 0.03% of CRA Financial Services's portfolio in Q3 2026, its #295 holding.
  • CRA Financial Services first reported a position in Starbucks in Q1 2019 and has held it in 31 quarters since.
  • CRA Financial Services's Starbucks position peaked at $423K in Q2 2021.
  • 1,395 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.