Daymark Wealth Partners
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Daymark Wealth Partners’s Starbucks SBUX Stock Holding History

Daymark Wealth Partners’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 		$4.58M Sell
48,695
-248
-0.5% -$25.6K 0.1% 146
2026
Q2 		$5M Buy
48,943
+215
+0.4% +$21.7K 0.12% 136
2026
Q1 		$4.37M Sell
48,728
-2,060
-4% -$195K 0.14% 132
2025
Q4 		$4.28M Sell
50,788
-562
-1% -$47.4K 0.14% 128
2025
Q3 		$4.34M Buy
51,350
+1,184
+2% +$106K 0.15% 125
2025
Q2 		$4.6M Buy
50,166
+38,474
+329% +$3.33M 0.17% 104
2025
Q1 		$1.15M Buy
11,692
+369
+3% +$38.1K 0.05% 222
2024
Q4 		$1.03M Sell
11,323
-1,516
-12% -$147K 0.04% 237
2024
Q3 		$1.25M Sell
12,839
-1,415
-10% -$121K 0.05% 218
2024
Q2 		$1.11M Buy
14,254
+2,552
+22% +$208K 0.05% 226
2024
Q1 		$1.07M Buy
11,702
+4,010
+52% +$373K 0.06% 189
2023
Q4 		$739K Sell
7,692
-220
-3% -$21.4K 0.05% 217
2023
Q3 		$722K Buy
7,912
+723
+10% +$71K 0.05% 201
2023
Q2 		$712K Buy
7,189
+3,268
+83% +$339K 0.05% 195
2023
Q1 		$408K Buy
3,921
+647
+20% +$67.3K 0.05% 200
2022
Q4 		$325K Buy
+3,274
New +$309K 0.06% 178

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

Daymark Wealth Partners's SBUX Position: Q3 2026 in Review

Daymark Wealth Partners reduced its Starbucks (SBUX) stake by 0.51% in Q3 2026, selling an estimated $25.6K and leaving 48,695 shares worth $4.58M. The position accounts for 0.1% of the portfolio, ranked #146.

Daymark Wealth Partners first reported a position in SBUX in Q4 2022 and has held it in 16 quarters since. The position peaked at $5M in Q2 2026. 1,395 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Daymark Wealth Partners held 48,695 shares of Starbucks worth $4.58M as of Q3 2026.
  • Daymark Wealth Partners sold 248 Starbucks shares in Q3 2026, an estimated $25.6K.
  • Starbucks made up 0.1% of Daymark Wealth Partners's portfolio in Q3 2026, its #146 holding.
  • Daymark Wealth Partners first reported a position in Starbucks in Q4 2022 and has held it in 16 quarters since.
  • Daymark Wealth Partners's Starbucks position peaked at $5M in Q2 2026.
  • 1,395 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.