Delap Wealth Advisory’s Starbucks SBUX Stock Holding History

Delap Wealth Advisory’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	$400K	Buy	4,254 +9	+0.2%	+$929	0.14%	60
2026 Q2	$434K	Hold	4,245	–	–	0.15%	59
2026 Q1	$380K	Hold	4,245	–	–	0.14%	65
2025 Q4	$357K	Buy	4,245 +112	+3%	+$9.45K	0.14%	72
2025 Q3	$349K	Hold	4,133	–	–	0.15%	62
2025 Q2	$379K	Hold	4,133	–	–	0.18%	56
2025 Q1	$405K	Hold	4,133	–	–	0.23%	51
2024 Q4	$377K	Hold	4,133	–	–	0.23%	50
2024 Q3	$403K	Sell	4,133 -34	-0.8%	-$2.92K	0.25%	38
2024 Q2	$324K	Sell	4,167 -6,736	-62%	-$549K	0.15%	74
2024 Q1	$996K	Sell	10,903 -8,692	-44%	-$808K	0.4%	41
2023 Q4	$1.88M	Buy	+19,595	New	+$1.91M	0.85%	25

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

Delap Wealth Advisory's SBUX Position: Q3 2026 in Review

Delap Wealth Advisory increased its Starbucks (SBUX) stake by 0.21% in Q3 2026, buying an estimated $929 and bringing the position to 4,254 shares worth $400K. The position accounts for 0.14% of the portfolio, ranked #60.

Delap Wealth Advisory first reported a position in SBUX in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.88M in Q4 2023. 1,491 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

Delap Wealth Advisory held 4,254 shares of Starbucks worth $400K as of Q3 2026.
Delap Wealth Advisory bought 9 Starbucks shares in Q3 2026, an estimated $929.
Starbucks made up 0.14% of Delap Wealth Advisory's portfolio in Q3 2026, its #60 holding.
Delap Wealth Advisory first reported a position in Starbucks in Q4 2023 and has held it in 12 quarters since.
Delap Wealth Advisory's Starbucks position peaked at $1.88M in Q4 2023.
1,491 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.