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Diversified Management’s Starbucks SBUX Stock Holding History

Diversified Management’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 		$382K Buy
+4,069
New +$420K 0.07% 182
2026
Q2 		– Sell
-4,054
Closed -$363K – 253
2026
Q1 		$363K Buy
+4,054
New +$383K 0.06% 203

Other funds holding SBUX

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Diversified Management's SBUX Position: Q3 2026 in Review

Diversified Management opened a new position in Starbucks (SBUX) in Q3 2026: 4,069 shares worth $382K. The stake represents 0.07% of the portfolio and ranks #182 among its holdings. This is a return to the name: Diversified Management previously reported a position in SBUX as recently as Q1 2026.

Diversified Management first reported a position in SBUX in Q1 2026 and has held it in 2 quarters since. 114 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Diversified Management held 4,069 shares of Starbucks worth $382K as of Q3 2026.
  • Starbucks was a new Diversified Management position in Q3 2026.
  • Starbucks made up 0.07% of Diversified Management's portfolio in Q3 2026, its #182 holding.
  • Diversified Management first reported a position in Starbucks in Q1 2026 and has held it in 2 quarters since.
  • 114 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.