Elevation Wealth Partners
SBUX icon

Elevation Wealth Partners’s Starbucks SBUX Stock Holding History

Elevation 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 		$112K Buy
1,194
+304
+34% +$31.4K 0.03% 192
2026
Q2 		$90.9K Buy
890
+375
+73% +$37.8K 0.03% 203
2026
Q1 		$46.1K Buy
515
+43
+9% +$4.07K 0.02% 253
2025
Q4 		$39.7K Buy
472
+29
+7% +$2.45K 0.01% 271
2025
Q3 		$37.5K Buy
443
+47
+12% +$4.21K 0.01% 271
2025
Q2 		$36.3K Sell
396
-250
-39% -$21.7K 0.01% 267
2025
Q1 		$63.4K Sell
646
-163
-20% -$16.8K 0.03% 206
2024
Q4 		$73.8K Hold
809
– – 0.03% 195
2024
Q3 		$78.9K Hold
809
– – 0.03% 185
2024
Q2 		$63K Sell
809
-149
-16% -$12.1K 0.03% 197
2024
Q1 		$87.5K Sell
958
-487
-34% -$45.3K 0.04% 169
2023
Q4 		$132K Buy
1,445
+700
+94% +$68.1K 0.08% 127
2023
Q3 		$68K Hold
745
– – 0.06% 128
2023
Q2 		$73.8K Hold
745
– – 0.06% 124
2023
Q1 		$77.5K Buy
+745
New +$77.5K 0.07% 123

Other funds holding SBUX

Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Elevation Wealth Partners increased its Starbucks (SBUX) stake by 34% in Q3 2026, buying an estimated $31.4K and bringing the position to 1,194 shares worth $112K. The position accounts for 0.03% of the portfolio, ranked #192.

Elevation Wealth Partners first reported a position in SBUX in Q1 2023 and has held it in 15 quarters since. The position peaked at $132K in Q4 2023. 867 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Elevation Wealth Partners held 1,194 shares of Starbucks worth $112K as of Q3 2026.
  • Elevation Wealth Partners bought 304 Starbucks shares in Q3 2026, an estimated $31.4K.
  • Starbucks made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #192 holding.
  • Elevation Wealth Partners first reported a position in Starbucks in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Starbucks position peaked at $132K in Q4 2023.
  • 867 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.