Encompass Wealth Advisors
SBUX icon

Encompass Wealth Advisors’s Starbucks SBUX Stock Holding History

Encompass Wealth Advisors’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 		– Sell
-2,013
Closed -$206K – 121
2026
Q2 		$206K Buy
+2,013
New +$203K 0.06% 108
2025
Q4 		– Sell
-3,243
Closed -$274K – 111
2025
Q3 		$274K Sell
3,243
-164
-5% -$14.7K 0.09% 91
2025
Q2 		$312K Buy
3,407
+508
+18% +$44K 0.11% 85
2025
Q1 		$284K Sell
2,899
-110
-4% -$11.4K 0.12% 84
2024
Q4 		$275K Sell
3,009
-3,612
-55% -$349K 0.11% 86
2024
Q3 		$646K Hold
6,621
– – 0.16% 125
2024
Q2 		$515K Buy
6,621
+57
+0.9% +$4.64K 0.14% 132
2024
Q1 		$600K Sell
6,564
-2,400
-27% -$223K 0.16% 129
2023
Q4 		$861K Hold
8,964
– – 0.26% 78
2023
Q3 		$818K Buy
8,964
+900
+11% +$88.3K 0.27% 75
2023
Q2 		$799K Hold
8,064
– – 0.26% 76
2023
Q1 		$840K Buy
8,064
+200
+3% +$20.8K 0.29% 69
2022
Q4 		$780K Sell
7,864
-200
-2% -$18.9K 0.28% 66
2022
Q3 		$680K Hold
8,064
– – 0.26% 70
2022
Q2 		$616K Hold
8,064
– – 0.22% 84
2022
Q1 		$734K Sell
8,064
-281
-3% -$26.5K 0.19% 92
2021
Q4 		$976K Sell
8,345
-38
-0.5% -$4.28K 0.24% 72
2021
Q3 		$924K Sell
8,383
-2,054
-20% -$240K 0.24% 73
2021
Q2 		$1.17M Hold
10,437
– – 0.29% 72
2021
Q1 		$1.19M Buy
10,437
+38
+0.4% +$3.99K 0.3% 67
2020
Q4 		$1.11M Buy
+10,399
New +$993K 0.64% 34

Other funds holding SBUX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Encompass Wealth Advisors's SBUX Position: Q3 2026 in Review

Encompass Wealth Advisors sold out of Starbucks (SBUX) in Q3 2026, closing a stake of 2,013 shares — an estimated $206K sold.

Encompass Wealth Advisors first reported a position in SBUX in Q4 2020 and held it in 21 quarters. The position peaked at $1.19M in Q1 2021. 1,004 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Encompass Wealth Advisors reported no remaining Starbucks position as of Q3 2026 after selling out during the quarter.
  • Encompass Wealth Advisors sold 2,013 Starbucks shares in Q3 2026, an estimated $206K.
  • Encompass Wealth Advisors first reported a position in Starbucks in Q4 2020 and held it in 21 quarters.
  • Encompass Wealth Advisors's Starbucks position peaked at $1.19M in Q1 2021.
  • 1,004 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.