Fiduciary Alliance’s Starbucks SBUX Stock Holding History

Fiduciary Alliance’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	$1.24M	Sell	13,247 -360	-3%	-$37.1K	0.09%	206
2026 Q2	$1.39M	Buy	13,607 +3,938	+41%	+$397K	0.09%	226
2026 Q1	$951K	Buy	9,669 +7,252	+300%	+$686K	0.06%	268
2025 Q4	$204K	Buy	2,417 +7	+0.3%	+$590	0.01%	491
2025 Q3	$204K	Buy	2,410 +134	+6%	+$12K	0.01%	480
2025 Q2	$209K	Buy	+2,276	New	+$197K	0.02%	455
2023 Q3	–	Sell	-887	Closed	-$87.9K	–	786
2023 Q2	$87.9K	Buy	+887	New	+$92.1K	0.02%	232
2023 Q1	–	Sell	-791	Closed	-$78.4K	–	719
2022 Q4	$78.4K	Buy	+791	New	+$74.6K	0.02%	184

Other funds holding SBUX

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Fiduciary Alliance's SBUX Position: Q3 2026 in Review

Fiduciary Alliance reduced its Starbucks (SBUX) stake by 2.6% in Q3 2026, selling an estimated $37.1K and leaving 13,247 shares worth $1.24M. The position accounts for 0.09% of the portfolio, ranked #206.

Fiduciary Alliance first reported a position in SBUX in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.39M in Q2 2026. 687 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

Fiduciary Alliance held 13,247 shares of Starbucks worth $1.24M as of Q3 2026.
Fiduciary Alliance sold 360 Starbucks shares in Q3 2026, an estimated $37.1K.
Starbucks made up 0.09% of Fiduciary Alliance's portfolio in Q3 2026, its #206 holding.
Fiduciary Alliance first reported a position in Starbucks in Q4 2022 and has held it in 8 quarters since.
Fiduciary Alliance's Starbucks position peaked at $1.39M in Q2 2026.
687 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.