Financial Council’s Starbucks SBUX Stock Holding History

Financial Council’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	$677K	Hold	7,210	–	–	0.21%	46
2026 Q2	$737K	Hold	7,210	–	–	0.24%	43
2026 Q1	$646K	Hold	7,210	–	–	0.25%	41
2025 Q4	$607K	Hold	7,210	–	–	0.24%	43
2025 Q3	$610K	Buy	7,210 +268	+4%	+$24K	0.27%	43
2025 Q2	$636K	Hold	6,942	–	–	0.31%	39
2025 Q1	$681K	Hold	6,942	–	–	0.37%	38
2024 Q4	$633K	Sell	6,942 -14	-0.2%	-$1.35K	0.33%	40
2024 Q3	$678K	Hold	6,956	–	–	0.35%	38
2024 Q2	$542K	Hold	6,956	–	–	0.3%	41
2024 Q1	$636K	Hold	6,956	–	–	0.38%	40
2023 Q4	$668K	Hold	6,956	–	–	0.45%	37
2023 Q3	$635K	Hold	6,956	–	–	0.51%	33
2023 Q2	$689K	Hold	6,956	–	–	0.53%	31
2023 Q1	$724K	Buy	+6,956	New	+$724K	0.59%	27

Other funds holding SBUX

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Financial Council's SBUX Position: Q3 2026 in Review

Financial Council held its Starbucks (SBUX) position steady in Q3 2026 at 7,210 shares worth $677K. The position accounts for 0.21% of the portfolio, ranked #46.

Financial Council first reported a position in SBUX in Q1 2023 and has held it in 15 quarters since. The position peaked at $737K in Q2 2026. 1,239 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

Financial Council held 7,210 shares of Starbucks worth $677K as of Q3 2026.
Financial Council left its Starbucks share count unchanged in Q3 2026.
Starbucks made up 0.21% of Financial Council's portfolio in Q3 2026, its #46 holding.
Financial Council first reported a position in Starbucks in Q1 2023 and has held it in 15 quarters since.
Financial Council's Starbucks position peaked at $737K in Q2 2026.
1,239 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Financial Council's 13F filing for Q3 2026, filed 2 Nov 2026.