Financial Management Network
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Financial Management Network’s Starbucks SBUX Stock Holding History

Financial Management Network’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 		$267K Sell
2,818
-289
-9% -$29.8K 0.04% 180
2026
Q2 		$328K Buy
3,107
+67
+2% +$6.75K 0.05% 168
2026
Q1 		$295K Buy
3,040
+301
+11% +$28.5K 0.05% 163
2025
Q4 		$230K Buy
2,739
+128
+5% +$10.8K 0.04% 170
2025
Q3 		$214K Sell
2,611
-162
-6% -$14.5K 0.04% 176
2025
Q2 		$262K Buy
2,773
+69
+3% +$5.98K 0.05% 151
2025
Q1 		$216K Sell
2,704
-105
-4% -$10.9K 0.05% 148
2024
Q4 		$260K Sell
2,809
-329
-10% -$31.8K 0.05% 141
2024
Q3 		$303K Buy
+3,138
New +$269K 0.06% 139
2024
Q2 		– Sell
-3,204
Closed -$281K – 164
2024
Q1 		$281K Buy
+3,204
New +$298K 0.07% 132
2023
Q4 		– Sell
-3,383
Closed -$308K – 150
2023
Q3 		$308K Buy
3,383
+2
+0.1% +$196 0.1% 115
2023
Q2 		$335K Sell
3,381
-1,343
-28% -$139K 0.12% 112
2023
Q1 		$491K Buy
4,724
+1
+0% +$104 0.2% 82
2022
Q4 		$493K Sell
4,723
-57
-1% -$5.38K 0.22% 85
2022
Q3 		$423K Sell
4,780
-17
-0.4% -$1.44K 0.21% 88
2022
Q2 		$380K Buy
4,797
+2
+0% +$154 0.2% 91
2022
Q1 		$422K Buy
4,795
+2
+0% +$189 0.21% 80
2021
Q4 		$548K Buy
4,793
+1
+0% +$113 0.25% 76
2021
Q3 		$534K Buy
4,792
+2,669
+126% +$312K 0.27% 75
2021
Q2 		$244K Buy
2,123
+1
+0% +$113 0.12% 111
2021
Q1 		$246K Buy
2,122
+30
+1% +$3.15K 0.13% 112
2020
Q4 		$221K Buy
+2,092
New +$200K 0.14% 103

Other funds holding SBUX

Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Financial Management Network's SBUX Position: Q3 2026 in Review

Financial Management Network reduced its Starbucks (SBUX) stake by 9.3% in Q3 2026, selling an estimated $29.8K and leaving 2,818 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #180.

Financial Management Network first reported a position in SBUX in Q4 2020 and has held it in 22 quarters since. The position peaked at $548K in Q4 2021. 443 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Financial Management Network held 2,818 shares of Starbucks worth $267K as of Q3 2026.
  • Financial Management Network sold 289 Starbucks shares in Q3 2026, an estimated $29.8K.
  • Starbucks made up 0.04% of Financial Management Network's portfolio in Q3 2026, its #180 holding.
  • Financial Management Network first reported a position in Starbucks in Q4 2020 and has held it in 22 quarters since.
  • Financial Management Network's Starbucks position peaked at $548K in Q4 2021.
  • 443 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.