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Financial Perspectives’s Starbucks SBUX Stock Holding History

Financial Perspectives’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 		$25.7K Buy
274
+114
+71% +$11.8K 0.01% 435
2026
Q2 		$16.4K Hold
160
– – ﹤0.01% 484
2026
Q1 		$14.3K Hold
160
– – ﹤0.01% 492
2025
Q4 		$13.5K Hold
160
– – ﹤0.01% 490
2025
Q3 		$13.5K Buy
160
+1
+0.6% +$90 ﹤0.01% 483
2025
Q2 		$14.6K Hold
159
– – ﹤0.01% 461
2025
Q1 		$15.6K Hold
159
– – 0.01% 440
2024
Q4 		$14.5K Buy
159
+43
+37% +$4.16K ﹤0.01% 456
2024
Q3 		$11.3K Hold
116
– – ﹤0.01% 463
2024
Q2 		$9K Buy
116
+1
+0.9% +$81 ﹤0.01% 475
2024
Q1 		$10.5K Sell
115
-33
-22% -$3.07K ﹤0.01% 455
2023
Q4 		$14.2K Hold
148
– – 0.01% 422
2023
Q3 		$13.5K Buy
148
+1
+0.7% +$98 0.01% 410
2023
Q2 		$14.6K Buy
147
+1
+0.7% +$104 0.01% 408
2023
Q1 		$15.2K Hold
146
– – 0.01% 396
2022
Q4 		$14.5K Buy
146
+1
+0.7% +$94 0.01% 395
2022
Q3 		$12.2K Hold
145
– – 0.01% 412
2022
Q2 		$11K Buy
145
+1
+0.7% +$77 0.01% 432
2022
Q1 		$13.1K Buy
144
+1
+0.7% +$94 0.01% 429
2021
Q4 		$16.8K Hold
143
– – 0.01% 379
2021
Q3 		$15.7K Buy
143
+1
+0.7% +$117 0.01% 384
2021
Q2 		$15.9K Hold
142
– – 0.01% 405
2021
Q1 		$15.5K Hold
142
– – 0.01% 390
2020
Q4 		$15.2K Hold
142
– – 0.01% 360
2020
Q3 		$12.2K Buy
142
+1
+0.7% +$80 0.01% 349
2020
Q2 		$10.4K Buy
141
+75
+114% +$5.64K 0.01% 345
2020
Q1 		$4.35K Hold
66
– – ﹤0.01% 390
2019
Q4 		$5.81K Buy
+66
New +$5.63K ﹤0.01% 377

Other funds holding SBUX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Financial Perspectives's SBUX Position: Q3 2026 in Review

Financial Perspectives increased its Starbucks (SBUX) stake by 71% in Q3 2026, buying an estimated $11.8K and bringing the position to 274 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #435.

Financial Perspectives first reported a position in SBUX in Q4 2019 and has held it in 28 quarters since. 1,605 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Financial Perspectives held 274 shares of Starbucks worth $25.7K as of Q3 2026.
  • Financial Perspectives bought 114 Starbucks shares in Q3 2026, an estimated $11.8K.
  • Starbucks made up 0.01% of Financial Perspectives's portfolio in Q3 2026, its #435 holding.
  • Financial Perspectives first reported a position in Starbucks in Q4 2019 and has held it in 28 quarters since.
  • 1,605 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.