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Fortitude Family Office’s Starbucks SBUX Stock Holding History

Fortitude Family Office’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 		$274K Buy
2,911
+339
+13% +$35K 0.05% 121
2026
Q2 		$263K Sell
2,572
-31
-1% -$3.12K 0.05% 115
2026
Q1 		$233K Buy
2,603
+179
+7% +$16.9K 0.05% 113
2025
Q4 		$204K Sell
2,424
-4
-0.2% -$337 0.05% 139
2025
Q3 		$205K Sell
2,428
-35
-1% -$3.13K 0.06% 139
2025
Q2 		$226K Sell
2,463
-158
-6% -$13.7K 0.07% 117
2025
Q1 		$257K Sell
2,621
-19
-0.7% -$1.96K 0.09% 103
2024
Q4 		$241K Hold
2,640
– – 0.09% 115
2024
Q3 		$257K Buy
2,640
+2,345
+795% +$201K 0.1% 100
2024
Q2 		$23K Sell
295
-60
-17% -$4.89K 0.01% 280
2024
Q1 		$32.4K Sell
355
-63
-15% -$5.86K 0.02% 204
2023
Q4 		$40.1K Buy
+418
New +$40.7K 0.03% 199

Other funds holding SBUX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fortitude Family Office's SBUX Position: Q3 2026 in Review

Fortitude Family Office increased its Starbucks (SBUX) stake by 13% in Q3 2026, buying an estimated $35K and bringing the position to 2,911 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #121.

Fortitude Family Office first reported a position in SBUX in Q4 2023 and has held it in 12 quarters since. 255 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Fortitude Family Office held 2,911 shares of Starbucks worth $274K as of Q3 2026.
  • Fortitude Family Office bought 339 Starbucks shares in Q3 2026, an estimated $35K.
  • Starbucks made up 0.05% of Fortitude Family Office's portfolio in Q3 2026, its #121 holding.
  • Fortitude Family Office first reported a position in Starbucks in Q4 2023 and has held it in 12 quarters since.
  • 255 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.