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Gilpin Wealth Management’s Starbucks SBUX Stock Holding History

Gilpin Wealth Management’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 		$93.5K Buy
995
+785
+374% +$81K 0.06% 197
2026
Q2 		$21.5K Sell
210
-15
-7% -$1.51K 0.01% 265
2026
Q1 		$20.2K Hold
225
– – 0.02% 248
2025
Q4 		$18.9K Buy
+225
New +$19K 0.02% 243

Other funds holding SBUX

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Gilpin Wealth Management's SBUX Position: Q3 2026 in Review

Gilpin Wealth Management increased its Starbucks (SBUX) stake by 374% in Q3 2026, buying an estimated $81K and bringing the position to 995 shares worth $93.5K. The position accounts for 0.06% of the portfolio, ranked #197.

Gilpin Wealth Management first reported a position in SBUX in Q4 2025 and has held it in 4 quarters since. 114 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Gilpin Wealth Management held 995 shares of Starbucks worth $93.5K as of Q3 2026.
  • Gilpin Wealth Management bought 785 Starbucks shares in Q3 2026, an estimated $81K.
  • Starbucks made up 0.06% of Gilpin Wealth Management's portfolio in Q3 2026, its #197 holding.
  • Gilpin Wealth Management first reported a position in Starbucks in Q4 2025 and has held it in 4 quarters since.
  • 114 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

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