Gradient Capital Advisors
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Gradient Capital Advisors’s Starbucks SBUX Stock Holding History

Gradient Capital Advisors’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 		$385K Buy
4,103
+133
+3% +$13.7K 0.09% 130
2026
Q2 		$406K Buy
3,970
+6
+0.2% +$604 0.09% 127
2026
Q1 		$355K Buy
3,964
+6
+0.2% +$568 0.09% 124
2025
Q4 		$333K Buy
3,958
+758
+24% +$63.9K 0.09% 129
2025
Q3 		$271K Buy
3,200
+15
+0.5% +$1.34K 0.07% 142
2025
Q2 		$292K Sell
3,185
-34
-1% -$2.95K 0.09% 132
2025
Q1 		$316K Sell
3,219
-170
-5% -$17.6K 0.1% 121
2024
Q4 		$309K Sell
3,389
-99
-3% -$9.6K 0.1% 120
2024
Q3 		$340K Buy
3,488
+129
+4% +$11.1K 0.11% 114
2024
Q2 		$262K Buy
3,359
+32
+1% +$2.61K 0.09% 129
2024
Q1 		$304K Sell
3,327
-99
-3% -$9.21K 0.11% 121
2023
Q4 		$329K Buy
3,426
+17
+0.5% +$1.66K 0.13% 115
2023
Q3 		$311K Buy
3,409
+221
+7% +$21.7K 0.13% 109
2023
Q2 		$316K Buy
3,188
+71
+2% +$7.37K 0.13% 110
2023
Q1 		$325K Buy
3,117
+27
+0.9% +$2.81K 0.14% 106
2022
Q4 		$306K Buy
3,090
+33
+1% +$3.11K 0.14% 103
2022
Q3 		$258K Buy
3,057
+393
+15% +$33.4K 0.12% 111
2022
Q2 		$203K Sell
2,664
-24
-0.9% -$1.84K 0.1% 110
2022
Q1 		$245K Buy
2,688
+26
+1% +$2.45K 0.1% 109
2021
Q4 		$311K Buy
2,662
+1
+0% +$113 0.13% 98
2021
Q3 		$294K Sell
2,661
-17
-0.6% -$1.99K 0.13% 95
2021
Q2 		$299K Sell
2,678
-19
-0.7% -$2.15K 0.14% 96
2021
Q1 		$295K Buy
2,697
+101
+4% +$10.6K 0.16% 91
2020
Q4 		$278K Sell
2,596
-173
-6% -$16.5K 0.16% 90
2020
Q3 		$238K Sell
2,769
-23
-0.8% -$1.84K 0.15% 92
2020
Q2 		$205K Buy
+2,792
New +$210K 0.14% 94
2020
Q1 		– Sell
-2,589
Closed -$228K – 97
2019
Q4 		$228K Buy
2,589
+1
+0% +$85 0.16% 88
2019
Q3 		$229K Sell
2,588
-166
-6% -$15.4K 0.17% 87
2019
Q2 		$231K Sell
2,754
-400
-13% -$31.4K 0.18% 85
2019
Q1 		$234K Buy
3,154
+1
+0% +$69 0.19% 80
2018
Q4 		$203K Buy
+3,153
New +$197K 0.18% 86

Other funds holding SBUX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Gradient Capital Advisors's SBUX Position: Q3 2026 in Review

Gradient Capital Advisors increased its Starbucks (SBUX) stake by 3.4% in Q3 2026, buying an estimated $13.7K and bringing the position to 4,103 shares worth $385K. The position accounts for 0.09% of the portfolio, ranked #130.

Gradient Capital Advisors first reported a position in SBUX in Q4 2018 and has held it in 31 quarters since. The position peaked at $406K in Q2 2026. 993 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Gradient Capital Advisors held 4,103 shares of Starbucks worth $385K as of Q3 2026.
  • Gradient Capital Advisors bought 133 Starbucks shares in Q3 2026, an estimated $13.7K.
  • Starbucks made up 0.09% of Gradient Capital Advisors's portfolio in Q3 2026, its #130 holding.
  • Gradient Capital Advisors first reported a position in Starbucks in Q4 2018 and has held it in 31 quarters since.
  • Gradient Capital Advisors's Starbucks position peaked at $406K in Q2 2026.
  • 993 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.