Gratus Wealth Advisors
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Gratus Wealth Advisors’s Starbucks SBUX Stock Holding History

Gratus Wealth 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 		$1.53M Buy
+16,313
New +$1.68M 0.2% 37
2024
Q1 		– Sell
-2,654
Closed -$255K – 140
2023
Q4 		$255K Buy
+2,654
New +$258K 0.05% 122

Other funds holding SBUX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Gratus Wealth Advisors's SBUX Position: Q3 2026 in Review

Gratus Wealth Advisors opened a new position in Starbucks (SBUX) in Q3 2026: 16,313 shares worth $1.53M. The stake represents 0.2% of the portfolio and ranks #37 among its holdings. This is a return to the name: Gratus Wealth Advisors previously reported a position in SBUX as recently as Q4 2023.

Gratus Wealth Advisors first reported a position in SBUX in Q4 2023 and has held it in 2 quarters since. 1,824 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Gratus Wealth Advisors held 16,313 shares of Starbucks worth $1.53M as of Q3 2026.
  • Starbucks was a new Gratus Wealth Advisors position in Q3 2026.
  • Starbucks made up 0.2% of Gratus Wealth Advisors's portfolio in Q3 2026, its #37 holding.
  • Gratus Wealth Advisors first reported a position in Starbucks in Q4 2023 and has held it in 2 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.