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Green Ridge Wealth Planning’s Starbucks SBUX Stock Holding History

Green Ridge Wealth Planning’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 		$215K Sell
2,284
-767
-25% -$79.1K 0.09% 81
2026
Q2 		$312K Sell
3,051
-25
-0.8% -$2.52K 0.13% 67
2026
Q1 		$276K Hold
3,076
– – 0.15% 64
2025
Q4 		$259K Buy
+3,076
New +$259K 0.13% 69

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
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Green Ridge Wealth Planning's SBUX Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its Starbucks (SBUX) stake by 25% in Q3 2026, selling an estimated $79.1K and leaving 2,284 shares worth $215K. The position accounts for 0.09% of the portfolio, ranked #81.

Green Ridge Wealth Planning first reported a position in SBUX in Q4 2025 and has held it in 4 quarters since. The position peaked at $312K in Q2 2026. 78 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Green Ridge Wealth Planning held 2,284 shares of Starbucks worth $215K as of Q3 2026.
  • Green Ridge Wealth Planning sold 767 Starbucks shares in Q3 2026, an estimated $79.1K.
  • Starbucks made up 0.09% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #81 holding.
  • Green Ridge Wealth Planning first reported a position in Starbucks in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's Starbucks position peaked at $312K in Q2 2026.
  • 78 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.