HF Advisory Group’s Starbucks SBUX Stock Holding History

HF Advisory Group’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	$244K	Sell	2,599 -8,766	-77%	-$905K	0.07%	161
2026 Q2	$1.16M	Sell	11,365 -1,369	-11%	-$138K	0.36%	90
2026 Q1	$1.14M	Sell	12,734 -1,895	-13%	-$179K	0.39%	89
2025 Q4	$1.23M	Buy	14,629 +209	+1%	+$17.6K	0.43%	83
2025 Q3	$1.22M	Sell	14,420 -149	-1%	-$13.3K	0.45%	81
2025 Q2	$1.33M	Buy	14,569 +419	+3%	+$36.3K	0.53%	68
2025 Q1	$1.39M	Sell	14,150 -2,384	-14%	-$246K	0.61%	63
2024 Q4	$1.51M	Buy	16,534 +2,076	+14%	+$201K	0.69%	52
2024 Q3	$1.41M	Buy	14,458 +6,856	+90%	+$588K	0.65%	58
2024 Q2	$592K	Buy	7,602 +1,785	+31%	+$145K	0.31%	111
2024 Q1	$532K	Buy	5,817 +1,145	+25%	+$107K	0.3%	109
2023 Q4	$449K	Buy	+4,672	New	+$455K	0.29%	109

Other funds holding SBUX

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

HF Advisory Group's SBUX Position: Q3 2026 in Review

HF Advisory Group reduced its Starbucks (SBUX) stake by 77% in Q3 2026, selling an estimated $905K and leaving 2,599 shares worth $244K. The position accounts for 0.07% of the portfolio, ranked #161.

HF Advisory Group first reported a position in SBUX in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.51M in Q4 2024. 442 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

HF Advisory Group held 2,599 shares of Starbucks worth $244K as of Q3 2026.
HF Advisory Group sold 8,766 Starbucks shares in Q3 2026, an estimated $905K.
Starbucks made up 0.07% of HF Advisory Group's portfolio in Q3 2026, its #161 holding.
HF Advisory Group first reported a position in Starbucks in Q4 2023 and has held it in 12 quarters since.
HF Advisory Group's Starbucks position peaked at $1.51M in Q4 2024.
442 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.