HORAN Wealth
SBUX icon

HORAN Wealth’s Starbucks SBUX Stock Holding History

HORAN Wealth’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 		$531K Buy
5,656
+1,420
+34% +$147K 0.05% 157
2026
Q2 		$433K Buy
+4,236
New +$427K 0.05% 155
2025
Q3 		– Sell
-2,287
Closed -$210K – 195
2025
Q2 		$210K Buy
+2,287
New +$198K 0.06% 117

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
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

HORAN Wealth's SBUX Position: Q3 2026 in Review

HORAN Wealth increased its Starbucks (SBUX) stake by 34% in Q3 2026, buying an estimated $147K and bringing the position to 5,656 shares worth $531K. The position accounts for 0.05% of the portfolio, ranked #157.

HORAN Wealth first reported a position in SBUX in Q2 2025 and has held it in 3 quarters since. 2,063 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • HORAN Wealth held 5,656 shares of Starbucks worth $531K as of Q3 2026.
  • HORAN Wealth bought 1,420 Starbucks shares in Q3 2026, an estimated $147K.
  • Starbucks made up 0.05% of HORAN Wealth's portfolio in Q3 2026, its #157 holding.
  • HORAN Wealth first reported a position in Starbucks in Q2 2025 and has held it in 3 quarters since.
  • 2,063 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on HORAN Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.