HRC Wealth Management’s Starbucks SBUX Stock Holding History

HRC Wealth Management’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	$248K	Hold	2,639	–	–	0.1%	57
2026 Q2	$270K	Hold	2,639	–	–	0.11%	50
2026 Q1	$236K	Hold	2,639	–	–	0.11%	55
2025 Q4	$222K	Sell	2,639 -920	-26%	-$77.6K	0.11%	52
2025 Q3	$301K	Sell	3,559 -262	-7%	-$23.5K	0.15%	44
2025 Q2	$350K	Buy	3,821 +7	+0.2%	+$607	0.19%	40
2025 Q1	$374K	Buy	3,814 +6	+0.2%	+$620	0.23%	35
2024 Q4	$348K	Buy	3,808 +1,457	+62%	+$141K	0.21%	34
2024 Q3	$229K	Buy	+2,351	New	+$202K	0.15%	40
2024 Q2	–	Sell	-2,338	Closed	-$214K	–	44
2024 Q1	$214K	Buy	2,338 +2	+0.1%	+$186	0.16%	38
2023 Q4	$224K	Buy	+2,336	New	+$227K	0.19%	23

Other funds holding SBUX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

HRC Wealth Management's SBUX Position: Q3 2026 in Review

HRC Wealth Management held its Starbucks (SBUX) position steady in Q3 2026 at 2,639 shares worth $248K. The position accounts for 0.1% of the portfolio, ranked #57.

HRC Wealth Management first reported a position in SBUX in Q4 2023 and has held it in 11 quarters since. The position peaked at $374K in Q1 2025. 1,434 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

HRC Wealth Management held 2,639 shares of Starbucks worth $248K as of Q3 2026.
HRC Wealth Management left its Starbucks share count unchanged in Q3 2026.
Starbucks made up 0.1% of HRC Wealth Management's portfolio in Q3 2026, its #57 holding.
HRC Wealth Management first reported a position in Starbucks in Q4 2023 and has held it in 11 quarters since.
HRC Wealth Management's Starbucks position peaked at $374K in Q1 2025.
1,434 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on HRC Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.