IMG Wealth Management
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IMG Wealth Management’s Starbucks SBUX Stock Holding History

IMG 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 		$22.7K Buy
242
+16
+7% +$1.65K 0.01% 245
2026
Q2 		$23.1K Buy
226
+63
+39% +$6.34K 0.01% 239
2026
Q1 		$14.6K Sell
163
-33
-17% -$3.12K 0.01% 259
2025
Q4 		$16.5K Buy
196
+86
+78% +$7.26K 0.01% 265
2025
Q3 		$9.31K Hold
110
– – 0.01% 276
2025
Q2 		$10.1K Buy
+110
New +$9.5K 0.01% 262

Other funds holding SBUX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

IMG Wealth Management increased its Starbucks (SBUX) stake by 7.1% in Q3 2026, buying an estimated $1.65K and bringing the position to 242 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #245.

IMG Wealth Management first reported a position in SBUX in Q2 2025 and has held it in 6 quarters since. The position peaked at $23.1K in Q2 2026. 1,436 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • IMG Wealth Management held 242 shares of Starbucks worth $22.7K as of Q3 2026.
  • IMG Wealth Management bought 16 Starbucks shares in Q3 2026, an estimated $1.65K.
  • Starbucks made up 0.01% of IMG Wealth Management's portfolio in Q3 2026, its #245 holding.
  • IMG Wealth Management first reported a position in Starbucks in Q2 2025 and has held it in 6 quarters since.
  • IMG Wealth Management's Starbucks position peaked at $23.1K in Q2 2026.
  • 1,436 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.