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Independent Financial Group’s Starbucks SBUX Stock Holding History

Independent Financial 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 		$4.98M Buy
53,038
+8,026
+18% +$828K 0.09% 209
2026
Q2 		$4.6M Sell
45,012
-315
-0.7% -$31.7K 0.09% 227
2026
Q1 		$4.06M Sell
45,327
-1,043
-2% -$98.7K 0.09% 214
2025
Q4 		$3.9M Buy
46,370
+8,053
+21% +$679K 0.09% 216
2025
Q3 		$3.24M Sell
38,317
-5,651
-13% -$506K 0.08% 243
2025
Q2 		$4.03M Buy
43,968
+1,491
+4% +$129K 0.11% 172
2025
Q1 		$4.17M Buy
42,477
+2,673
+7% +$276K 0.14% 142
2024
Q4 		$3.63M Sell
39,804
-2,244
-5% -$217K 0.12% 162
2024
Q3 		$4.1M Buy
42,048
+11,141
+36% +$956K 0.15% 125
2024
Q2 		$2.41M Sell
30,907
-1,659
-5% -$135K 0.1% 195
2024
Q1 		$2.98M Sell
32,566
-5,089
-14% -$473K 0.14% 148
2023
Q4 		$3.62M Buy
37,655
+4,969
+15% +$484K 0.19% 118
2023
Q3 		$2.98M Sell
32,686
-4,233
-11% -$415K 0.19% 112
2023
Q2 		$3.66M Sell
36,919
-2,657
-7% -$276K 0.25% 83
2023
Q1 		$4.12M Sell
39,576
-64
-0.2% -$6.66K 0.33% 62
2022
Q4 		$3.93M Sell
39,640
-44
-0.1% -$4.15K 0.34% 51
2022
Q3 		$3.34M Buy
39,684
+10,691
+37% +$908K 0.3% 57
2022
Q2 		$2.21M Sell
28,993
-7,288
-20% -$560K 0.24% 94
2022
Q1 		$3.3M Sell
36,281
-1,778
-5% -$168K 0.27% 72
2021
Q4 		$4.45M Buy
38,059
+4,021
+12% +$453K 0.37% 40
2021
Q3 		$3.75M Buy
34,038
+101
+0.3% +$11.8K 0.38% 46
2021
Q2 		$3.79M Buy
33,937
+825
+2% +$93.3K 0.4% 45
2021
Q1 		$3.62M Buy
33,112
+4,457
+16% +$468K 0.47% 38
2020
Q4 		$3.07M Buy
28,655
+4,561
+19% +$435K 0.45% 38
2020
Q3 		$2.07M Sell
24,094
-7
-0% -$558 0.39% 54
2020
Q2 		$1.77M Buy
24,101
+185
+0.8% +$13.9K 0.39% 56
2020
Q1 		$1.57M Buy
+23,916
New +$1.93M 0.46% 42

Other funds holding SBUX

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Independent Financial Group's SBUX Position: Q3 2026 in Review

Independent Financial Group increased its Starbucks (SBUX) stake by 18% in Q3 2026, buying an estimated $828K and bringing the position to 53,038 shares worth $4.98M. The position accounts for 0.09% of the portfolio, ranked #209.

Independent Financial Group first reported a position in SBUX in Q1 2020 and has held it in 27 quarters since. 154 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Independent Financial Group held 53,038 shares of Starbucks worth $4.98M as of Q3 2026.
  • Independent Financial Group bought 8,026 Starbucks shares in Q3 2026, an estimated $828K.
  • Starbucks made up 0.09% of Independent Financial Group's portfolio in Q3 2026, its #209 holding.
  • Independent Financial Group first reported a position in Starbucks in Q1 2020 and has held it in 27 quarters since.
  • 154 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.