Jamison Private Wealth Management’s Starbucks SBUX Stock Holding History

Jamison Private 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	$1.69M	Buy	17,965 +186	+1%	+$19.2K	0.17%	103
2026 Q2	$1.82M	Buy	17,779 +894	+5%	+$90K	0.18%	95
2026 Q1	$1.51M	Buy	16,885 +2,123	+14%	+$201K	0.18%	101
2025 Q4	$1.24M	Buy	14,762 +3,424	+30%	+$289K	0.15%	112
2025 Q3	$959K	Sell	11,338 -447	-4%	-$40K	0.12%	116
2025 Q2	$1.08M	Buy	11,785 +1,630	+16%	+$141K	0.16%	100
2025 Q1	$996K	Sell	10,155 -146	-1%	-$15.1K	0.15%	107
2024 Q4	$940K	Buy	10,301 +485	+5%	+$46.9K	0.14%	112
2024 Q3	$957K	Buy	9,816 +1,354	+16%	+$116K	0.15%	106
2024 Q2	$659K	Buy	8,462 +59	+0.7%	+$4.8K	0.11%	112
2024 Q1	$768K	Buy	8,403 +114	+1%	+$10.6K	0.13%	109
2023 Q4	$796K	Sell	8,289 -387	-4%	-$37.7K	0.15%	103
2023 Q3	$792K	Buy	+8,676	New	+$852K	0.16%	102

Other funds holding SBUX

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

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

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

MAA

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Jamison Private Wealth Management's SBUX Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Starbucks (SBUX) stake by 1% in Q3 2026, buying an estimated $19.2K and bringing the position to 17,965 shares worth $1.69M. The position accounts for 0.17% of the portfolio, ranked #103.

Jamison Private Wealth Management first reported a position in SBUX in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.82M in Q2 2026. 255 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

Jamison Private Wealth Management held 17,965 shares of Starbucks worth $1.69M as of Q3 2026.
Jamison Private Wealth Management bought 186 Starbucks shares in Q3 2026, an estimated $19.2K.
Starbucks made up 0.17% of Jamison Private Wealth Management's portfolio in Q3 2026, its #103 holding.
Jamison Private Wealth Management first reported a position in Starbucks in Q3 2023 and has held it in 13 quarters since.
Jamison Private Wealth Management's Starbucks position peaked at $1.82M in Q2 2026.
255 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.