Jeppson Wealth Management
SBUX icon

Jeppson Wealth Management’s Starbucks SBUX Stock Holding History

Jeppson 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 		$543K Sell
5,779
-4
-0.1% -$413 0.15% 129
2026
Q2 		$591K Sell
5,783
-61
-1% -$6.14K 0.17% 119
2026
Q1 		$524K Sell
5,844
-513
-8% -$48.5K 0.16% 118
2025
Q4 		$535K Sell
6,357
-138
-2% -$11.6K 0.17% 115
2025
Q3 		$549K Buy
6,495
+140
+2% +$12.5K 0.18% 114
2025
Q2 		$582K Sell
6,355
-217
-3% -$18.8K 0.2% 109
2025
Q1 		$645K Sell
6,572
-140
-2% -$14.5K 0.24% 99
2024
Q4 		$612K Sell
6,712
-18
-0.3% -$1.74K 0.22% 100
2024
Q3 		$656K Sell
6,730
-617
-8% -$52.9K 0.24% 97
2024
Q2 		$572K Buy
7,347
+956
+15% +$77.9K 0.22% 104
2024
Q1 		$584K Buy
6,391
+754
+13% +$70.1K 0.23% 104
2023
Q4 		$541K Sell
5,637
-265
-4% -$25.8K 0.22% 102
2023
Q3 		$539K Hold
5,902
– – 0.25% 99
2023
Q2 		$585K Sell
5,902
-525
-8% -$54.5K 0.25% 95
2023
Q1 		$669K Sell
6,427
-359
-5% -$37.4K 0.29% 87
2022
Q4 		$673K Sell
6,786
-261
-4% -$24.6K 0.28% 81
2022
Q3 		$594K Sell
7,047
-510
-7% -$43.3K 0.27% 86
2022
Q2 		$577K Buy
7,557
+2,147
+40% +$165K 0.25% 91
2022
Q1 		$492K Buy
5,410
+584
+12% +$55.1K 0.23% 99
2021
Q4 		$564K Sell
4,826
-30
-0.6% -$3.38K 0.27% 83
2021
Q3 		$535K Buy
4,856
+200
+4% +$23.4K 0.28% 80
2021
Q2 		$520K Sell
4,656
-10
-0.2% -$1.13K 0.28% 79
2021
Q1 		$509K Sell
4,666
-65
-1% -$6.82K 0.3% 74
2020
Q4 		$506K Sell
4,731
-245
-5% -$23.4K 0.34% 72
2020
Q3 		$428K Buy
+4,976
New +$397K 0.34% 74

Other funds holding SBUX

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

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

Jeppson Wealth Management reduced its Starbucks (SBUX) stake by 0.07% in Q3 2026, selling an estimated $413 and leaving 5,779 shares worth $543K. The position accounts for 0.15% of the portfolio, ranked #129.

Jeppson Wealth Management first reported a position in SBUX in Q3 2020 and has held it in 25 quarters since. The position peaked at $673K in Q4 2022. 1,605 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Jeppson Wealth Management held 5,779 shares of Starbucks worth $543K as of Q3 2026.
  • Jeppson Wealth Management sold 4 Starbucks shares in Q3 2026, an estimated $413.
  • Starbucks made up 0.15% of Jeppson Wealth Management's portfolio in Q3 2026, its #129 holding.
  • Jeppson Wealth Management first reported a position in Starbucks in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Starbucks position peaked at $673K in Q4 2022.
  • 1,605 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.