Key Financial Inc
SBUX icon

Key Financial Inc’s Starbucks SBUX Stock Holding History

Key Financial Inc’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 		$357K Sell
3,798
-82
-2% -$8.46K 0.06% 222
2026
Q2 		$396K Buy
3,880
+544
+16% +$54.8K 0.06% 215
2026
Q1 		$299K Buy
3,336
+51
+2% +$4.82K 0.05% 240
2025
Q4 		$277K Sell
3,285
-390
-11% -$32.9K 0.05% 242
2025
Q3 		$310K Buy
3,675
+488
+15% +$43.7K 0.06% 231
2025
Q2 		$292K Sell
3,187
-150
-4% -$13K 0.06% 228
2025
Q1 		$327K Hold
3,337
– – 0.07% 204
2024
Q4 		$305K Hold
3,337
– – 0.07% 199
2024
Q3 		$325K Buy
3,337
+184
+6% +$15.8K 0.07% 199
2024
Q2 		$245K Buy
3,153
+150
+5% +$12.2K 0.06% 213
2024
Q1 		$274K Hold
3,003
– – 0.07% 198
2023
Q4 		$288K Hold
3,003
– – 0.08% 180
2023
Q3 		$274K Buy
3,003
+26
+0.9% +$2.55K 0.09% 171
2023
Q2 		$295K Buy
2,977
+75
+3% +$7.78K 0.1% 161
2023
Q1 		$302K Hold
2,902
– – 0.11% 150
2022
Q4 		$245K Hold
2,902
– – 0.12% 142
2022
Q3 		$245K Buy
2,902
+93
+3% +$7.9K 0.12% 144
2022
Q2 		$223K Sell
2,809
-144
-5% -$11.1K 0.12% 140
2022
Q1 		$269K Buy
2,953
+240
+9% +$22.6K 0.13% 125
2021
Q4 		$317K Buy
2,713
+81
+3% +$9.13K 0.16% 111
2021
Q3 		$290K Hold
2,632
– – 0.16% 113
2021
Q2 		$320K Buy
2,632
+250
+10% +$28.3K 0.18% 108
2021
Q1 		$260K Buy
2,382
+150
+7% +$15.7K 0.17% 117
2020
Q4 		$239K Sell
2,232
-300
-12% -$28.6K 0.18% 107
2020
Q3 		$218K Buy
+2,532
New +$202K 0.22% 103
2020
Q2 		– Sell
-2,532
Closed -$172K – 520
2020
Q1 		$172K Hold
2,532
– – 0.18% 103
2019
Q4 		$223K Buy
+2,532
New +$216K 0.21% 102

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

Key Financial Inc's SBUX Position: Q3 2026 in Review

Key Financial Inc reduced its Starbucks (SBUX) stake by 2.1% in Q3 2026, selling an estimated $8.46K and leaving 3,798 shares worth $357K. The position accounts for 0.06% of the portfolio, ranked #222.

Key Financial Inc first reported a position in SBUX in Q4 2019 and has held it in 27 quarters since. The position peaked at $396K in Q2 2026. 1,605 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Key Financial Inc held 3,798 shares of Starbucks worth $357K as of Q3 2026.
  • Key Financial Inc sold 82 Starbucks shares in Q3 2026, an estimated $8.46K.
  • Starbucks made up 0.06% of Key Financial Inc's portfolio in Q3 2026, its #222 holding.
  • Key Financial Inc first reported a position in Starbucks in Q4 2019 and has held it in 27 quarters since.
  • Key Financial Inc's Starbucks position peaked at $396K in Q2 2026.
  • 1,605 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.