Lantz Financial
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Lantz Financial’s Starbucks SBUX Stock Holding History

Lantz Financial’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 		$1.52M Sell
16,185
-232
-1% -$23.9K 0.28% 86
2026
Q2 		$1.68M Sell
16,417
-937
-5% -$94.4K 0.31% 90
2026
Q1 		$1.55M Buy
17,354
+148
+0.9% +$14K 0.32% 85
2025
Q4 		$1.45M Sell
17,206
-627
-4% -$52.9K 0.31% 89
2025
Q3 		$1.51M Buy
17,833
+13,840
+347% +$1.24M 0.33% 86
2025
Q2 		$366K Buy
3,993
+318
+9% +$27.6K 0.09% 167
2025
Q1 		$360K Buy
3,675
+793
+28% +$82K 0.1% 164
2024
Q4 		$263K Sell
2,882
-447
-13% -$43.2K 0.07% 190
2024
Q3 		$325K Buy
+3,329
New +$286K 0.09% 172
2023
Q2 		– Sell
-2,050
Closed -$213K – 196
2023
Q1 		$213K Sell
2,050
-204
-9% -$21.2K 0.09% 174
2022
Q4 		$224K Buy
+2,254
New +$213K 0.1% 164
2022
Q1 		– Sell
-2,538
Closed -$297K – 176
2021
Q4 		$297K Buy
2,538
+42
+2% +$4.74K 0.14% 128
2021
Q3 		$275K Sell
2,496
-518
-17% -$60.6K 0.14% 129
2021
Q2 		$337K Buy
3,014
+1
+0% +$113 0.17% 112
2021
Q1 		$329K Buy
3,013
+444
+17% +$46.6K 0.19% 100
2020
Q4 		$275K Buy
+2,569
New +$245K 0.17% 102

Other funds holding SBUX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Lantz Financial's SBUX Position: Q3 2026 in Review

Lantz Financial reduced its Starbucks (SBUX) stake by 1.4% in Q3 2026, selling an estimated $23.9K and leaving 16,185 shares worth $1.52M. The position accounts for 0.28% of the portfolio, ranked #86.

Lantz Financial first reported a position in SBUX in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.68M in Q2 2026. 993 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Lantz Financial held 16,185 shares of Starbucks worth $1.52M as of Q3 2026.
  • Lantz Financial sold 232 Starbucks shares in Q3 2026, an estimated $23.9K.
  • Starbucks made up 0.28% of Lantz Financial's portfolio in Q3 2026, its #86 holding.
  • Lantz Financial first reported a position in Starbucks in Q4 2020 and has held it in 16 quarters since.
  • Lantz Financial's Starbucks position peaked at $1.68M in Q2 2026.
  • 993 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.