LA
SBUX icon

Latitude Advisors’s Starbucks SBUX Stock Holding History

Latitude Advisors’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 		$220K Buy
2,338
+1
+0% +$103 0.07% 235
2026
Q2 		$239K Hold
2,337
– – 0.1% 219
2026
Q1 		$209K Buy
+2,337
New +$221K 0.1% 208
2025
Q4 		– Sell
-2,675
Closed -$226K – 234
2025
Q3 		$226K Sell
2,675
-712
-21% -$63.7K 0.1% 196
2025
Q2 		$310K Sell
3,387
-20
-0.6% -$1.73K 0.16% 146
2025
Q1 		$334K Sell
3,407
-333
-9% -$34.4K 0.19% 127
2024
Q4 		$341K Sell
3,740
-23
-0.6% -$2.22K 0.19% 118
2024
Q3 		$367K Sell
3,763
-318
-8% -$27.3K 0.21% 112
2024
Q2 		$318K Buy
4,081
+292
+8% +$23.8K 0.19% 111
2024
Q1 		$346K Sell
3,789
-265
-7% -$24.6K 0.22% 107
2023
Q4 		$389K Sell
4,054
-222
-5% -$21.6K 0.27% 98
2023
Q3 		$390K Sell
4,276
-20
-0.5% -$1.96K 0.28% 88
2023
Q2 		$426K Buy
4,296
+1,728
+67% +$179K 0.3% 81
2023
Q1 		$267K Sell
2,568
-221
-8% -$23K 0.19% 126
2022
Q4 		$277K Sell
2,789
-496
-15% -$46.8K 0.21% 118
2022
Q3 		$277K Sell
3,285
-14
-0.4% -$1.19K 0.23% 104
2022
Q2 		$252K Sell
3,299
-4,973
-60% -$382K 0.23% 109
2022
Q1 		$753K Buy
8,272
+5,449
+193% +$514K 0.17% 126
2021
Q4 		$330K Hold
2,823
– – 0.09% 212
2021
Q3 		$311K Buy
+2,823
New +$331K 0.1% 202

Other funds holding SBUX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Latitude Advisors's SBUX Position: Q3 2026 in Review

Latitude Advisors increased its Starbucks (SBUX) stake by 0.04% in Q3 2026, buying an estimated $103 and bringing the position to 2,338 shares worth $220K. The position accounts for 0.07% of the portfolio, ranked #235.

Latitude Advisors first reported a position in SBUX in Q3 2021 and has held it in 20 quarters since. The position peaked at $753K in Q1 2022. 1,469 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Latitude Advisors held 2,338 shares of Starbucks worth $220K as of Q3 2026.
  • Latitude Advisors bought 1 Starbucks share in Q3 2026, an estimated $103.
  • Starbucks made up 0.07% of Latitude Advisors's portfolio in Q3 2026, its #235 holding.
  • Latitude Advisors first reported a position in Starbucks in Q3 2021 and has held it in 20 quarters since.
  • Latitude Advisors's Starbucks position peaked at $753K in Q1 2022.
  • 1,469 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.