LeConte Wealth Management
SBUX icon

LeConte Wealth Management’s Starbucks SBUX Stock Holding History

LeConte 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 		$263K Buy
2,795
+374
+15% +$38.6K 0.14% 136
2026
Q2 		$247K Buy
2,421
+163
+7% +$16.4K 0.13% 126
2026
Q1 		$202K Buy
+2,258
New +$214K 0.13% 142

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

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

LeConte Wealth Management increased its Starbucks (SBUX) stake by 15% in Q3 2026, buying an estimated $38.6K and bringing the position to 2,795 shares worth $263K. The position accounts for 0.14% of the portfolio, ranked #136.

LeConte Wealth Management first reported a position in SBUX in Q1 2026 and has held it in 3 quarters since. 1,605 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • LeConte Wealth Management held 2,795 shares of Starbucks worth $263K as of Q3 2026.
  • LeConte Wealth Management bought 374 Starbucks shares in Q3 2026, an estimated $38.6K.
  • Starbucks made up 0.14% of LeConte Wealth Management's portfolio in Q3 2026, its #136 holding.
  • LeConte Wealth Management first reported a position in Starbucks in Q1 2026 and has held it in 3 quarters since.
  • 1,605 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

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