Lineweaver Wealth Advisors
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Lineweaver Wealth Advisors’s Starbucks SBUX Stock Holding History

Lineweaver Wealth 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 		$257K Buy
2,737
+78
+3% +$8.05K 0.03% 166
2026
Q2 		$272K Buy
2,659
+123
+5% +$12.4K 0.03% 161
2026
Q1 		$227K Sell
2,536
-99
-4% -$9.36K 0.03% 156
2025
Q4 		$222K Buy
2,635
+103
+4% +$8.69K 0.03% 172
2025
Q3 		$214K Sell
2,532
-105
-4% -$9.4K 0.03% 161
2025
Q2 		$242K Buy
2,637
+79
+3% +$6.85K 0.04% 144
2025
Q1 		$251K Buy
+2,558
New +$264K 0.04% 131
2024
Q1 		– Sell
-2,838
Closed -$273K – 132
2023
Q4 		$273K Sell
2,838
-103
-4% -$10K 0.07% 115
2023
Q3 		$269K Buy
2,941
+101
+4% +$9.9K 0.08% 120
2023
Q2 		$281K Sell
2,840
-110
-4% -$11.4K 0.08% 104
2023
Q1 		$307K Sell
2,950
-99
-3% -$10.3K 0.09% 106
2022
Q4 		$302K Sell
3,049
-7,330
-71% -$692K 0.09% 105
2022
Q3 		$874K Buy
10,379
+1,232
+13% +$105K 0.28% 64
2022
Q2 		$698K Sell
9,147
-336
-4% -$25.8K 0.23% 73
2022
Q1 		$862K Buy
9,483
+513
+6% +$48.4K 0.25% 70
2021
Q4 		$1.05M Sell
8,970
-143
-2% -$16.1K 0.3% 53
2021
Q3 		$1M Buy
9,113
+442
+5% +$51.8K 0.31% 52
2021
Q2 		$969K Buy
8,671
+138
+2% +$15.6K 0.32% 47
2021
Q1 		$932K Buy
8,533
+1,894
+29% +$199K 0.33% 45
2020
Q4 		$710K Buy
6,639
+490
+8% +$46.8K 0.28% 43
2020
Q3 		$528K Buy
6,149
+660
+12% +$52.6K 0.24% 50
2020
Q2 		$403K Buy
5,489
+140
+3% +$10.5K 0.2% 51
2020
Q1 		$346K Sell
5,349
-196
-4% -$15.9K 0.22% 51
2019
Q4 		$487K Buy
+5,545
New +$473K 0.27% 36

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

Lineweaver Wealth Advisors's SBUX Position: Q3 2026 in Review

Lineweaver Wealth Advisors increased its Starbucks (SBUX) stake by 2.9% in Q3 2026, buying an estimated $8.05K and bringing the position to 2,737 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #166.

Lineweaver Wealth Advisors first reported a position in SBUX in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.05M in Q4 2021. 1,491 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Lineweaver Wealth Advisors held 2,737 shares of Starbucks worth $257K as of Q3 2026.
  • Lineweaver Wealth Advisors bought 78 Starbucks shares in Q3 2026, an estimated $8.05K.
  • Starbucks made up 0.03% of Lineweaver Wealth Advisors's portfolio in Q3 2026, its #166 holding.
  • Lineweaver Wealth Advisors first reported a position in Starbucks in Q4 2019 and has held it in 24 quarters since.
  • Lineweaver Wealth Advisors's Starbucks position peaked at $1.05M in Q4 2021.
  • 1,491 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.