Maia Wealth’s Starbucks SBUX Stock Holding History

Maia Wealth’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	$226K	Sell	2,401 -3,157	-57%	-$326K	0.03%	326
2026 Q2	$568K	Sell	5,558 -2,658	-32%	-$268K	0.08%	206
2026 Q1	$736K	Sell	8,216 -3,333	-29%	-$315K	0.12%	173
2025 Q4	$1.12M	Sell	11,549 -1,962	-15%	-$166K	0.19%	128
2025 Q3	$1.14M	Sell	13,511 -4,003	-23%	-$358K	0.19%	127
2025 Q2	$1.6M	Sell	17,514 -2,444	-12%	-$212K	0.31%	88
2025 Q1	$1.71M	Sell	19,958 -670	-3%	-$69.3K	0.39%	69
2024 Q4	$2.06M	Buy	20,628 +2,046	+11%	+$198K	0.44%	52
2024 Q3	$1.81M	Buy	18,582 +7,596	+69%	+$652K	0.45%	57
2024 Q2	$799K	Buy	+10,986	New	+$895K	0.24%	87
2023 Q4	$241K	Buy	+2,506	New	+$244K	0.1%	166

Other funds holding SBUX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Maia Wealth's SBUX Position: Q3 2026 in Review

Maia Wealth reduced its Starbucks (SBUX) stake by 57% in Q3 2026, selling an estimated $326K and leaving 2,401 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #326.

Maia Wealth first reported a position in SBUX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.06M in Q4 2024. 1,395 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

Maia Wealth held 2,401 shares of Starbucks worth $226K as of Q3 2026.
Maia Wealth sold 3,157 Starbucks shares in Q3 2026, an estimated $326K.
Starbucks made up 0.03% of Maia Wealth's portfolio in Q3 2026, its #326 holding.
Maia Wealth first reported a position in Starbucks in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's Starbucks position peaked at $2.06M in Q4 2024.
1,395 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.