Marion Wealth Management
SBUX icon

Marion Wealth Management’s Starbucks SBUX Stock Holding History

Marion 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 		$2.63M Buy
28,008
+3
+0% +$310 0.52% 47
2026
Q2 		$2.86M Buy
28,005
+25,671
+1,100% +$2.59M 0.58% 42
2026
Q1 		$209K Buy
2,334
+4
+0.2% +$378 0.05% 142
2025
Q4 		$228K Sell
2,330
-641
-22% -$54.1K 0.05% 132
2025
Q3 		$251K Sell
2,971
-766
-20% -$68.6K 0.06% 121
2025
Q2 		$342K Buy
3,737
+4
+0.1% +$347 0.09% 102
2025
Q1 		$366K Sell
3,733
-493
-12% -$51K 0.1% 95
2024
Q4 		$386K Sell
4,226
-56
-1% -$5.42K 0.1% 97
2024
Q3 		$417K Sell
4,282
-2
-0% -$172 0.11% 96
2024
Q2 		$333K Sell
4,284
-175
-4% -$14.3K 0.1% 99
2024
Q1 		$408K Sell
4,459
-369
-8% -$34.3K 0.12% 96
2023
Q4 		$464K Sell
4,828
-16,909
-78% -$1.65M 0.15% 86
2023
Q3 		$1.98M Buy
21,737
+590
+3% +$57.9K 0.7% 36
2023
Q2 		$2.09M Buy
21,147
+442
+2% +$45.9K 0.74% 34
2023
Q1 		$2.16M Sell
20,705
-660
-3% -$68.7K 0.8% 28
2022
Q4 		$2.12M Buy
21,365
+2,089
+11% +$197K 0.89% 27
2022
Q3 		$1.62M Buy
19,276
+1,557
+9% +$132K 0.83% 26
2022
Q2 		$1.35M Buy
17,719
+4,396
+33% +$338K 0.71% 35
2022
Q1 		$1.21M Buy
13,323
+524
+4% +$49.4K 0.59% 40
2021
Q4 		$1.5M Buy
+12,799
New +$1.44M 0.71% 31

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

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

Marion Wealth Management increased its Starbucks (SBUX) stake by 0.01% in Q3 2026, buying an estimated $310 and bringing the position to 28,008 shares worth $2.63M. The position accounts for 0.52% of the portfolio, ranked #47.

Marion Wealth Management first reported a position in SBUX in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.86M in Q2 2026. 1,588 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Marion Wealth Management held 28,008 shares of Starbucks worth $2.63M as of Q3 2026.
  • Marion Wealth Management bought 3 Starbucks shares in Q3 2026, an estimated $310.
  • Starbucks made up 0.52% of Marion Wealth Management's portfolio in Q3 2026, its #47 holding.
  • Marion Wealth Management first reported a position in Starbucks in Q4 2021 and has held it in 20 quarters since.
  • Marion Wealth Management's Starbucks position peaked at $2.86M in Q2 2026.
  • 1,588 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.