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

Martel 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 		– Sell
-2,011
Closed -$206K – 63
2026
Q2 		$206K Buy
+2,011
New +$203K 0.03% 59
2025
Q2 		– Sell
-2,487
Closed -$244K – 72
2025
Q1 		$244K Buy
+2,487
New +$257K 0.05% 63
2024
Q4 		– Sell
-2,071
Closed -$200K – 74
2024
Q3 		$200K Sell
2,071
-813
-28% -$69.8K 0.04% 53
2024
Q2 		$224K Buy
2,884
+12
+0.4% +$977 0.05% 48
2024
Q1 		$262K Sell
2,872
-10
-0.3% -$930 0.06% 45
2023
Q4 		$277K Buy
2,882
+468
+19% +$45.6K 0.06% 43
2023
Q3 		$220K Buy
2,414
+9
+0.4% +$883 0.05% 49
2023
Q2 		$238K Buy
2,405
+8
+0.3% +$830 0.06% 50
2023
Q1 		$250K Buy
+2,397
New +$249K 0.06% 44

Other funds holding SBUX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Martel Wealth Advisors sold out of Starbucks (SBUX) in Q3 2026, closing a stake of 2,011 shares — an estimated $206K sold.

Martel Wealth Advisors first reported a position in SBUX in Q1 2023 and held it in 9 quarters. The position peaked at $277K in Q4 2023. 1,873 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Martel Wealth Advisors reported no remaining Starbucks position as of Q3 2026 after selling out during the quarter.
  • Martel Wealth Advisors sold 2,011 Starbucks shares in Q3 2026, an estimated $206K.
  • Martel Wealth Advisors first reported a position in Starbucks in Q1 2023 and held it in 9 quarters.
  • Martel Wealth Advisors's Starbucks position peaked at $277K in Q4 2023.
  • 1,873 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Martel Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.