MFG Wealth Management
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MFG Wealth Management’s Starbucks SBUX Stock Holding History

MFG 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 		$3.14M Buy
33,422
+5,374
+19% +$555K 2.28% 10
2026
Q2 		$2.87M Sell
28,048
-16
-0.1% -$1.61K 2.05% 18
2026
Q1 		$2.51M Buy
28,064
+14,058
+100% +$1.33M 2.08% 16
2025
Q4 		$1.18M Buy
+14,006
New +$1.18M 0.92% 51

Other funds holding SBUX

Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

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

MFG Wealth Management increased its Starbucks (SBUX) stake by 19% in Q3 2026, buying an estimated $555K and bringing the position to 33,422 shares worth $3.14M. The position accounts for 2.28% of the portfolio, ranked #10.

MFG Wealth Management first reported a position in SBUX in Q4 2025 and has held it in 4 quarters since. 520 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • MFG Wealth Management held 33,422 shares of Starbucks worth $3.14M as of Q3 2026.
  • MFG Wealth Management bought 5,374 Starbucks shares in Q3 2026, an estimated $555K.
  • Starbucks made up 2.28% of MFG Wealth Management's portfolio in Q3 2026, its #10 holding.
  • MFG Wealth Management first reported a position in Starbucks in Q4 2025 and has held it in 4 quarters since.
  • 520 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on MFG Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.