Mitchell & Pahl Private Wealth’s Starbucks SBUX Stock Holding History

Mitchell & Pahl Private 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	$2.24M	Buy	23,822 +979	+4%	+$101K	0.81%	53
2026 Q2	$2.33M	Buy	22,843 +703	+3%	+$70.8K	0.86%	50
2026 Q1	$1.98M	Buy	22,140 +1,526	+7%	+$144K	0.81%	52
2025 Q4	$1.74M	Buy	20,614 +675	+3%	+$56.9K	0.72%	56
2025 Q3	$1.69M	Buy	19,939 +534	+3%	+$47.8K	0.71%	53
2025 Q2	$1.78M	Buy	19,405 +1,106	+6%	+$95.8K	0.79%	49
2025 Q1	$1.79M	Buy	18,299 +635	+4%	+$65.6K	0.84%	46
2024 Q4	$1.61M	Buy	17,664 +1,214	+7%	+$117K	0.75%	52
2024 Q3	$1.6M	Buy	16,450 +1,742	+12%	+$149K	0.75%	49
2024 Q2	$1.15M	Buy	14,708 +622	+4%	+$50.7K	0.6%	60
2024 Q1	$1.29M	Buy	14,086 +919	+7%	+$85.5K	0.68%	56
2023 Q4	$1.26M	Sell	13,167 -322	-2%	-$31.3K	0.72%	51
2023 Q3	$1.23M	Buy	13,489 +1,655	+14%	+$162K	0.73%	48
2023 Q2	$1.17M	Buy	11,834 +679	+6%	+$70.5K	0.71%	48
2023 Q1	$1.16M	Buy	11,155 +566	+5%	+$58.9K	0.73%	48
2022 Q4	$1.05M	Buy	10,589 +495	+5%	+$46.7K	0.69%	51
2022 Q3	$851K	Buy	10,094 +1,350	+15%	+$115K	0.63%	52
2022 Q2	$668K	Buy	8,744 +1,731	+25%	+$133K	0.46%	81
2022 Q1	$638K	Buy	7,013 +1,423	+25%	+$134K	0.41%	84
2021 Q4	$654K	Buy	5,590 +567	+11%	+$63.9K	0.42%	76
2021 Q3	$554K	Buy	5,023 +104	+2%	+$12.2K	0.4%	83
2021 Q2	$550K	Buy	4,919 +501	+11%	+$56.6K	0.39%	82
2021 Q1	$483K	Buy	4,418 +467	+12%	+$49K	0.37%	89
2020 Q4	$423K	Buy	+3,951	New	+$377K	0.36%	87

Other funds holding SBUX

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Mitchell & Pahl Private Wealth's SBUX Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth increased its Starbucks (SBUX) stake by 4.3% in Q3 2026, buying an estimated $101K and bringing the position to 23,822 shares worth $2.24M. The position accounts for 0.81% of the portfolio, ranked #53.

Mitchell & Pahl Private Wealth first reported a position in SBUX in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.33M in Q2 2026. 687 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

Mitchell & Pahl Private Wealth held 23,822 shares of Starbucks worth $2.24M as of Q3 2026.
Mitchell & Pahl Private Wealth bought 979 Starbucks shares in Q3 2026, an estimated $101K.
Starbucks made up 0.81% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #53 holding.
Mitchell & Pahl Private Wealth first reported a position in Starbucks in Q4 2020 and has held it in 24 quarters since.
Mitchell & Pahl Private Wealth's Starbucks position peaked at $2.33M in Q2 2026.
687 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.