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MJT & Associates Financial Advisory’s Starbucks SBUX Stock Holding History

MJT & Associates Financial Advisory’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 		$7.33K Sell
78
-19
-20% -$1.96K ﹤0.01% 229
2026
Q2 		$9.91K Buy
97
+19
+24% +$1.91K 0.01% 205
2026
Q1 		$6.99K Hold
78
– – 0.01% 230
2025
Q4 		$6.57K Hold
78
– – ﹤0.01% 248
2025
Q3 		$6.6K Hold
78
– – 0.01% 256
2025
Q2 		$7.15K Hold
78
– – 0.01% 257
2025
Q1 		$7.65K Buy
+78
New +$8.06K 0.01% 247

Other funds holding SBUX

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

MJT & Associates Financial Advisory's SBUX Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its Starbucks (SBUX) stake by 20% in Q3 2026, selling an estimated $1.96K and leaving 78 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

MJT & Associates Financial Advisory first reported a position in SBUX in Q1 2025 and has held it in 7 quarters since. The position peaked at $9.91K in Q2 2026. 114 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • MJT & Associates Financial Advisory held 78 shares of Starbucks worth $7.33K as of Q3 2026.
  • MJT & Associates Financial Advisory sold 19 Starbucks shares in Q3 2026, an estimated $1.96K.
  • Starbucks made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #229 holding.
  • MJT & Associates Financial Advisory first reported a position in Starbucks in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Starbucks position peaked at $9.91K in Q2 2026.
  • 114 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.