Mosley Wealth Management
SBUX icon

Mosley Wealth Management’s Starbucks SBUX Stock Holding History

Mosley 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 		$89K Buy
918
+139
+18% +$14.3K 0.03% 220
2026
Q2 		$79.6K Buy
779
+182
+30% +$18.3K 0.03% 215
2026
Q1 		$50.5K Buy
+597
New +$56.5K 0.02% 205

Other funds holding SBUX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Mosley Wealth Management increased its Starbucks (SBUX) stake by 18% in Q3 2026, buying an estimated $14.3K and bringing the position to 918 shares worth $89K. The position accounts for 0.03% of the portfolio, ranked #220.

Mosley Wealth Management first reported a position in SBUX in Q1 2026 and has held it in 3 quarters since. 1,491 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Mosley Wealth Management held 918 shares of Starbucks worth $89K as of Q3 2026.
  • Mosley Wealth Management bought 139 Starbucks shares in Q3 2026, an estimated $14.3K.
  • Starbucks made up 0.03% of Mosley Wealth Management's portfolio in Q3 2026, its #220 holding.
  • Mosley Wealth Management first reported a position in Starbucks in Q1 2026 and has held it in 3 quarters since.
  • 1,491 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.