NWF Advisory Services
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NWF Advisory Services’s Starbucks SBUX Stock Holding History

NWF Advisory Services’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 		$400K Sell
4,252
-250
-6% -$25.8K 0.04% 253
2026
Q2 		$460K Hold
4,502
– – 0.04% 237
2026
Q1 		$403K Buy
4,502
+153
+4% +$14.5K 0.05% 238
2025
Q4 		$366K Buy
4,349
+109
+3% +$9.2K 0.04% 249
2025
Q3 		$359K Sell
4,240
-1,596
-27% -$143K 0.04% 261
2025
Q2 		$535K Buy
5,836
+158
+3% +$13.7K 0.06% 199
2025
Q1 		$557K Sell
5,678
-5,700
-50% -$589K 0.08% 163
2024
Q4 		$1.04M Buy
11,378
+7,089
+165% +$686K 0.15% 87
2024
Q3 		$418K Sell
4,289
-171
-4% -$14.7K 0.06% 191
2024
Q2 		$347K Sell
4,460
-286
-6% -$23.3K 0.06% 200
2024
Q1 		$434K Buy
4,746
+28
+0.6% +$2.6K 0.07% 176
2023
Q4 		$453K Buy
4,718
+1
+0% +$97 0.09% 158
2023
Q3 		$431K Sell
4,717
-61
-1% -$5.99K 0.1% 148
2023
Q2 		$473K Hold
4,778
– – 0.11% 145
2023
Q1 		$473K Buy
+4,778
New +$497K 0.11% 144

Other funds holding SBUX

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
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
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

NWF Advisory Services's SBUX Position: Q3 2026 in Review

NWF Advisory Services reduced its Starbucks (SBUX) stake by 5.6% in Q3 2026, selling an estimated $25.8K and leaving 4,252 shares worth $400K. The position accounts for 0.04% of the portfolio, ranked #253.

NWF Advisory Services first reported a position in SBUX in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.04M in Q4 2024. 687 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • NWF Advisory Services held 4,252 shares of Starbucks worth $400K as of Q3 2026.
  • NWF Advisory Services sold 250 Starbucks shares in Q3 2026, an estimated $25.8K.
  • Starbucks made up 0.04% of NWF Advisory Services's portfolio in Q3 2026, its #253 holding.
  • NWF Advisory Services first reported a position in Starbucks in Q1 2023 and has held it in 15 quarters since.
  • NWF Advisory Services's Starbucks position peaked at $1.04M in Q4 2024.
  • 687 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.