ORBA Wealth Advisors
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ORBA Wealth Advisors’s Starbucks SBUX Stock Holding History

ORBA Wealth Advisors’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 		$1.37M Sell
14,629
-1,453
-9% -$150K 1.17% 25
2026
Q2 		$1.64M Buy
16,082
+12,070
+301% +$1.22M 1.41% 22
2026
Q1 		$359K Sell
4,012
-14,563
-78% -$1.38M 0.43% 54
2025
Q4 		$1.56M Buy
18,575
+14,376
+342% +$1.21M 1.36% 25
2025
Q3 		$355K Hold
4,199
– – 0.29% 60
2025
Q2 		$385K Buy
4,199
+1,844
+78% +$160K 0.35% 52
2025
Q1 		$231K Sell
2,355
-63
-3% -$6.51K 0.12% 97
2024
Q4 		$221K Sell
2,418
-549
-19% -$53.1K 0.12% 98
2024
Q3 		$289K Hold
2,967
– – 0.15% 92
2024
Q2 		$231K Sell
2,967
-118
-4% -$9.6K 0.12% 93
2024
Q1 		$282K Sell
3,085
-100
-3% -$9.3K 0.16% 83
2023
Q4 		$306K Buy
+3,185
New +$310K 0.18% 76

Other funds holding SBUX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

ORBA Wealth Advisors's SBUX Position: Q3 2026 in Review

ORBA Wealth Advisors reduced its Starbucks (SBUX) stake by 9% in Q3 2026, selling an estimated $150K and leaving 14,629 shares worth $1.37M. The position accounts for 1.17% of the portfolio, ranked #25.

ORBA Wealth Advisors first reported a position in SBUX in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.64M in Q2 2026. 993 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • ORBA Wealth Advisors held 14,629 shares of Starbucks worth $1.37M as of Q3 2026.
  • ORBA Wealth Advisors sold 1,453 Starbucks shares in Q3 2026, an estimated $150K.
  • Starbucks made up 1.17% of ORBA Wealth Advisors's portfolio in Q3 2026, its #25 holding.
  • ORBA Wealth Advisors first reported a position in Starbucks in Q4 2023 and has held it in 12 quarters since.
  • ORBA Wealth Advisors's Starbucks position peaked at $1.64M in Q2 2026.
  • 993 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on ORBA Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.