Patrick M. Sweeney & Associates’s Starbucks SBUX Stock Holding History

Patrick M. Sweeney & Associates’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	$435K	Buy	4,631 +5	+0.1%	+$516	0.25%	99
2026 Q2	$473K	Buy	4,626 +1	+0%	+$101	0.27%	93
2026 Q1	$414K	Sell	4,625 -50	-1%	-$4.73K	0.27%	93
2025 Q4	$394K	Sell	4,675 -80	-2%	-$6.75K	0.25%	94
2025 Q3	$402K	Sell	4,755 -21	-0.4%	-$1.88K	0.26%	91
2025 Q2	$451K	Sell	4,776 -264	-5%	-$22.9K	0.31%	81
2025 Q1	$494K	Sell	5,040 -50	-1%	-$5.17K	0.37%	74
2024 Q4	$464K	Buy	5,090 +55	+1%	+$5.32K	0.35%	76
2024 Q3	$491K	Buy	5,035 +155	+3%	+$13.3K	0.36%	73
2024 Q2	$380K	Sell	4,880 -20	-0.4%	-$1.63K	0.31%	78
2024 Q1	$448K	Buy	4,900 +150	+3%	+$14K	0.37%	69
2023 Q4	$456K	Buy	+4,750	New	+$462K	0.42%	65

Other funds holding SBUX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Patrick M. Sweeney & Associates's SBUX Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Starbucks (SBUX) stake by 0.11% in Q3 2026, buying an estimated $516 and bringing the position to 4,631 shares worth $435K. The position accounts for 0.25% of the portfolio, ranked #99.

Patrick M. Sweeney & Associates first reported a position in SBUX in Q4 2023 and has held it in 12 quarters since. The position peaked at $494K in Q1 2025. 1,395 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

Patrick M. Sweeney & Associates held 4,631 shares of Starbucks worth $435K as of Q3 2026.
Patrick M. Sweeney & Associates bought 5 Starbucks shares in Q3 2026, an estimated $516.
Starbucks made up 0.25% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #99 holding.
Patrick M. Sweeney & Associates first reported a position in Starbucks in Q4 2023 and has held it in 12 quarters since.
Patrick M. Sweeney & Associates's Starbucks position peaked at $494K in Q1 2025.
1,395 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.