Perfromance Wealth Partners
SBUX icon

Perfromance Wealth Partners’s Starbucks SBUX Stock Holding History

Perfromance Wealth Partners’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 		$557K Buy
5,931
+671
+13% +$69.2K 0.01% 128
2026
Q2 		$538K Buy
5,260
+249
+5% +$25.1K 0.01% 133
2026
Q1 		$449K Buy
5,011
+247
+5% +$23.4K 0.01% 130
2025
Q4 		$401K Buy
4,764
+551
+13% +$46.5K 0.01% 146
2025
Q3 		$356K Buy
4,213
+30
+0.7% +$2.68K 0.01% 155
2025
Q2 		$383K Sell
4,183
-324
-7% -$28.1K 0.01% 135
2025
Q1 		$442K Buy
4,507
+156
+4% +$16.1K 0.02% 102
2024
Q4 		$397K Sell
4,351
-49
-1% -$4.74K 0.01% 117
2024
Q3 		$429K Buy
+4,400
New +$377K 0.01% 115
2024
Q1 		– Sell
-64,359
Closed -$6.18M – 181
2023
Q4 		$6.18M Sell
64,359
-12,145
-16% -$1.18M 0.27% 28
2023
Q3 		$6.98M Sell
76,504
-4,553
-6% -$447K 0.34% 29
2023
Q2 		$7.98M Sell
81,057
-4,875
-6% -$506K 0.37% 23
2023
Q1 		$8.95M Sell
85,932
-1,234
-1% -$128K 0.46% 22
2022
Q4 		$8.65M Sell
87,166
-2,819
-3% -$266K 0.52% 22
2022
Q3 		$7.58M Sell
89,985
-37
-0% -$3.14K 0.44% 22
2022
Q2 		$6.88M Sell
90,022
-3,350
-4% -$257K 0.39% 28
2022
Q1 		$8.49M Sell
93,372
-131
-0.1% -$12.4K 0.37% 28
2021
Q4 		$10.9M Buy
+93,503
New +$10.5M 0.44% 28

Other funds holding SBUX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Perfromance Wealth Partners's SBUX Position: Q3 2026 in Review

Perfromance Wealth Partners increased its Starbucks (SBUX) stake by 13% in Q3 2026, buying an estimated $69.2K and bringing the position to 5,931 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #128.

Perfromance Wealth Partners first reported a position in SBUX in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.9M in Q4 2021. 2,063 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Perfromance Wealth Partners held 5,931 shares of Starbucks worth $557K as of Q3 2026.
  • Perfromance Wealth Partners bought 671 Starbucks shares in Q3 2026, an estimated $69.2K.
  • Starbucks made up 0.01% of Perfromance Wealth Partners's portfolio in Q3 2026, its #128 holding.
  • Perfromance Wealth Partners first reported a position in Starbucks in Q4 2021 and has held it in 18 quarters since.
  • Perfromance Wealth Partners's Starbucks position peaked at $10.9M in Q4 2021.
  • 2,063 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Perfromance Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.