Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s Starbucks SBUX Stock Holding History

Pinnacle Wealth Planning 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 		$290K Sell
3,088
-16
-0.5% -$1.65K 0.03% 362
2026
Q2 		$317K Buy
3,104
+77
+3% +$7.75K 0.03% 347
2026
Q1 		$271K Sell
3,027
-736
-20% -$69.6K 0.03% 371
2025
Q4 		$317K Sell
3,763
-3,007
-44% -$254K 0.03% 304
2025
Q3 		$573K Sell
6,770
-113
-2% -$10.1K 0.07% 183
2025
Q2 		$631K Buy
6,883
+220
+3% +$19.1K 0.08% 154
2025
Q1 		$654K Buy
6,663
+896
+16% +$92.6K 0.1% 126
2024
Q4 		$526K Buy
5,767
+218
+4% +$21.1K 0.08% 151
2024
Q3 		$541K Buy
5,549
+821
+17% +$70.4K 0.07% 179
2024
Q2 		$368K Sell
4,728
-680
-13% -$55.4K 0.05% 232
2024
Q1 		$494K Sell
5,408
-18
-0.3% -$1.67K 0.07% 194
2023
Q4 		$521K Sell
5,426
-133
-2% -$12.9K 0.08% 170
2023
Q3 		$507K Buy
5,559
+6
+0.1% +$589 0.08% 157
2023
Q2 		$550K Sell
5,553
-338
-6% -$35.1K 0.09% 155
2023
Q1 		$613K Buy
5,891
+12
+0.2% +$1.25K 0.1% 141
2022
Q4 		$583K Sell
5,879
-406
-6% -$38.3K 0.1% 139
2022
Q3 		$530K Sell
6,285
-190
-3% -$16.1K 0.1% 133
2022
Q2 		$495K Buy
6,475
+3,059
+90% +$235K 0.09% 157
2022
Q1 		$311K Sell
3,416
-850
-20% -$80.2K 0.06% 265
2021
Q4 		$499K Sell
4,266
-1,100
-20% -$124K 0.1% 155
2021
Q3 		$592K Buy
5,366
+1,392
+35% +$163K 0.13% 121
2021
Q2 		$444K Buy
3,974
+41
+1% +$4.64K 0.1% 159
2021
Q1 		$430K Buy
3,933
+410
+12% +$43K 0.11% 152
2020
Q4 		$376K Sell
3,523
-56
-2% -$5.35K 0.09% 150
2020
Q3 		$308K Buy
3,579
+262
+8% +$20.9K 0.1% 165
2020
Q2 		$244K Sell
3,317
-427
-11% -$32.1K 0.08% 187
2020
Q1 		$245K Buy
3,744
+836
+29% +$67.6K 0.12% 160
2019
Q4 		$255K Buy
2,908
+475
+20% +$40.5K 0.12% 176
2019
Q3 		$215K Buy
+2,433
New +$226K 0.12% 170

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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Pinnacle Wealth Planning Services's SBUX Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Starbucks (SBUX) stake by 0.52% in Q3 2026, selling an estimated $1.65K and leaving 3,088 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #362.

Pinnacle Wealth Planning Services first reported a position in SBUX in Q3 2019 and has held it in 29 quarters since. The position peaked at $654K in Q1 2025. 842 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Pinnacle Wealth Planning Services held 3,088 shares of Starbucks worth $290K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 16 Starbucks shares in Q3 2026, an estimated $1.65K.
  • Starbucks made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #362 holding.
  • Pinnacle Wealth Planning Services first reported a position in Starbucks in Q3 2019 and has held it in 29 quarters since.
  • Pinnacle Wealth Planning Services's Starbucks position peaked at $654K in Q1 2025.
  • 842 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.