Powers Advisory Group
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Powers Advisory Group’s Starbucks SBUX Stock Holding History

Powers Advisory Group’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 		$758K Sell
8,068
-131
-2% -$13.5K 0.23% 58
2026
Q2 		$838K Sell
8,199
-234
-3% -$23.6K 0.26% 58
2026
Q1 		$755K Sell
8,433
-234
-3% -$22.1K 0.27% 56
2025
Q4 		$730K Buy
8,667
+237
+3% +$20K 0.27% 56
2025
Q3 		$713K Sell
8,430
-287
-3% -$25.7K 0.28% 55
2025
Q2 		$799K Buy
8,717
+20
+0.2% +$1.73K 0.35% 45
2025
Q1 		$853K Buy
8,697
+650
+8% +$67.2K 0.41% 44
2024
Q4 		$734K Buy
8,047
+137
+2% +$13.3K 0.37% 46
2024
Q3 		$771K Buy
7,910
+35
+0.4% +$3K 0.38% 42
2024
Q2 		$613K Buy
7,875
+582
+8% +$47.4K 0.33% 49
2024
Q1 		$666K Buy
7,293
+11
+0.2% +$1.02K 0.38% 44
2023
Q4 		$699K Buy
7,282
+133
+2% +$12.9K 0.43% 43
2023
Q3 		$653K Buy
7,149
+21
+0.3% +$2.06K 0.44% 42
2023
Q2 		$706K Sell
7,128
-152
-2% -$15.8K 0.47% 43
2023
Q1 		$758K Buy
7,280
+30
+0.4% +$3.12K 0.53% 40
2022
Q4 		$719K Buy
7,250
+31
+0.4% +$2.93K 0.53% 41
2022
Q3 		$608K Buy
7,219
+94
+1% +$7.99K 0.49% 45
2022
Q2 		$544K Buy
7,125
+71
+1% +$5.45K 0.42% 57
2022
Q1 		$642K Buy
7,054
+858
+14% +$81K 0.45% 54
2021
Q4 		$725K Buy
+6,196
New +$699K 0.51% 47

Other funds holding SBUX

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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Powers Advisory Group's SBUX Position: Q3 2026 in Review

Powers Advisory Group reduced its Starbucks (SBUX) stake by 1.6% in Q3 2026, selling an estimated $13.5K and leaving 8,068 shares worth $758K. The position accounts for 0.23% of the portfolio, ranked #58.

Powers Advisory Group first reported a position in SBUX in Q4 2021 and has held it in 20 quarters since. The position peaked at $853K in Q1 2025. 564 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Powers Advisory Group held 8,068 shares of Starbucks worth $758K as of Q3 2026.
  • Powers Advisory Group sold 131 Starbucks shares in Q3 2026, an estimated $13.5K.
  • Starbucks made up 0.23% of Powers Advisory Group's portfolio in Q3 2026, its #58 holding.
  • Powers Advisory Group first reported a position in Starbucks in Q4 2021 and has held it in 20 quarters since.
  • Powers Advisory Group's Starbucks position peaked at $853K in Q1 2025.
  • 564 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.