Premier Path Wealth Partners
SBUX icon

Premier Path Wealth Partners’s Starbucks SBUX Stock Holding History

Premier Path 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 		$523K Buy
5,569
+11
+0.2% +$1.14K 0.06% 254
2026
Q2 		$568K Buy
5,558
+434
+8% +$43.7K 0.07% 247
2026
Q1 		$459K Buy
5,124
+684
+15% +$64.7K 0.06% 283
2025
Q4 		$374K Sell
4,440
-1,033
-19% -$87.1K 0.05% 289
2025
Q3 		$463K Buy
5,473
+180
+3% +$16.1K 0.06% 271
2025
Q2 		$485K Sell
5,293
-630
-11% -$54.6K 0.07% 251
2025
Q1 		$581K Buy
5,923
+1,069
+22% +$111K 0.09% 219
2024
Q4 		$443K Buy
4,854
+560
+13% +$54.2K 0.07% 247
2024
Q3 		$419K Buy
4,294
+497
+13% +$42.6K 0.07% 254
2024
Q2 		$296K Sell
3,797
-1,734
-31% -$141K 0.05% 293
2024
Q1 		$496K Sell
5,531
-1,027
-16% -$95.5K 0.09% 209
2023
Q4 		$628K Buy
+6,558
New +$638K 0.14% 163

Other funds holding SBUX

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Premier Path Wealth Partners's SBUX Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Starbucks (SBUX) stake by 0.2% in Q3 2026, buying an estimated $1.14K and bringing the position to 5,569 shares worth $523K. The position accounts for 0.06% of the portfolio, ranked #254.

Premier Path Wealth Partners first reported a position in SBUX in Q4 2023 and has held it in 12 quarters since. The position peaked at $628K in Q4 2023. 1,605 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Premier Path Wealth Partners held 5,569 shares of Starbucks worth $523K as of Q3 2026.
  • Premier Path Wealth Partners bought 11 Starbucks shares in Q3 2026, an estimated $1.14K.
  • Starbucks made up 0.06% of Premier Path Wealth Partners's portfolio in Q3 2026, its #254 holding.
  • Premier Path Wealth Partners first reported a position in Starbucks in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's Starbucks position peaked at $628K in Q4 2023.
  • 1,605 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.