Prudent Man Advisors
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Prudent Man Advisors’s Starbucks SBUX Stock Holding History

Prudent Man Advisors’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 		$2.17M Sell
13,474
-134
-1% -$13.8K 0.51% 51
2026
Q2 		$2.37M Buy
13,608
+905
+7% +$91.1K 0.54% 47
2026
Q1 		$2M Buy
12,703
+4,327
+52% +$409K 0.6% 41
2025
Q4 		$1.51M Sell
8,376
-164
-2% -$13.8K 0.55% 36
2025
Q3 		$1.53M Sell
8,540
-999
-10% -$89.4K 0.57% 36
2025
Q2 		$1.75M Buy
9,539
+2,389
+33% +$207K 0.56% 38
2025
Q1 		$1.64M Buy
7,150
+373
+6% +$38.6K 0.6% 30
2024
Q4 		$1.49M Sell
6,777
-234
-3% -$22.6K 0.54% 35
2024
Q3 		$1.62M Sell
7,011
-146
-2% -$12.5K 0.54% 31
2024
Q2 		$1.3M Buy
7,157
+243
+4% +$19.8K 0.46% 43
2024
Q1 		$1.51M Sell
6,914
-104
-1% -$9.7K 0.57% 32
2023
Q4 		$1.59M Sell
7,018
-146
-2% -$14.2K 0.6% 28
2023
Q3 		$1.53M Sell
7,164
-6,078
-46% -$597K 0.61% 30
2023
Q2 		$1.31M Sell
13,242
-364
-3% -$37.8K 0.49% 36
2023
Q1 		$1.42M Buy
13,606
+279
+2% +$29K 0.55% 33
2022
Q4 		$1.32M Buy
13,327
+2,087
+19% +$197K 0.53% 37
2022
Q3 		$947K Buy
11,240
+121
+1% +$10.3K 0.45% 40
2022
Q2 		$849K Sell
11,119
-99
-0.9% -$7.6K 0.4% 49
2022
Q1 		$1.02M Sell
11,218
-244
-2% -$23K 0.41% 46
2021
Q4 		$1.34M Sell
11,462
-1,037
-8% -$117K 0.51% 37
2021
Q3 		$1.38M Sell
12,499
-43
-0.3% -$5.04K 0.52% 40
2021
Q2 		$1.4M Buy
+12,542
New +$1.42M 0.54% 36

Other funds holding SBUX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Prudent Man Advisors's SBUX Position: Q3 2026 in Review

Prudent Man Advisors reduced its Starbucks (SBUX) stake by 0.98% in Q3 2026, selling an estimated $13.8K and leaving 13,474 shares worth $2.17M. The position accounts for 0.51% of the portfolio, ranked #51.

Prudent Man Advisors first reported a position in SBUX in Q2 2021 and has held it in 22 quarters since. The position peaked at $2.37M in Q2 2026. 1,395 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Prudent Man Advisors held 13,474 shares of Starbucks worth $2.17M as of Q3 2026.
  • Prudent Man Advisors sold 134 Starbucks shares in Q3 2026, an estimated $13.8K.
  • Starbucks made up 0.51% of Prudent Man Advisors's portfolio in Q3 2026, its #51 holding.
  • Prudent Man Advisors first reported a position in Starbucks in Q2 2021 and has held it in 22 quarters since.
  • Prudent Man Advisors's Starbucks position peaked at $2.37M in Q2 2026.
  • 1,395 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Prudent Man Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.