PW Nova Financial Services
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PW Nova Financial Services’s Starbucks SBUX Stock Holding History

PW Nova Financial 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 		$914K Buy
9,731
+160
+2% +$16.5K 0.19% 102
2026
Q2 		$978K Sell
9,571
-28
-0.3% -$2.82K 0.21% 93
2026
Q1 		$860K Buy
9,599
+410
+4% +$38.8K 0.22% 104
2025
Q4 		$772K Buy
+9,189
New +$775K 0.29% 64

Other funds holding SBUX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

PW Nova Financial Services's SBUX Position: Q3 2026 in Review

PW Nova Financial Services increased its Starbucks (SBUX) stake by 1.7% in Q3 2026, buying an estimated $16.5K and bringing the position to 9,731 shares worth $914K. The position accounts for 0.19% of the portfolio, ranked #102.

PW Nova Financial Services first reported a position in SBUX in Q4 2025 and has held it in 4 quarters since. The position peaked at $978K in Q2 2026. 1,004 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • PW Nova Financial Services held 9,731 shares of Starbucks worth $914K as of Q3 2026.
  • PW Nova Financial Services bought 160 Starbucks shares in Q3 2026, an estimated $16.5K.
  • Starbucks made up 0.19% of PW Nova Financial Services's portfolio in Q3 2026, its #102 holding.
  • PW Nova Financial Services first reported a position in Starbucks in Q4 2025 and has held it in 4 quarters since.
  • PW Nova Financial Services's Starbucks position peaked at $978K in Q2 2026.
  • 1,004 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.