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Retirement Solution’s Starbucks SBUX Stock Holding History

Retirement Solution’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 		$542K Sell
5,766
-582
-9% -$60.1K 0.12% 25
2026
Q2 		$649K Sell
6,348
-92
-1% -$9.26K 0.29% 23
2026
Q1 		$577K Sell
6,440
-14,894
-70% -$1.41M 0.14% 22
2025
Q4 		$1.8M Buy
21,334
+18,169
+574% +$1.53M 0.4% 14
2025
Q3 		$268K Sell
3,165
-1,197
-27% -$107K 0.06% 31
2025
Q2 		$400K Buy
4,362
+415
+11% +$36K 0.1% 24
2025
Q1 		$387K Sell
3,947
-4,735
-55% -$489K 0.11% 22
2024
Q4 		$792K Sell
8,682
-12,996
-60% -$1.26M 0.21% 22
2024
Q3 		$2.11M Buy
21,678
+12,735
+142% +$1.09M 0.51% 17
2024
Q2 		$696K Sell
8,943
-833
-9% -$67.8K 0.19% 22
2024
Q1 		$893K Buy
9,776
+327
+3% +$30.4K 0.24% 23
2023
Q4 		$907K Sell
9,449
-36
-0.4% -$3.5K 0.27% 23
2023
Q3 		$866K Buy
9,485
+26
+0.3% +$2.55K 0.29% 23
2023
Q2 		$937K Buy
9,459
+390
+4% +$40.5K 0.3% 22
2023
Q1 		$944K Buy
9,069
+3,447
+61% +$359K 0.33% 22
2022
Q4 		$558K Buy
5,622
+1,795
+47% +$169K 0.31% 14
2022
Q3 		$322K Buy
3,827
+751
+24% +$63.8K 0.17% 25
2022
Q2 		$235K Sell
3,076
-9,371
-75% -$720K 0.13% 32
2022
Q1 		$1.13M Buy
12,447
+272
+2% +$25.7K 0.5% 16
2021
Q4 		$1.42M Sell
12,175
-5
-0% -$564 0.61% 11
2021
Q3 		$1.34M Buy
12,180
+5
+0% +$585 0.62% 13
2021
Q2 		$1.36M Buy
12,175
+9,823
+418% +$1.11M 0.65% 13
2021
Q1 		$257K Buy
+2,352
New +$247K 0.15% 37

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
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

Retirement Solution's SBUX Position: Q3 2026 in Review

Retirement Solution reduced its Starbucks (SBUX) stake by 9.2% in Q3 2026, selling an estimated $60.1K and leaving 5,766 shares worth $542K. The position accounts for 0.12% of the portfolio, ranked #25.

Retirement Solution first reported a position in SBUX in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.11M in Q3 2024. 944 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Retirement Solution held 5,766 shares of Starbucks worth $542K as of Q3 2026.
  • Retirement Solution sold 582 Starbucks shares in Q3 2026, an estimated $60.1K.
  • Starbucks made up 0.12% of Retirement Solution's portfolio in Q3 2026, its #25 holding.
  • Retirement Solution first reported a position in Starbucks in Q1 2021 and has held it in 23 quarters since.
  • Retirement Solution's Starbucks position peaked at $2.11M in Q3 2024.
  • 944 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Retirement Solution's 13F filing for Q3 2026, filed 23 Oct 2026.