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Retirement Wealth Solutions’s Starbucks SBUX Stock Holding History

Retirement Wealth Solutions’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 		$2.26K Buy
+24
New +$2.48K ﹤0.01% 579
2026
Q2 		– Sell
-13
Closed -$1.17K – 839
2026
Q1 		$1.17K Buy
+13
New +$1.23K ﹤0.01% 615
2025
Q4 		– Sell
-1
Closed -$54 – 833
2025
Q3 		$54 Hold
1
– – ﹤0.01% 796
2025
Q2 		$58 Hold
1
– – ﹤0.01% 424
2025
Q1 		$61 Hold
1
– – ﹤0.01% 413
2024
Q4 		$57 Buy
+1
New +$97 ﹤0.01% 419

Other funds holding SBUX

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Retirement Wealth Solutions's SBUX Position: Q3 2026 in Review

Retirement Wealth Solutions opened a new position in Starbucks (SBUX) in Q3 2026: 24 shares worth $2.26K. The stake represents ﹤0.01% of the portfolio and ranks #579 among its holdings. This is a return to the name: Retirement Wealth Solutions previously reported a position in SBUX as recently as Q1 2026.

Retirement Wealth Solutions first reported a position in SBUX in Q4 2024 and has held it in 6 quarters since. 114 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Retirement Wealth Solutions held 24 shares of Starbucks worth $2.26K as of Q3 2026.
  • Starbucks was a new Retirement Wealth Solutions position in Q3 2026.
  • Starbucks made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #579 holding.
  • Retirement Wealth Solutions first reported a position in Starbucks in Q4 2024 and has held it in 6 quarters since.
  • 114 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.