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TrueNorth Wealth & Impact, LLC’s Starbucks SBUX Stock Holding History

TrueNorth Wealth & Impact, LLC’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 		$464K Buy
+4,943
New +$510K 0.18% 92

Other funds holding SBUX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's SBUX Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Starbucks (SBUX) in Q3 2026: 4,943 shares worth $464K. The stake represents 0.18% of the portfolio and ranks #92 among its holdings.

2,063 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 4,943 shares of Starbucks worth $464K as of Q3 2026.
  • Starbucks was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • Starbucks made up 0.18% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #92 holding.
  • 2,063 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.