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Rhodes Investment Advisors’s Starbucks SBUX Stock Holding History

Rhodes Investment 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 Buy
23,087
+3,032
+15% +$313K 1.54% 19
2026
Q2 		$2.05M Sell
20,055
-335
-2% -$33.7K 1.51% 22
2026
Q1 		$1.83M Sell
20,390
-486
-2% -$46K 1.57% 20
2025
Q4 		$1.76M Buy
+20,876
New +$1.76M 1.42% 21

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
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Rhodes Investment Advisors's SBUX Position: Q3 2026 in Review

Rhodes Investment Advisors increased its Starbucks (SBUX) stake by 15% in Q3 2026, buying an estimated $313K and bringing the position to 23,087 shares worth $2.17M. The position accounts for 1.54% of the portfolio, ranked #19.

Rhodes Investment Advisors first reported a position in SBUX in Q4 2025 and has held it in 4 quarters since. 78 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Rhodes Investment Advisors held 23,087 shares of Starbucks worth $2.17M as of Q3 2026.
  • Rhodes Investment Advisors bought 3,032 Starbucks shares in Q3 2026, an estimated $313K.
  • Starbucks made up 1.54% of Rhodes Investment Advisors's portfolio in Q3 2026, its #19 holding.
  • Rhodes Investment Advisors first reported a position in Starbucks in Q4 2025 and has held it in 4 quarters since.
  • 78 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.