Root Financial Partners
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Root Financial Partners’s Starbucks SBUX Stock Holding History

Root Financial Partners’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 		$294K Buy
3,130
+137
+5% +$14.1K 0.01% 324
2026
Q2 		$306K Buy
2,993
+167
+6% +$16.8K 0.01% 277
2026
Q1 		$253K Sell
2,826
-576
-17% -$54.5K 0.01% 287
2025
Q4 		$286K Sell
3,402
-969
-22% -$81.7K 0.01% 234
2025
Q3 		$370K Buy
4,371
+718
+20% +$64.3K 0.02% 183
2025
Q2 		$335K Buy
3,653
+707
+24% +$61.3K 0.03% 171
2025
Q1 		$289K Sell
2,946
-294
-9% -$30.4K 0.03% 161
2024
Q4 		$296K Sell
3,240
-769
-19% -$74.4K 0.04% 157
2024
Q3 		$391K Buy
+4,009
New +$344K 0.06% 107

Other funds holding SBUX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 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

Root Financial Partners's SBUX Position: Q3 2026 in Review

Root Financial Partners increased its Starbucks (SBUX) stake by 4.6% in Q3 2026, buying an estimated $14.1K and bringing the position to 3,130 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #324.

Root Financial Partners first reported a position in SBUX in Q3 2024 and has held it in 9 quarters since. The position peaked at $391K in Q3 2024. 1,069 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Root Financial Partners held 3,130 shares of Starbucks worth $294K as of Q3 2026.
  • Root Financial Partners bought 137 Starbucks shares in Q3 2026, an estimated $14.1K.
  • Starbucks made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #324 holding.
  • Root Financial Partners first reported a position in Starbucks in Q3 2024 and has held it in 9 quarters since.
  • Root Financial Partners's Starbucks position peaked at $391K in Q3 2024.
  • 1,069 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.