Sculati Wealth Management
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Sculati Wealth Management’s Starbucks SBUX Stock Holding History

Sculati Wealth Management’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 		$343K Hold
3,720
– – 0.11% 103
2026
Q2 		$392K Hold
3,720
– – 0.13% 95
2026
Q1 		$333K Hold
3,720
– – 0.12% 100
2025
Q4 		$313K Hold
3,720
– – 0.11% 102
2025
Q3 		$315K Hold
3,720
– – 0.11% 103
2025
Q2 		$341K Sell
3,720
-782
-17% -$67.8K 0.13% 99
2025
Q1 		$442K Sell
4,502
-400
-8% -$41.4K 0.18% 80
2024
Q4 		$447K Sell
4,902
-840
-15% -$81.3K 0.18% 80
2024
Q3 		$560K Sell
5,742
-3,199
-36% -$274K 0.22% 73
2024
Q2 		$696K Sell
8,941
-1,350
-13% -$110K 0.3% 67
2024
Q1 		$940K Sell
10,291
-1,683
-14% -$157K 0.41% 62
2023
Q4 		$1.15M Sell
11,974
-2,825
-19% -$275K 0.54% 59
2023
Q3 		$1.35M Sell
14,799
-2,525
-15% -$248K 0.69% 50
2023
Q2 		$1.72M Sell
17,324
-3,690
-18% -$383K 0.86% 37
2023
Q1 		$2.19M Sell
21,014
-3,609
-15% -$376K 1.16% 27
2022
Q4 		$2.44M Sell
24,623
-75
-0.3% -$7.08K 1.37% 22
2022
Q3 		$2.08M Buy
24,698
+695
+3% +$59K 1.23% 23
2022
Q2 		$1.83M Sell
24,003
-620
-3% -$47.6K 1.05% 30
2022
Q1 		$2.24M Sell
24,623
-1,417
-5% -$134K 1.09% 27
2021
Q4 		$3.05M Buy
26,040
+376
+1% +$42.4K 1.47% 19
2021
Q3 		$2.83M Buy
25,664
+200
+0.8% +$23.4K 1.5% 17
2021
Q2 		$2.85M Buy
25,464
+145
+0.6% +$16.4K 1.51% 17
2021
Q1 		$2.77M Sell
25,319
-565
-2% -$59.3K 1.59% 15
2020
Q4 		$2.77M Buy
25,884
+138
+0.5% +$13.2K 1.82% 12
2020
Q3 		$2.21M Buy
25,746
+1,062
+4% +$84.7K 1.66% 15
2020
Q2 		$1.82M Buy
24,684
+1,193
+5% +$89.7K 1.53% 16
2020
Q1 		$1.54M Buy
23,491
+101
+0.4% +$8.17K 1.7% 15
2019
Q4 		$2.06M Buy
+23,390
New +$1.99M 1.84% 10

Other funds holding SBUX

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sculati Wealth Management's SBUX Position: Q3 2026 in Review

Sculati Wealth Management held its Starbucks (SBUX) position steady in Q3 2026 at 3,720 shares worth $343K. The position accounts for 0.11% of the portfolio, ranked #103.

Sculati Wealth Management first reported a position in SBUX in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.05M in Q4 2021. 1,605 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Sculati Wealth Management held 3,720 shares of Starbucks worth $343K as of Q3 2026.
  • Sculati Wealth Management left its Starbucks share count unchanged in Q3 2026.
  • Starbucks made up 0.11% of Sculati Wealth Management's portfolio in Q3 2026, its #103 holding.
  • Sculati Wealth Management first reported a position in Starbucks in Q4 2019 and has held it in 28 quarters since.
  • Sculati Wealth Management's Starbucks position peaked at $3.05M in Q4 2021.
  • 1,605 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Sculati Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.