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

Sendero 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 		$821K Buy
8,734
+50
+0.6% +$5.16K 0.08% 139
2026
Q2 		$887K Buy
8,684
+1
+0% +$101 0.09% 134
2026
Q1 		$778K Sell
8,683
-23
-0.3% -$2.18K 0.09% 131
2025
Q4 		$733K Buy
8,706
+17
+0.2% +$1.43K 0.08% 130
2025
Q3 		$735K Hold
8,689
– – 0.09% 121
2025
Q2 		$796K Buy
8,689
+48
+0.6% +$4.16K 0.1% 115
2025
Q1 		$848K Buy
8,641
+40
+0.5% +$4.14K 0.12% 103
2024
Q4 		$785K Hold
8,601
– – 0.12% 99
2024
Q3 		$839K Sell
8,601
-1
-0% -$86 0.13% 93
2024
Q2 		$670K Sell
8,602
-564
-6% -$45.9K 0.11% 102
2024
Q1 		$838K Buy
9,166
+463
+5% +$43.1K 0.14% 92
2023
Q4 		$836K Buy
8,703
+100
+1% +$9.7K 0.16% 95
2023
Q3 		$785K Hold
8,603
– – 0.17% 84
2023
Q2 		$852K Buy
+8,603
New +$893K 0.19% 85

Other funds holding SBUX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Sendero Wealth Management increased its Starbucks (SBUX) stake by 0.58% in Q3 2026, buying an estimated $5.16K and bringing the position to 8,734 shares worth $821K. The position accounts for 0.08% of the portfolio, ranked #139.

Sendero Wealth Management first reported a position in SBUX in Q2 2023 and has held it in 14 quarters since. The position peaked at $887K in Q2 2026. 1,395 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Sendero Wealth Management held 8,734 shares of Starbucks worth $821K as of Q3 2026.
  • Sendero Wealth Management bought 50 Starbucks shares in Q3 2026, an estimated $5.16K.
  • Starbucks made up 0.08% of Sendero Wealth Management's portfolio in Q3 2026, its #139 holding.
  • Sendero Wealth Management first reported a position in Starbucks in Q2 2023 and has held it in 14 quarters since.
  • Sendero Wealth Management's Starbucks position peaked at $887K in Q2 2026.
  • 1,395 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.