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

Spire 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 		$2.03M Buy
21,644
+3,448
+19% +$356K 0.06% 272
2026
Q2 		$1.86M Sell
18,196
-5,015
-22% -$505K 0.06% 285
2026
Q1 		$2.08M Buy
23,211
+3,245
+16% +$307K 0.07% 251
2025
Q4 		$1.68M Sell
19,966
-3,805
-16% -$321K 0.06% 289
2025
Q3 		$2.01M Sell
23,771
-3,592
-13% -$322K 0.07% 233
2025
Q2 		$2.51M Sell
27,363
-7,893
-22% -$684K 0.09% 188
2025
Q1 		$3.46M Sell
35,256
-835
-2% -$86.3K 0.11% 164
2024
Q4 		$3.29M Buy
36,091
+3,667
+11% +$355K 0.1% 172
2024
Q3 		$3.16M Sell
32,424
-11,966
-27% -$1.03M 0.11% 158
2024
Q2 		$3.46M Sell
44,390
-283
-0.6% -$23K 0.12% 163
2024
Q1 		$4.08M Sell
44,673
-730
-2% -$67.9K 0.07% 184
2023
Q4 		$4.26M Buy
45,403
+6,546
+17% +$637K 0.14% 161
2023
Q3 		$3.55M Sell
38,857
-24,150
-38% -$2.37M 0.14% 170
2023
Q2 		$6.24M Sell
63,007
-564
-0.9% -$58.5K 0.23% 90
2023
Q1 		$6.62M Buy
63,571
+43,220
+212% +$4.5M 0.26% 91
2022
Q4 		$2.02M Buy
20,351
+2,658
+15% +$251K 0.11% 157
2022
Q3 		$1.49M Sell
17,693
-13,712
-44% -$1.16M 0.09% 159
2022
Q2 		$2.4M Sell
31,405
-21,908
-41% -$1.68M 0.1% 178
2022
Q1 		$4.86M Sell
53,313
-125,622
-70% -$11.9M 0.13% 158
2021
Q4 		$21M Buy
178,935
+18,658
+12% +$2.1M 0.47% 47
2021
Q3 		$17.7M Buy
160,277
+8,184
+5% +$958K 0.47% 49
2021
Q2 		$17M Sell
152,093
-9,980
-6% -$1.13M 0.46% 50
2021
Q1 		$17.6M Buy
+162,073
New +$17M 0.47% 50

Other funds holding SBUX

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 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
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

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

Spire Wealth Management increased its Starbucks (SBUX) stake by 19% in Q3 2026, buying an estimated $356K and bringing the position to 21,644 shares worth $2.03M. The position accounts for 0.06% of the portfolio, ranked #272.

Spire Wealth Management first reported a position in SBUX in Q1 2021 and has held it in 23 quarters since. The position peaked at $21M in Q4 2021. 1,274 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Spire Wealth Management held 21,644 shares of Starbucks worth $2.03M as of Q3 2026.
  • Spire Wealth Management bought 3,448 Starbucks shares in Q3 2026, an estimated $356K.
  • Starbucks made up 0.06% of Spire Wealth Management's portfolio in Q3 2026, its #272 holding.
  • Spire Wealth Management first reported a position in Starbucks in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Starbucks position peaked at $21M in Q4 2021.
  • 1,274 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.