Stiles Financial Services
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Stiles Financial Services’s Starbucks SBUX Stock Holding History

Stiles Financial Services’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 		$227K Sell
2,413
-39
-2% -$4.02K 0.06% 167
2026
Q2 		$251K Sell
2,452
-152
-6% -$15.3K 0.06% 162
2026
Q1 		$233K Sell
2,604
-117
-4% -$11.1K 0.07% 162
2025
Q4 		$229K Buy
2,721
+8
+0.3% +$675 0.07% 162
2025
Q3 		$230K Sell
2,713
-1,215
-31% -$109K 0.07% 167
2025
Q2 		$360K Sell
3,928
-908
-19% -$78.7K 0.12% 132
2025
Q1 		$474K Buy
4,836
+13
+0.3% +$1.34K 0.18% 114
2024
Q4 		$440K Sell
4,823
-1,025
-18% -$99.2K 0.16% 126
2024
Q3 		$570K Sell
5,848
-265
-4% -$22.7K 0.2% 100
2024
Q2 		$476K Sell
6,113
-672
-10% -$54.7K 0.18% 104
2024
Q1 		$620K Sell
6,785
-185
-3% -$17.2K 0.25% 96
2023
Q4 		$669K Sell
6,970
-457
-6% -$44.5K 0.3% 86
2023
Q3 		$678K Sell
7,427
-289
-4% -$28.4K 0.35% 85
2023
Q2 		$764K Sell
7,716
-433
-5% -$44.9K 0.38% 76
2023
Q1 		$849K Sell
8,149
-74
-0.9% -$7.7K 0.46% 68
2022
Q4 		$816K Sell
8,223
-28
-0.3% -$2.64K 0.47% 64
2022
Q3 		$695K Buy
8,251
+204
+3% +$17.3K 0.42% 66
2022
Q2 		$615K Sell
8,047
-370
-4% -$28.4K 0.37% 76
2022
Q1 		$766K Buy
8,417
+571
+7% +$53.9K 0.38% 73
2021
Q4 		$918K Buy
+7,846
New +$885K 0.44% 66

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

Stiles Financial Services's SBUX Position: Q3 2026 in Review

Stiles Financial Services reduced its Starbucks (SBUX) stake by 1.6% in Q3 2026, selling an estimated $4.02K and leaving 2,413 shares worth $227K. The position accounts for 0.06% of the portfolio, ranked #167.

Stiles Financial Services first reported a position in SBUX in Q4 2021 and has held it in 20 quarters since. The position peaked at $918K in Q4 2021. 1,395 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Stiles Financial Services held 2,413 shares of Starbucks worth $227K as of Q3 2026.
  • Stiles Financial Services sold 39 Starbucks shares in Q3 2026, an estimated $4.02K.
  • Starbucks made up 0.06% of Stiles Financial Services's portfolio in Q3 2026, its #167 holding.
  • Stiles Financial Services first reported a position in Starbucks in Q4 2021 and has held it in 20 quarters since.
  • Stiles Financial Services's Starbucks position peaked at $918K in Q4 2021.
  • 1,395 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.