Sweeney & Michel’s Starbucks SBUX Stock Holding History

Sweeney & Michel’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	$479K	Buy	5,099 +122	+2%	+$12.6K	0.13%	101
2026 Q2	$525K	Buy	4,977 +14	+0.3%	+$1.41K	0.14%	91
2026 Q1	$484K	Buy	4,963 +14	+0.3%	+$1.32K	0.14%	95
2025 Q4	$491K	Sell	4,949 -142	-3%	-$12K	0.14%	94
2025 Q3	$399K	Sell	5,091 -575	-10%	-$51.5K	0.13%	97
2025 Q2	$538K	Buy	5,666 +126	+2%	+$10.9K	0.19%	80
2025 Q1	$442K	Buy	+5,540	New	+$573K	0.19%	78
2024 Q3	$539K	Buy	5,564 +11	+0.2%	+$944	0.21%	72
2024 Q2	$404K	Sell	5,553 -1,237	-18%	-$101K	0.17%	80
2024 Q1	$514K	Buy	+6,790	New	+$632K	0.23%	65
2023 Q3	$755K	Buy	7,241 +125	+2%	+$12.3K	0.4%	46
2023 Q2	$717K	Buy	7,116 +100	+1%	+$10.4K	0.37%	46
2023 Q1	$689K	Buy	+7,016	New	+$730K	0.37%	47

Other funds holding SBUX

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Sweeney & Michel's SBUX Position: Q3 2026 in Review

Sweeney & Michel increased its Starbucks (SBUX) stake by 2.5% in Q3 2026, buying an estimated $12.6K and bringing the position to 5,099 shares worth $479K. The position accounts for 0.13% of the portfolio, ranked #101.

Sweeney & Michel first reported a position in SBUX in Q1 2023 and has held it in 13 quarters since. The position peaked at $755K in Q3 2023. 687 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

Sweeney & Michel held 5,099 shares of Starbucks worth $479K as of Q3 2026.
Sweeney & Michel bought 122 Starbucks shares in Q3 2026, an estimated $12.6K.
Starbucks made up 0.13% of Sweeney & Michel's portfolio in Q3 2026, its #101 holding.
Sweeney & Michel first reported a position in Starbucks in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's Starbucks position peaked at $755K in Q3 2023.
687 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.