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Third View Private Wealth’s Starbucks SBUX Stock Holding History

Third View Private Wealth’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
Q2 		$3.99M Sell
39,081
-1,785
-4% -$180K 0.49% 41
2026
Q1 		$3.66M Buy
40,866
+3,637
+10% +$344K 0.5% 46
2025
Q4 		$3.14M Buy
+37,229
New +$3.14M 0.42% 56

Other funds holding SBUX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Third View Private Wealth's SBUX Position: Q2 2026 in Review

Third View Private Wealth reduced its Starbucks (SBUX) stake by 4.4% in Q2 2026, selling an estimated $180K and leaving 39,081 shares worth $3.99M. The position accounts for 0.49% of the portfolio, ranked #41.

Third View Private Wealth first reported a position in SBUX in Q4 2025 and has held it in 3 quarters since. 1,550 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Third View Private Wealth held 39,081 shares of Starbucks worth $3.99M as of Q2 2026.
  • Third View Private Wealth sold 1,785 Starbucks shares in Q2 2026, an estimated $180K.
  • Starbucks made up 0.49% of Third View Private Wealth's portfolio in Q2 2026, its #41 holding.
  • Third View Private Wealth first reported a position in Starbucks in Q4 2025 and has held it in 3 quarters since.
  • 1,550 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.