Third View Private Wealth
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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
Q3 		$3.62M Sell
38,511
-570
-1% -$58.8K 0.43% 58
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

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

Third View Private Wealth's SBUX Position: Q3 2026 in Review

Third View Private Wealth reduced its Starbucks (SBUX) stake by 1.5% in Q3 2026, selling an estimated $58.8K and leaving 38,511 shares worth $3.62M. The position accounts for 0.43% of the portfolio, ranked #58.

Third View Private Wealth first reported a position in SBUX in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.99M in Q2 2026. 1,395 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Third View Private Wealth held 38,511 shares of Starbucks worth $3.62M as of Q3 2026.
  • Third View Private Wealth sold 570 Starbucks shares in Q3 2026, an estimated $58.8K.
  • Starbucks made up 0.43% of Third View Private Wealth's portfolio in Q3 2026, its #58 holding.
  • Third View Private Wealth first reported a position in Starbucks in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's Starbucks position peaked at $3.99M in Q2 2026.
  • 1,395 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.