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Three Bearings Fiduciary Advisors’s Starbucks SBUX Stock Holding History

Three Bearings Fiduciary Advisors’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 		$7.46K Hold
73
– – 0.01% 145
2026
Q1 		$6.54K Hold
73
– – 0.01% 151
2025
Q4 		$6.71K Buy
+73
New +$6.16K 0.01% 155

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

Three Bearings Fiduciary Advisors's SBUX Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Starbucks (SBUX) position steady in Q2 2026 at 73 shares worth $7.46K. The position accounts for 0.01% of the portfolio, ranked #145.

Three Bearings Fiduciary Advisors 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.

  • Three Bearings Fiduciary Advisors held 73 shares of Starbucks worth $7.46K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up 0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #145 holding.
  • Three Bearings Fiduciary Advisors 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 Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.