Three Bridge Wealth Advisors’s Starbucks SBUX Stock Holding History

Three Bridge Wealth 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	$986K	Sell	9,650 -51	-0.5%	-$5.14K	0.25%	41
2026 Q1	$869K	Sell	9,701 -238	-2%	-$22.5K	0.24%	44
2025 Q4	$837K	Sell	9,939 -287	-3%	-$24.2K	0.22%	42
2025 Q3	$865K	Buy	10,226 +614	+6%	+$55K	0.22%	43
2025 Q2	$881K	Buy	9,612 +984	+11%	+$85.3K	0.23%	48
2025 Q1	$846K	Buy	8,628 +206	+2%	+$21.3K	0.29%	43
2024 Q4	$769K	Sell	8,422 -225	-3%	-$21.8K	0.27%	48
2024 Q3	$843K	Buy	8,647 +339	+4%	+$29.1K	0.31%	47
2024 Q2	$647K	Sell	8,308 -31	-0.4%	-$2.52K	0.26%	51
2024 Q1	$762K	Buy	8,339 +491	+6%	+$45.7K	0.3%	50
2023 Q4	$753K	Sell	7,848 -1,584	-17%	-$154K	0.26%	46
2023 Q3	$861K	Buy	9,432 +42	+0.4%	+$4.12K	0.36%	46
2023 Q2	$930K	Sell	9,390 -3,708	-28%	-$385K	0.39%	45
2023 Q1	$1.36M	Buy	13,098 +840	+7%	+$87.4K	0.63%	32
2022 Q4	$1.22M	Sell	12,258 -1,366	-10%	-$129K	0.65%	32
2022 Q3	$1.15M	Sell	13,624 -71	-0.5%	-$6.03K	0.58%	36
2022 Q2	$1.05M	Sell	13,695 -227	-2%	-$17.4K	0.51%	41
2022 Q1	$1.27M	Buy	+13,922	New	+$1.31M	0.35%	36

Other funds holding SBUX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Three Bridge Wealth Advisors's SBUX Position: Q2 2026 in Review

Three Bridge Wealth Advisors reduced its Starbucks (SBUX) stake by 0.53% in Q2 2026, selling an estimated $5.14K and leaving 9,650 shares worth $986K. The position accounts for 0.25% of the portfolio, ranked #41.

Three Bridge Wealth Advisors first reported a position in SBUX in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.36M in Q1 2023. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Three Bridge Wealth Advisors held 9,650 shares of Starbucks worth $986K as of Q2 2026.
Three Bridge Wealth Advisors sold 51 Starbucks shares in Q2 2026, an estimated $5.14K.
Starbucks made up 0.25% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Three Bridge Wealth Advisors first reported a position in Starbucks in Q1 2022 and has held it in 18 quarters since.
Three Bridge Wealth Advisors's Starbucks position peaked at $1.36M in Q1 2023.
2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.