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Toth Financial Advisory’s Starbucks SBUX Stock Holding History

Toth Financial Advisory’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
2019
Q1 		– Sell
-100
Closed -$6K – 453
2018
Q4 		$6K Buy
+100
New +$6.26K ﹤0.01% 318

Other funds holding SBUX

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Toth Financial Advisory's SBUX Position: Q3 2026 in Review

Toth Financial Advisory increased its Starbucks (SBUX) stake by 6.5% in Q3 2026, buying an estimated $426K and bringing the position to 67,821 shares worth $6.37M. The position accounts for 0.64% of the portfolio, ranked #53.

Toth Financial Advisory first reported a position in SBUX in Q4 2017 and has held it in 36 quarters since. The position peaked at $6.51M in Q2 2026. 81 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Toth Financial Advisory held 67,821 shares of Starbucks worth $6.37M as of Q3 2026.
  • Toth Financial Advisory bought 4,132 Starbucks shares in Q3 2026, an estimated $426K.
  • Starbucks made up 0.64% of Toth Financial Advisory's portfolio in Q3 2026, its #53 holding.
  • Toth Financial Advisory first reported a position in Starbucks in Q4 2017 and has held it in 36 quarters since.
  • Toth Financial Advisory's Starbucks position peaked at $6.51M in Q2 2026.
  • 81 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.