Triad Wealth Partners
SBUX icon

Triad Wealth Partners’s Starbucks SBUX Stock Holding History

Triad Wealth Partners’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 		$446K Buy
4,752
+51
+1% +$5.26K 0.02% 348
2026
Q2 		$486K Buy
4,701
+1,177
+33% +$119K 0.03% 317
2026
Q1 		$316K Sell
3,524
-103
-3% -$9.7K 0.03% 383
2025
Q4 		$305K Buy
3,627
+1,048
+41% +$88.4K 0.03% 381
2025
Q3 		$218K Buy
+2,579
New +$231K 0.03% 354
2024
Q3 		– Sell
-1,838
Closed -$143K – 731
2024
Q2 		$143K Buy
+1,838
New +$150K 0.08% 117

Other funds holding SBUX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Triad Wealth Partners's SBUX Position: Q3 2026 in Review

Triad Wealth Partners increased its Starbucks (SBUX) stake by 1.1% in Q3 2026, buying an estimated $5.26K and bringing the position to 4,752 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #348.

Triad Wealth Partners first reported a position in SBUX in Q2 2024 and has held it in 6 quarters since. The position peaked at $486K in Q2 2026. 1,605 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Triad Wealth Partners held 4,752 shares of Starbucks worth $446K as of Q3 2026.
  • Triad Wealth Partners bought 51 Starbucks shares in Q3 2026, an estimated $5.26K.
  • Starbucks made up 0.02% of Triad Wealth Partners's portfolio in Q3 2026, its #348 holding.
  • Triad Wealth Partners first reported a position in Starbucks in Q2 2024 and has held it in 6 quarters since.
  • Triad Wealth Partners's Starbucks position peaked at $486K in Q2 2026.
  • 1,605 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.