Trifecta Capital Advisors
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Trifecta Capital Advisors’s Starbucks SBUX Stock Holding History

Trifecta Capital 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
Q3 		$3.02M Buy
32,183
+441
+1% +$45.5K 0.37% 51
2026
Q2 		$3.24M Buy
31,742
+170
+0.5% +$17.1K 0.42% 50
2026
Q1 		$2.83M Buy
31,572
+601
+2% +$56.9K 0.44% 48
2025
Q4 		$2.61M Sell
30,971
-916
-3% -$77.3K 0.39% 51
2025
Q3 		$2.7M Buy
31,887
+1,906
+6% +$171K 0.41% 52
2025
Q2 		$2.75M Buy
29,981
+396
+1% +$34.3K 0.46% 49
2025
Q1 		$2.9M Buy
29,585
+156
+0.5% +$16.1K 0.61% 44
2024
Q4 		$2.69M Buy
29,429
+290
+1% +$28.1K 0.53% 47
2024
Q3 		$2.84M Buy
29,139
+214
+0.7% +$18.4K 0.59% 48
2024
Q2 		$2.25M Buy
28,925
+1,099
+4% +$89.5K 0.5% 49
2024
Q1 		$2.54M Buy
27,826
+1,072
+4% +$100K 0.62% 47
2023
Q4 		$2.57M Sell
26,754
-803
-3% -$78.2K 0.71% 41
2023
Q3 		$2.52M Buy
27,557
+2,570
+10% +$252K 0.81% 36
2023
Q2 		$2.48M Buy
24,987
+1,105
+5% +$115K 0.8% 39
2023
Q1 		$2.49M Buy
23,882
+2,010
+9% +$209K 0.88% 36
2022
Q4 		$2.17M Buy
+21,872
New +$2.06M 0.86% 37

Other funds holding SBUX

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Trifecta Capital Advisors's SBUX Position: Q3 2026 in Review

Trifecta Capital Advisors increased its Starbucks (SBUX) stake by 1.4% in Q3 2026, buying an estimated $45.5K and bringing the position to 32,183 shares worth $3.02M. The position accounts for 0.37% of the portfolio, ranked #51.

Trifecta Capital Advisors first reported a position in SBUX in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.24M in Q2 2026. 1,229 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Trifecta Capital Advisors held 32,183 shares of Starbucks worth $3.02M as of Q3 2026.
  • Trifecta Capital Advisors bought 441 Starbucks shares in Q3 2026, an estimated $45.5K.
  • Starbucks made up 0.37% of Trifecta Capital Advisors's portfolio in Q3 2026, its #51 holding.
  • Trifecta Capital Advisors first reported a position in Starbucks in Q4 2022 and has held it in 16 quarters since.
  • Trifecta Capital Advisors's Starbucks position peaked at $3.24M in Q2 2026.
  • 1,229 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.