TritonPoint Wealth’s Starbucks SBUX Stock Holding History

TritonPoint Wealth’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	$5.69M	Sell	60,568 -1,799	-3%	-$186K	0.57%	40
2026 Q2	$6.37M	Sell	62,367 -370	-0.6%	-$37.3K	0.63%	40
2026 Q1	$5.62M	Sell	62,737 -2,155	-3%	-$204K	0.6%	44
2025 Q4	$5.46M	Sell	64,892 -8,976	-12%	-$757K	0.55%	45
2025 Q3	$6.25M	Buy	73,868 +1,696	+2%	+$152K	0.54%	46
2025 Q2	$6.61M	Sell	72,172 -4,056	-5%	-$351K	0.61%	43
2025 Q1	$7.48M	Buy	76,228 +962	+1%	+$99.4K	0.71%	39
2024 Q4	$6.87M	Sell	75,266 -196	-0.3%	-$19K	0.62%	42
2024 Q3	$7.35M	Sell	75,462 -4,092	-5%	-$351K	0.67%	39
2024 Q2	$6.19M	Sell	79,554 -6,838	-8%	-$557K	0.6%	45
2024 Q1	$8.36M	Sell	86,392 -7,754	-8%	-$721K	0.87%	27
2023 Q4	$9.04M	Buy	+94,146	New	+$9.16M	0.88%	27

Other funds holding SBUX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

TritonPoint Wealth's SBUX Position: Q3 2026 in Review

TritonPoint Wealth reduced its Starbucks (SBUX) stake by 2.9% in Q3 2026, selling an estimated $186K and leaving 60,568 shares worth $5.69M. The position accounts for 0.57% of the portfolio, ranked #40.

TritonPoint Wealth first reported a position in SBUX in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.04M in Q4 2023. 1,605 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

TritonPoint Wealth held 60,568 shares of Starbucks worth $5.69M as of Q3 2026.
TritonPoint Wealth sold 1,799 Starbucks shares in Q3 2026, an estimated $186K.
Starbucks made up 0.57% of TritonPoint Wealth's portfolio in Q3 2026, its #40 holding.
TritonPoint Wealth first reported a position in Starbucks in Q4 2023 and has held it in 12 quarters since.
TritonPoint Wealth's Starbucks position peaked at $9.04M in Q4 2023.
1,605 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.