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Ulrich Consultants & Investment Group’s Starbucks SBUX Stock Holding History

Ulrich Consultants & Investment Group’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 		$210K Buy
+2,237
New +$231K 0.21% 46
2023
Q2 		$214K Hold
2,162
– – 0.52% 22
2023
Q1 		$225K Buy
+2,162
New +$225K 0.47% 22

Other funds holding SBUX

SRIM
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Ulrich Consultants & Investment Group's SBUX Position: Q3 2026 in Review

Ulrich Consultants & Investment Group opened a new position in Starbucks (SBUX) in Q3 2026: 2,237 shares worth $210K. The stake represents 0.21% of the portfolio and ranks #46 among its holdings. This is a return to the name: Ulrich Consultants & Investment Group previously reported a position in SBUX as recently as Q2 2023.

Ulrich Consultants & Investment Group first reported a position in SBUX in Q1 2023 and has held it in 3 quarters since. The position peaked at $225K in Q1 2023. 374 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Ulrich Consultants & Investment Group held 2,237 shares of Starbucks worth $210K as of Q3 2026.
  • Starbucks was a new Ulrich Consultants & Investment Group position in Q3 2026.
  • Starbucks made up 0.21% of Ulrich Consultants & Investment Group's portfolio in Q3 2026, its #46 holding.
  • Ulrich Consultants & Investment Group first reported a position in Starbucks in Q1 2023 and has held it in 3 quarters since.
  • Ulrich Consultants & Investment Group's Starbucks position peaked at $225K in Q1 2023.
  • 374 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Ulrich Consultants & Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.