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United Advisor Group’s Starbucks SBUX Stock Holding History

United Advisor 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 		$275K Sell
2,931
-42
-1% -$4.33K 0.03% 478
2026
Q2 		$304K Buy
2,973
+185
+7% +$18.6K 0.03% 420
2026
Q1 		$250K Hold
2,788
– – 0.03% 440
2025
Q4 		$235K Sell
2,788
-2,323
-45% -$196K 0.03% 438
2025
Q3 		$432K Buy
5,111
+177
+4% +$15.8K 0.06% 288
2025
Q2 		$452K Sell
4,934
-322
-6% -$27.9K 0.08% 237
2025
Q1 		$516K Sell
5,256
-749
-12% -$77.4K 0.11% 185
2024
Q4 		$548K Sell
6,005
-4,393
-42% -$425K 0.11% 183
2024
Q3 		$1.01M Buy
10,398
+5,041
+94% +$432K 0.23% 102
2024
Q2 		$417K Buy
5,357
+634
+13% +$51.6K 0.13% 158
2024
Q1 		$432K Buy
+4,723
New +$439K 0.16% 131

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

United Advisor Group's SBUX Position: Q3 2026 in Review

United Advisor Group reduced its Starbucks (SBUX) stake by 1.4% in Q3 2026, selling an estimated $4.33K and leaving 2,931 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #478.

United Advisor Group first reported a position in SBUX in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.01M in Q3 2024. 1,605 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • United Advisor Group held 2,931 shares of Starbucks worth $275K as of Q3 2026.
  • United Advisor Group sold 42 Starbucks shares in Q3 2026, an estimated $4.33K.
  • Starbucks made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #478 holding.
  • United Advisor Group first reported a position in Starbucks in Q1 2024 and has held it in 11 quarters since.
  • United Advisor Group's Starbucks position peaked at $1.01M in Q3 2024.
  • 1,605 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.