Valley Wealth Managers
SBUX icon

Valley Wealth Managers’s Starbucks SBUX Stock Holding History

Valley Wealth Managers’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 		$4.86M Buy
51,721
+425
+0.8% +$43.9K 0.28% 80
2026
Q2 		$5.24M Buy
51,296
+474
+0.9% +$47.7K 0.3% 73
2026
Q1 		$4.55M Buy
50,822
+612
+1% +$57.9K 0.29% 79
2025
Q4 		$4.23M Buy
50,210
+1,513
+3% +$128K 0.27% 83
2025
Q3 		$4.12M Buy
48,697
+1,829
+4% +$164K 0.27% 84
2025
Q2 		$4.29M Buy
46,868
+1,662
+4% +$144K 0.31% 70
2025
Q1 		$4.43M Sell
45,206
-372
-0.8% -$38.5K 0.34% 63
2024
Q4 		$4.16M Sell
45,578
-6,089
-12% -$589K 0.31% 66
2024
Q3 		$5.04M Buy
51,667
+1,192
+2% +$102K 0.37% 56
2024
Q2 		$3.93M Buy
50,475
+4,907
+11% +$400K 0.31% 77
2024
Q1 		$4.16M Buy
+45,568
New +$4.24M 0.31% 73
2022
Q4 		– Sell
-29
Closed -$2.74K – 441
2022
Q3 		$2K Hold
29
– – ﹤0.01% 377
2022
Q2 		$2K Buy
+29
New +$2.23K ﹤0.01% 391

Other funds holding SBUX

Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 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
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Valley Wealth Managers's SBUX Position: Q3 2026 in Review

Valley Wealth Managers increased its Starbucks (SBUX) stake by 0.83% in Q3 2026, buying an estimated $43.9K and bringing the position to 51,721 shares worth $4.86M. The position accounts for 0.28% of the portfolio, ranked #80.

Valley Wealth Managers first reported a position in SBUX in Q2 2022 and has held it in 13 quarters since. The position peaked at $5.24M in Q2 2026. 564 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Valley Wealth Managers held 51,721 shares of Starbucks worth $4.86M as of Q3 2026.
  • Valley Wealth Managers bought 425 Starbucks shares in Q3 2026, an estimated $43.9K.
  • Starbucks made up 0.28% of Valley Wealth Managers's portfolio in Q3 2026, its #80 holding.
  • Valley Wealth Managers first reported a position in Starbucks in Q2 2022 and has held it in 13 quarters since.
  • Valley Wealth Managers's Starbucks position peaked at $5.24M in Q2 2026.
  • 564 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.