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VisionPoint Advisory Group’s Starbucks SBUX Stock Holding History

VisionPoint Advisory 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 		$200K Sell
2,129
-633
-23% -$65.3K 0.03% 449
2026
Q2 		$282K Buy
2,762
+485
+21% +$48.8K 0.05% 373
2026
Q1 		$204K Buy
+2,277
New +$215K 0.04% 427
2025
Q4 		– Sell
-2,433
Closed -$206K – 429
2025
Q3 		$206K Buy
2,433
+155
+7% +$13.9K 0.04% 383
2025
Q2 		$209K Buy
+2,278
New +$197K 0.05% 343
2024
Q3 		– Sell
-304
Closed -$23.7K – 669
2024
Q2 		$23.7K Buy
304
+195
+179% +$15.9K 0.01% 367
2024
Q1 		$9.92K Buy
109
+1
+0.9% +$93 ﹤0.01% 472
2023
Q4 		$10.4K Sell
108
-5
-4% -$487 ﹤0.01% 417
2023
Q3 		$10.3K Sell
113
-29
-20% -$2.85K ﹤0.01% 442
2023
Q2 		$14K Buy
+142
New +$14.7K 0.01% 352
2021
Q4 		– Sell
-2,098
Closed -$245K – 104
2021
Q3 		$245K Sell
2,098
-658
-24% -$77K 0.11% 90
2021
Q2 		$308K Sell
2,756
-70
-2% -$7.91K 0.14% 83
2021
Q1 		$309K Sell
2,826
-198
-7% -$20.8K 0.15% 93
2020
Q4 		$323K Buy
3,024
+310
+11% +$29.6K 0.16% 108
2020
Q3 		$233K Buy
+2,714
New +$216K 0.1% 111
2020
Q2 		– Sell
-3,454
Closed -$227K – 132
2020
Q1 		$227K Buy
+3,454
New +$279K 0.11% 102

Other funds holding SBUX

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

VisionPoint Advisory Group's SBUX Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Starbucks (SBUX) stake by 23% in Q3 2026, selling an estimated $65.3K and leaving 2,129 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #449.

VisionPoint Advisory Group first reported a position in SBUX in Q1 2020 and has held it in 16 quarters since. The position peaked at $323K in Q4 2020. 114 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • VisionPoint Advisory Group held 2,129 shares of Starbucks worth $200K as of Q3 2026.
  • VisionPoint Advisory Group sold 633 Starbucks shares in Q3 2026, an estimated $65.3K.
  • Starbucks made up 0.03% of VisionPoint Advisory Group's portfolio in Q3 2026, its #449 holding.
  • VisionPoint Advisory Group first reported a position in Starbucks in Q1 2020 and has held it in 16 quarters since.
  • VisionPoint Advisory Group's Starbucks position peaked at $323K in Q4 2020.
  • 114 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.