Wealth Advisory Solutions’s Starbucks SBUX Stock Holding History

Wealth Advisory Solutions’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	–	Sell	-2,291	Closed	-$234K	–	155
2026 Q2	$234K	Buy	+2,291	New	+$231K	0.05%	139
2024 Q3	–	Sell	-16,310	Closed	-$1.27M	–	131
2024 Q2	$1.27M	Sell	16,310 -67,814	-81%	-$5.52M	0.34%	59
2024 Q1	$7.69M	Buy	84,124 +35,521	+73%	+$3.3M	1.99%	14
2023 Q4	$4.67M	Sell	48,603 -3,156	-6%	-$307K	1.63%	23
2023 Q3	$4.95M	Buy	+51,759	New	+$5.08M	0.97%	29
2023 Q1	–	Sell	-2,926	Closed	-$290K	–	136
2022 Q4	$290K	Buy	2,926 +50	+2%	+$4.72K	0.08%	110
2022 Q3	$242K	Sell	2,876 -454	-14%	-$38.6K	0.07%	121
2022 Q2	$254K	Buy	+3,330	New	+$256K	0.06%	131

Other funds holding SBUX

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wealth Advisory Solutions's SBUX Position: Q3 2026 in Review

Wealth Advisory Solutions sold out of Starbucks (SBUX) in Q3 2026, closing a stake of 2,291 shares — an estimated $234K sold.

Wealth Advisory Solutions first reported a position in SBUX in Q2 2022 and held it in 8 quarters. The position peaked at $7.69M in Q1 2024. 626 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

Wealth Advisory Solutions reported no remaining Starbucks position as of Q3 2026 after selling out during the quarter.
Wealth Advisory Solutions sold 2,291 Starbucks shares in Q3 2026, an estimated $234K.
Wealth Advisory Solutions first reported a position in Starbucks in Q2 2022 and held it in 8 quarters.
Wealth Advisory Solutions's Starbucks position peaked at $7.69M in Q1 2024.
626 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.