Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Starbucks SBUX Stock Holding History

Wealth Enhancement Advisory Services’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 		$36.7M Buy
488,836
+54,122
+12% +$5.58M 0.05% 312
2026
Q2 		$36.4M Sell
434,714
-4,991
-1% -$503K 0.06% 272
2026
Q1 		$31.9M Buy
439,705
+1,392
+0.3% +$132K 0.06% 276
2025
Q4 		$39.5M Buy
438,313
+3,748
+0.9% +$316K 0.05% 305
2025
Q3 		$35.3M Sell
434,565
-21,469
-5% -$1.92M 0.05% 307
2025
Q2 		$43.1M Sell
456,034
-16,742
-4% -$1.45M 0.07% 249
2025
Q1 		$46.4M Buy
472,776
+26,109
+6% +$2.7M 0.09% 219
2024
Q4 		$40.8M Sell
446,667
-13,634
-3% -$1.32M 0.08% 236
2024
Q3 		$44.9M Sell
460,301
-95,183
-17% -$8.17M 0.1% 207
2024
Q2 		$43.2M Buy
555,484
+24,164
+5% +$1.97M 0.1% 199
2024
Q1 		$48.6M Buy
531,320
+25,772
+5% +$2.4M 0.13% 168
2023
Q4 		$48.5M Sell
505,548
-4,586
-0.9% -$446K 0.14% 151
2023
Q3 		$46.6M Buy
510,134
+501,788
+6,012% +$49.3M 0.15% 139
2023
Q2 		$827K Sell
8,346
-918
-10% -$95.3K 0.01% 289
2023
Q1 		$965K Buy
+9,264
New +$964K 0.01% 309
2022
Q3 		– Sell
-67,110
Closed -$5.32M – 378
2022
Q2 		$5.32M Buy
+67,110
New +$5.15M 0.07% 125
2021
Q2 		– Sell
-40,473
Closed -$4.58M – 307
2021
Q1 		$4.58M Buy
40,473
+1,374
+4% +$144K 0.08% 104
2020
Q4 		$4M Buy
+39,099
New +$3.73M 0.09% 87
2020
Q1 		– Sell
-14,386
Closed -$1.26M – 265
2019
Q4 		$1.26M Buy
+14,386
New +$1.23M 0.04% 157
2016
Q4 		– Sell
-15,162
Closed -$809K – 178
2016
Q3 		$809K Sell
15,162
-6,458
-30% -$361K 0.12% 103
2016
Q2 		$1.24M Buy
+21,620
New +$1.23M 0.22% 91
2015
Q2 		– Sell
-14,066
Closed -$666K – 122
2015
Q1 		$666K Buy
14,066
+2,290
+19% +$103K 0.26% 84
2014
Q4 		$483K Buy
+11,776
New +$460K 0.19% 99

Other funds holding SBUX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Wealth Enhancement Advisory Services's SBUX Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Starbucks (SBUX) stake by 12% in Q3 2026, buying an estimated $5.58M and bringing the position to 488,836 shares worth $36.7M. The position accounts for 0.05% of the portfolio, ranked #312.

Wealth Enhancement Advisory Services first reported a position in SBUX in Q4 2014 and has held it in 23 quarters since. The position peaked at $48.6M in Q1 2024. 2,063 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Wealth Enhancement Advisory Services held 488,836 shares of Starbucks worth $36.7M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 54,122 Starbucks shares in Q3 2026, an estimated $5.58M.
  • Starbucks made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #312 holding.
  • Wealth Enhancement Advisory Services first reported a position in Starbucks in Q4 2014 and has held it in 23 quarters since.
  • Wealth Enhancement Advisory Services's Starbucks position peaked at $48.6M in Q1 2024.
  • 2,063 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

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