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Wedmont Private Capital’s Starbucks SBUX Stock Holding History

Wedmont Private Capital’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 		$1.71M Buy
18,372
+915
+5% +$94.4K 0.04% 240
2026
Q2 		$1.85M Buy
17,457
+1,467
+9% +$148K 0.05% 203
2026
Q1 		$1.55M Buy
15,990
+1,695
+12% +$160K 0.05% 211
2025
Q4 		$1.24M Buy
14,295
+677
+5% +$57.1K 0.04% 238
2025
Q3 		$1.11M Sell
13,618
-370
-3% -$33.1K 0.04% 255
2025
Q2 		$1.33M Sell
13,988
-1,157
-8% -$100K 0.06% 209
2025
Q1 		$1.29M Buy
15,145
+1,633
+12% +$169K 0.07% 184
2024
Q4 		$1.25M Buy
13,512
+212
+2% +$20.5K 0.07% 179
2024
Q3 		$1.28M Sell
13,300
-582
-4% -$49.9K 0.07% 169
2024
Q2 		$1.04M Sell
13,882
-3,739
-21% -$305K 0.07% 190
2024
Q1 		$1.54M Sell
17,621
-287
-2% -$26.7K 0.11% 114
2023
Q4 		$1.69M Buy
17,908
+5,045
+39% +$491K 0.14% 97
2023
Q3 		$1.19M Sell
12,863
-165
-1% -$16.2K 0.12% 108
2023
Q2 		$1.32M Buy
13,028
+524
+4% +$54.4K 0.14% 93
2023
Q1 		$1.31M Sell
12,504
-53
-0.4% -$5.52K 0.17% 83
2022
Q4 		$1.34M Buy
12,557
+925
+8% +$87.3K 0.2% 82
2022
Q3 		$980K Buy
11,632
+2,757
+31% +$234K 0.2% 81
2022
Q2 		$678K Sell
8,875
-971
-10% -$74.6K 0.15% 112
2022
Q1 		$867K Buy
9,846
+3,556
+57% +$336K 0.19% 86
2021
Q4 		$644K Buy
+6,290
New +$709K 0.2% 87

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

Wedmont Private Capital's SBUX Position: Q3 2026 in Review

Wedmont Private Capital increased its Starbucks (SBUX) stake by 5.2% in Q3 2026, buying an estimated $94.4K and bringing the position to 18,372 shares worth $1.71M. The position accounts for 0.04% of the portfolio, ranked #240.

Wedmont Private Capital first reported a position in SBUX in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.85M in Q2 2026. 114 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Wedmont Private Capital held 18,372 shares of Starbucks worth $1.71M as of Q3 2026.
  • Wedmont Private Capital bought 915 Starbucks shares in Q3 2026, an estimated $94.4K.
  • Starbucks made up 0.04% of Wedmont Private Capital's portfolio in Q3 2026, its #240 holding.
  • Wedmont Private Capital first reported a position in Starbucks in Q4 2021 and has held it in 20 quarters since.
  • Wedmont Private Capital's Starbucks position peaked at $1.85M in Q2 2026.
  • 114 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.