Welch Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $326K | Sell |
3,468
-19
| -0.5% | -$1.96K | 0.01% | 245 |
|
|
2026
Q2 | $356K | Buy |
3,487
+32
| +0.9% | +$3.22K | 0.01% | 232 |
|
|
2026
Q1 | $310K | Hold |
3,455
| – | – | 0.01% | 235 |
|
|
2025
Q4 | $291K | Sell |
3,455
-2,861
| -45% | -$241K | 0.01% | 243 |
|
|
2025
Q3 | $534K | Buy |
6,316
+404
| +7% | +$36.2K | 0.02% | 161 |
|
|
2025
Q2 | $542K | Buy |
5,912
+31
| +0.5% | +$2.69K | 0.02% | 149 |
|
|
2025
Q1 | $575K | Buy |
5,881
+11
| +0.2% | +$1.14K | 0.03% | 134 |
|
|
2024
Q4 | $532K | Hold |
5,870
| – | – | 0.02% | 152 |
|
|
2024
Q3 | $572K | Buy |
5,870
+1,101
| +23% | +$94.5K | 0.02% | 131 |
|
|
2024
Q2 | $371K | Sell |
4,769
-225
| -5% | -$18.3K | 0.02% | 168 |
|
|
2024
Q1 | $456K | Sell |
4,994
-165
| -3% | -$15.3K | 0.02% | 131 |
|
|
2023
Q4 | $495K | Buy |
5,159
+70
| +1% | +$6.81K | 0.03% | 126 |
|
|
2023
Q3 | $465K | Buy |
5,089
+96
| +2% | +$9.42K | 0.03% | 114 |
|
|
2023
Q2 | $495K | Hold |
4,993
| – | – | 0.03% | 110 |
|
|
2023
Q1 | $520K | Sell |
4,993
-79
| -2% | -$8.22K | 0.03% | 108 |
|
|
2022
Q4 | $503K | Buy |
5,072
+239
| +5% | +$22.6K | 0.03% | 118 |
|
|
2022
Q3 | $407K | Sell |
4,833
-27
| -0.6% | -$2.29K | 0.03% | 110 |
|
|
2022
Q2 | $371K | Buy |
4,860
+2
| +0% | +$154 | 0.02% | 125 |
|
|
2022
Q1 | $442K | Sell |
4,858
-131
| -3% | -$12.4K | 0.03% | 124 |
|
|
2021
Q4 | $584K | Buy |
4,989
+131
| +3% | +$14.8K | 0.03% | 113 |
|
|
2021
Q3 | $536K | Buy |
4,858
+19
| +0.4% | +$2.22K | 0.04% | 106 |
|
|
2021
Q2 | $541K | Buy |
4,839
+27
| +0.6% | +$3.05K | 0.04% | 102 |
|
|
2021
Q1 | $526K | Sell |
4,812
-1
| -0% | -$105 | 0.04% | 105 |
|
|
2020
Q4 | $515K | Buy |
4,813
+25
| +0.5% | +$2.39K | 0.04% | 97 |
|
|
2020
Q3 | $411K | Hold |
4,788
| – | – | 0.04% | 101 |
|
|
2020
Q2 | $352K | Buy |
4,788
+223
| +5% | +$16.8K | 0.03% | 99 |
|
|
2020
Q1 | $300K | Buy |
4,565
+3,283
| +256% | +$266K | 0.03% | 97 |
|
|
2019
Q4 | $113K | Hold |
1,282
| – | – | 0.01% | 146 |
|
|
2019
Q3 | $113K | Sell |
1,282
-47
| -4% | -$4.36K | 0.01% | 136 |
|
|
2019
Q2 | $111K | Buy |
+1,329
| New | +$104K | 0.01% | 136 |
|
|
2017
Q3 | – | Sell |
-6,956
| Closed | -$406K | – | 146 |
|
|
2017
Q2 | $406K | Buy |
+6,956
| New | +$421K | 0.07% | 83 |
|
Other funds holding SBUX
Welch Group's SBUX Position: Q3 2026 in Review
Welch Group reduced its Starbucks (SBUX) stake by 0.54% in Q3 2026, selling an estimated $1.96K and leaving 3,468 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #245.
Welch Group first reported a position in SBUX in Q2 2017 and has held it in 31 quarters since. The position peaked at $584K in Q4 2021. 1,430 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.
- Welch Group held 3,468 shares of Starbucks worth $326K as of Q3 2026.
- Welch Group sold 19 Starbucks shares in Q3 2026, an estimated $1.96K.
- Starbucks made up 0.01% of Welch Group's portfolio in Q3 2026, its #245 holding.
- Welch Group first reported a position in Starbucks in Q2 2017 and has held it in 31 quarters since.
- Welch Group's Starbucks position peaked at $584K in Q4 2021.
- 1,430 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.
Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.