WT Wealth Management’s Starbucks SBUX Stock Holding History

WT Wealth Management’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	$1.63M	Sell	17,395 -3,263	-16%	-$337K	0.46%	60
2026 Q2	$2.11M	Buy	20,658 +2,164	+12%	+$218K	0.58%	56
2026 Q1	$1.66M	Sell	18,494 -12	-0.1%	-$1.14K	0.49%	61
2025 Q4	$1.56M	Buy	+18,506	New	+$1.56M	0.45%	63
2024 Q2	–	Sell	-12,948	Closed	-$1.18M	–	128
2024 Q1	$1.18M	Buy	12,948 +2,044	+19%	+$190K	0.42%	67
2023 Q4	$1.05M	Buy	+10,904	New	+$1.06M	0.41%	67
2022 Q2	–	Sell	-14,936	Closed	-$1.36M	–	118
2022 Q1	$1.36M	Buy	14,936 +1,464	+11%	+$138K	0.52%	64
2021 Q4	$1.58M	Buy	13,472 +1,124	+9%	+$127K	0.58%	59
2021 Q3	$1.36M	Buy	12,348 +1,613	+15%	+$189K	0.53%	63
2021 Q2	$1.2M	Buy	10,735 +1,481	+16%	+$167K	0.49%	66
2021 Q1	$1.01M	Buy	9,254 +4,242	+85%	+$445K	0.47%	64
2020 Q4	$536K	Buy	5,012 +2,343	+88%	+$224K	0.29%	88
2020 Q3	$229K	Buy	+2,669	New	+$213K	0.15%	100

Other funds holding SBUX

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

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 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

WT Wealth Management's SBUX Position: Q3 2026 in Review

WT Wealth Management reduced its Starbucks (SBUX) stake by 16% in Q3 2026, selling an estimated $337K and leaving 17,395 shares worth $1.63M. The position accounts for 0.46% of the portfolio, ranked #60.

WT Wealth Management first reported a position in SBUX in Q3 2020 and has held it in 13 quarters since. The position peaked at $2.11M in Q2 2026. 747 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

WT Wealth Management held 17,395 shares of Starbucks worth $1.63M as of Q3 2026.
WT Wealth Management sold 3,263 Starbucks shares in Q3 2026, an estimated $337K.
Starbucks made up 0.46% of WT Wealth Management's portfolio in Q3 2026, its #60 holding.
WT Wealth Management first reported a position in Starbucks in Q3 2020 and has held it in 13 quarters since.
WT Wealth Management's Starbucks position peaked at $2.11M in Q2 2026.
747 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.