James T. Borello RIA’s Starbucks SBUX Stock Holding History

James T. Borello RIA’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	$127K	Sell	1,349 -21	-2%	-$2.17K	0.03%	150
2026 Q2	$140K	Sell	1,370 -23	-2%	-$2.32K	0.03%	137
2026 Q1	$125K	Buy	1,393 +153	+12%	+$14.5K	0.03%	137
2025 Q4	$104K	Buy	1,240 +2	+0.2%	+$169	0.03%	131
2025 Q3	$105K	Buy	1,238 +142	+13%	+$12.7K	0.03%	121
2025 Q2	$100K	Hold	1,096	–	–	0.03%	116
2025 Q1	$108K	Buy	1,096 +400	+57%	+$41.4K	0.03%	101
2024 Q4	$63.5K	Sell	696 -207	-23%	-$20K	0.02%	107
2024 Q3	$88.1K	Buy	903 +1	+0.1%	+$86	0.04%	90
2024 Q2	$70.2K	Buy	902 +1	+0.1%	+$81	0.03%	91
2024 Q1	$82.3K	Buy	901 +2	+0.2%	+$186	0.04%	88
2023 Q4	$86.4K	Buy	+899	New	+$87.5K	0.07%	62

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

James T. Borello RIA's SBUX Position: Q3 2026 in Review

James T. Borello RIA reduced its Starbucks (SBUX) stake by 1.5% in Q3 2026, selling an estimated $2.17K and leaving 1,349 shares worth $127K. The position accounts for 0.03% of the portfolio, ranked #150.

James T. Borello RIA first reported a position in SBUX in Q4 2023 and has held it in 12 quarters since. The position peaked at $140K in Q2 2026. 687 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

James T. Borello RIA held 1,349 shares of Starbucks worth $127K as of Q3 2026.
James T. Borello RIA sold 21 Starbucks shares in Q3 2026, an estimated $2.17K.
Starbucks made up 0.03% of James T. Borello RIA's portfolio in Q3 2026, its #150 holding.
James T. Borello RIA first reported a position in Starbucks in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's Starbucks position peaked at $140K in Q2 2026.
687 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.