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New Dimensions Wealth Management, LLC → SBUX

New Dimensions Wealth Management, LLC SBUX Position History

Starbucks Corporation • Consumer Cyclical

Quarters held
5
Latest value
$14.1M
Q3 2026
Peak value
$14.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$11.8M
Q4 2025$12M
Q1 2026$12.1M
Q2 2026$13.9M
Q3 2026$14.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$14.1M355.3K——
Q2 2026$13.9M342.3K——
Q1 2026$12.1M350.0K——
Q4 2025$12M364.2K——
Q3 2025$11.8M368.4K——

Other funds holding SBUX

Other New Dimensions Wealth Management, LLC positions

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HPE-PC

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NSC

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NSC

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NSC

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$9.8M