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United Wealth Management, LLC → SBUX

United Wealth Management, LLC SBUX Position History

Starbucks Corporation • Consumer Cyclical

Quarters held
5
Latest value
$10.8M
Q3 2026
Peak value
$11M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$8.4M
Q4 2025$8.9M
Q1 2026$9.4M
Q2 2026$11M
Q3 2026$10.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.8M272.3K——
Q2 2026$11M269.5K——
Q1 2026$9.4M273.2K——
Q4 2025$8.9M268.4K——
Q3 2025$8.4M263.4K——

Other funds holding SBUX

Other United Wealth Management, LLC positions

HPE-PC

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$37.6M
HPE-PC

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$36.8M
QCOM

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$36.2M
QCOM

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$35.5M
HPE-PC

DIMENSIONAL ETF TRUST

$34.8M
QCOM

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$34.6M
HPE-PC

DIMENSIONAL ETF TRUST

$33.2M
QCOM

DIMENSIONAL ETF TRUST

$33.2M
United Wealth Management, LLC SBUX Holdings: 13F Position History | Track13F