Winthrop Partners - WNY, LLC SBUX STARBUCKS CORPORATION

Ownership history in Winthrop Partners - WNY, LLC  ·  8 quarters on record

AI Ownership Summary

Winthrop Partners - WNY, LLC reported STARBUCKS CORPORATION (SBUX) in 8 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.11% in 2026 Q1. The latest visible filing shows SBUX at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SBUX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Winthrop Partners - WNY, LLC's position in STARBUCKS CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SBUX was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Winthrop Partners - WNY, LLC held SBUX — position size vs. price
% of Fund (quarterly)    SBUX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 2,347 -375 -13.8% 0.11% $210K 2026-05-07 $103.65
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Winthrop Partners - WNY, LLC and SBUX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Winthrop Partners - WNY, LLC reported owning SBUX?

Winthrop Partners - WNY, LLC reported SBUX across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported SBUX position in Winthrop Partners - WNY, LLC's portfolio?

The largest reported portfolio weight for SBUX was 0.11% in 2026 Q1.

What is the latest reported SBUX position on this page?

The most recent filing on this page is 2026 Q1, when Winthrop Partners - WNY, LLC reported 2,347 shares, equal to 0.11% of portfolio, with an estimated market value of $210K.

What does the chart on this SBUX ownership page compare?

The chart compares Winthrop Partners - WNY, LLC's quarterly SBUX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Winthrop Partners - WNY, LLC time their SBUX position?

Based on 13F filing dates vs. subsequent SBUX price moves, Winthrop Partners - WNY, LLC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on SBUX relative to SPY over the holding period was +25.1%.

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