1 North Wealth Services’s Starbucks SBUX Stock Holding History

1 North Wealth Services’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 Q1	$10.8K	Hold	120	–	–	﹤0.01%	157
2025 Q4	$10.1K	Hold	120	–	–	﹤0.01%	161
2025 Q3	$10.2K	Hold	120	–	–	﹤0.01%	149
2025 Q2	$11K	Sell	120 -108	-47%	-$9.36K	﹤0.01%	143
2025 Q1	$22.4K	Buy	+228	New	+$23.6K	0.01%	109
2019 Q4	$30K	Hold	340	–	–	0.02%	118
2019 Q3	$30K	Buy	+340	New	+$31.5K	0.02%	88
2019 Q1	$25K	Hold	340	–	–	0.02%	96
2018 Q4	$22K	Buy	+340	New	+$21.3K	0.02%	101

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1 North Wealth Services's SBUX Position: Q1 2026 in Review

1 North Wealth Services held its Starbucks (SBUX) position steady in Q1 2026 at 120 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #157.

1 North Wealth Services first reported a position in SBUX in Q4 2018 and has held it in 9 quarters since. The position peaked at $30K in Q4 2019. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

1 North Wealth Services held 120 shares of Starbucks worth $10.8K as of Q1 2026.
1 North Wealth Services left its Starbucks share count unchanged in Q1 2026.
Starbucks made up ﹤0.01% of 1 North Wealth Services's portfolio in Q1 2026, its #157 holding.
1 North Wealth Services first reported a position in Starbucks in Q4 2018 and has held it in 9 quarters since.
1 North Wealth Services's Starbucks position peaked at $30K in Q4 2019.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.