3Chopt Investment Partners’s Starbucks SBUX Stock Holding History

3Chopt Investment Partners’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	$418K	Buy	4,668 +1,644	+54%	+$156K	0.1%	150
2025 Q4	$255K	Sell	3,024 -1,310	-30%	-$111K	0.06%	192
2025 Q3	$367K	Buy	4,334 +213	+5%	+$19.1K	0.08%	165
2025 Q2	$378K	Sell	4,121 -539	-12%	-$46.7K	0.09%	164
2025 Q1	$457K	Buy	+4,660	New	+$482K	0.12%	139
2024 Q3	–	Sell	-4,065	Closed	-$316K	–	160
2024 Q2	$316K	Buy	+4,065	New	+$331K	0.1%	155
2024 Q1	–	Sell	-5,183	Closed	-$498K	–	144
2023 Q4	$498K	Buy	+5,183	New	+$504K	0.18%	105
2023 Q3	–	Sell	-4,546	Closed	-$450K	–	120
2023 Q2	$450K	Sell	4,546 -23	-0.5%	-$2.39K	0.23%	94
2023 Q1	$476K	Buy	4,569 +957	+26%	+$99.6K	0.25%	92
2022 Q4	$358K	Buy	+3,612	New	+$341K	0.2%	100

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

3Chopt Investment Partners's SBUX Position: Q1 2026 in Review

3Chopt Investment Partners increased its Starbucks (SBUX) stake by 54% in Q1 2026, buying an estimated $156K and bringing the position to 4,668 shares worth $418K. The position accounts for 0.1% of the portfolio, ranked #150.

3Chopt Investment Partners first reported a position in SBUX in Q4 2022 and has held it in 10 quarters since. The position peaked at $498K in Q4 2023. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

3Chopt Investment Partners held 4,668 shares of Starbucks worth $418K as of Q1 2026.
3Chopt Investment Partners bought 1,644 Starbucks shares in Q1 2026, an estimated $156K.
Starbucks made up 0.1% of 3Chopt Investment Partners's portfolio in Q1 2026, its #150 holding.
3Chopt Investment Partners first reported a position in Starbucks in Q4 2022 and has held it in 10 quarters since.
3Chopt Investment Partners's Starbucks position peaked at $498K in Q4 2023.
2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on 3Chopt Investment Partners's 13F filing for Q1 2026, filed 23 Apr 2026.