49 Wealth Management’s Starbucks SBUX Stock Holding History

49 Wealth Management’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	$469K	Buy	5,240 +101	+2%	+$9.55K	0.04%	120
2025 Q4	$433K	Sell	5,139 -107	-2%	-$9.03K	0.04%	121
2025 Q3	$444K	Buy	5,246 +54	+1%	+$4.83K	0.04%	106
2025 Q2	$476K	Sell	5,192 -40	-0.8%	-$3.47K	0.05%	89
2025 Q1	$513K	Buy	5,232 +176	+3%	+$18.2K	0.06%	93
2024 Q4	$461K	Sell	5,056 -473	-9%	-$45.8K	0.07%	89
2024 Q3	$539K	Buy	5,529 +619	+13%	+$53.1K	0.09%	80
2024 Q2	$379K	Sell	4,910 -40	-0.8%	-$3.26K	0.07%	96
2024 Q1	$453K	Buy	+4,950	New	+$460K	0.1%	60

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

49 Wealth Management's SBUX Position: Q1 2026 in Review

49 Wealth Management increased its Starbucks (SBUX) stake by 2% in Q1 2026, buying an estimated $9.55K and bringing the position to 5,240 shares worth $469K. The position accounts for 0.04% of the portfolio, ranked #120.

49 Wealth Management first reported a position in SBUX in Q1 2024 and has held it in 9 quarters since. The position peaked at $539K in Q3 2024. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

49 Wealth Management held 5,240 shares of Starbucks worth $469K as of Q1 2026.
49 Wealth Management bought 101 Starbucks shares in Q1 2026, an estimated $9.55K.
Starbucks made up 0.04% of 49 Wealth Management's portfolio in Q1 2026, its #120 holding.
49 Wealth Management first reported a position in Starbucks in Q1 2024 and has held it in 9 quarters since.
49 Wealth Management's Starbucks position peaked at $539K in Q3 2024.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.