Abbot Financial Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $300K | Buy |
3,353
+69
| +2% | +$6.53K | 0.13% | 121 |
|
|
2025
Q4 | $277K | Sell |
3,284
-50
| -1% | -$4.22K | 0.11% | 122 |
|
|
2025
Q3 | $282K | Sell |
3,334
-225
| -6% | -$20.1K | 0.12% | 121 |
|
|
2025
Q2 | $326K | Hold |
3,559
| – | – | 0.15% | 117 |
|
|
2025
Q1 | $349K | Hold |
3,559
| – | – | 0.18% | 108 |
|
|
2024
Q4 | $325K | Sell |
3,559
-100
| -3% | -$9.67K | 0.16% | 110 |
|
|
2024
Q3 | $357K | Hold |
3,659
| – | – | 0.18% | 108 |
|
|
2024
Q2 | $285K | Hold |
3,659
| – | – | 0.15% | 109 |
|
|
2024
Q1 | $334K | Hold |
3,659
| – | – | 0.18% | 103 |
|
|
2023
Q4 | $351K | Hold |
3,659
| – | – | 0.21% | 99 |
|
|
2023
Q3 | $334K | Hold |
3,659
| – | – | 0.22% | 95 |
|
|
2023
Q2 | $362K | Hold |
3,659
| – | – | 0.23% | 87 |
|
|
2023
Q1 | $381K | Sell |
3,659
-1
| -0% | -$104 | 0.26% | 82 |
|
|
2022
Q4 | $363K | Hold |
3,660
| – | – | 0.25% | 87 |
|
|
2022
Q3 | $308K | Sell |
3,660
-100
| -3% | -$8.49K | 0.22% | 90 |
|
|
2022
Q2 | $287K | Hold |
3,760
| – | – | 0.17% | 103 |
|
|
2022
Q1 | $342K | Sell |
3,760
-200
| -5% | -$18.9K | 0.17% | 103 |
|
|
2021
Q4 | $463K | Buy |
3,960
+2
| +0.1% | +$225 | 0.21% | 90 |
|
|
2021
Q3 | $437K | Buy |
3,958
+7
| +0.2% | +$820 | 0.2% | 94 |
|
|
2021
Q2 | $442K | Hold |
3,951
| – | – | 0.19% | 91 |
|
|
2021
Q1 | $432K | Buy |
3,951
+201
| +5% | +$21.1K | 0.2% | 89 |
|
|
2020
Q4 | $401K | Sell |
3,750
-250
| -6% | -$23.9K | 0.23% | 85 |
|
|
2020
Q3 | $344K | Hold |
4,000
| – | – | 0.22% | 86 |
|
|
2020
Q2 | $294K | Hold |
4,000
| – | – | 0.2% | 94 |
|
|
2020
Q1 | $263K | Hold |
4,000
| – | – | 0.21% | 93 |
|
|
2019
Q4 | $352K | Hold |
4,000
| – | – | 0.22% | 95 |
|
|
2019
Q3 | $354K | Sell |
4,000
-500
| -11% | -$46.4K | 0.25% | 88 |
|
|
2019
Q2 | $377K | Hold |
4,500
| – | – | 0.27% | 86 |
|
|
2019
Q1 | $335K | Hold |
4,500
| – | – | 0.26% | 83 |
|
|
2018
Q4 | $290K | Sell |
4,500
-500
| -10% | -$31.3K | 0.26% | 84 |
|
|
2018
Q3 | $284K | Hold |
5,000
| – | – | 0.21% | 93 |
|
|
2018
Q2 | $244K | Hold |
5,000
| – | – | 0.19% | 95 |
|
|
2018
Q1 | $289K | Sell |
5,000
-750
| -13% | -$43.4K | 0.23% | 89 |
|
|
2017
Q4 | $330K | Sell |
5,750
-1,000
| -15% | -$56.6K | 0.26% | 82 |
|
|
2017
Q3 | $366K | Hold |
6,750
| – | – | 0.3% | 78 |
|
|
2017
Q2 | $394K | Buy |
+6,750
| New | +$408K | 0.35% | 74 |
|
Other funds holding SBUX
VCM
VPM
Abbot Financial Management's SBUX Position: Q1 2026 in Review
Abbot Financial Management increased its Starbucks (SBUX) stake by 2.1% in Q1 2026, buying an estimated $6.53K and bringing the position to 3,353 shares worth $300K. The position accounts for 0.13% of the portfolio, ranked #121.
Abbot Financial Management first reported a position in SBUX in Q2 2017 and has held it in 36 quarters since. The position peaked at $463K in Q4 2021. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.
- Abbot Financial Management held 3,353 shares of Starbucks worth $300K as of Q1 2026.
- Abbot Financial Management bought 69 Starbucks shares in Q1 2026, an estimated $6.53K.
- Starbucks made up 0.13% of Abbot Financial Management's portfolio in Q1 2026, its #121 holding.
- Abbot Financial Management first reported a position in Starbucks in Q2 2017 and has held it in 36 quarters since.
- Abbot Financial Management's Starbucks position peaked at $463K in Q4 2021.
- 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.
Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.