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Accretive Wealth Partners’s Starbucks SBUX Stock Holding History

Accretive Wealth 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 		$1.77M Buy
19,750
+662
+3% +$62.6K 0.5% 53
2025
Q4 		$1.61M Sell
19,088
-32
-0.2% -$2.7K 0.48% 63
2025
Q3 		$1.62M Buy
19,120
+634
+3% +$56.8K 0.49% 59
2025
Q2 		$1.69M Buy
18,486
+290
+2% +$25.1K 0.56% 57
2025
Q1 		$1.51M Buy
18,196
+2,795
+18% +$289K 0.53% 61
2024
Q4 		$1.41M Sell
15,401
-124
-0.8% -$12K 0.6% 60
2024
Q3 		$1.51M Sell
15,525
-1,312
-8% -$113K 0.63% 54
2024
Q2 		$1.31M Buy
16,837
+1,724
+11% +$140K 0.55% 62
2024
Q1 		$1.1M Buy
15,113
+177
+1% +$16.5K 0.49% 64
2023
Q4 		$1.43M Sell
14,936
-64
-0.4% -$6.23K 0.69% 51
2023
Q3 		$1.37M Buy
15,000
+131
+0.9% +$12.9K 0.82% 35
2023
Q2 		$1.47M Buy
14,869
+223
+2% +$23.1K 0.87% 33
2023
Q1 		$1.53M Buy
14,646
+74
+0.5% +$7.7K 0.98% 28
2022
Q4 		$1.45M Buy
14,572
+243
+2% +$22.9K 0.99% 32
2022
Q3 		$1.21M Buy
14,329
+13
+0.1% +$1.1K 0.92% 35
2022
Q2 		$1.09M Buy
14,316
+560
+4% +$43K 0.79% 45
2022
Q1 		$1.25M Buy
13,756
+487
+4% +$46K 0.79% 43
2021
Q4 		$1.55M Buy
13,269
+399
+3% +$45K 0.99% 27
2021
Q3 		$1.42M Buy
12,870
+444
+4% +$52K 1% 24
2021
Q2 		$1.39M Buy
12,426
+869
+8% +$98.2K 1% 28
2021
Q1 		$1.26M Buy
11,557
+365
+3% +$38.3K 1.14% 20
2020
Q4 		$1.2M Buy
+11,192
New +$1.07M 1.18% 18

Other funds holding SBUX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accretive Wealth Partners's SBUX Position: Q1 2026 in Review

Accretive Wealth Partners increased its Starbucks (SBUX) stake by 3.5% in Q1 2026, buying an estimated $62.6K and bringing the position to 19,750 shares worth $1.77M. The position accounts for 0.5% of the portfolio, ranked #53.

Accretive Wealth Partners first reported a position in SBUX in Q4 2020 and has held it in 22 quarters since. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Accretive Wealth Partners held 19,750 shares of Starbucks worth $1.77M as of Q1 2026.
  • Accretive Wealth Partners bought 662 Starbucks shares in Q1 2026, an estimated $62.6K.
  • Starbucks made up 0.5% of Accretive Wealth Partners's portfolio in Q1 2026, its #53 holding.
  • Accretive Wealth Partners first reported a position in Starbucks in Q4 2020 and has held it in 22 quarters since.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.