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AE Wealth Management’s Starbucks SBUX Stock Holding History

AE 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 		$5.53M Buy
61,772
+8,722
+16% +$825K 0.03% 393
2025
Q4 		$4.47M Sell
53,050
-2,033
-4% -$171K 0.03% 421
2025
Q3 		$4.66M Buy
55,083
+12,711
+30% +$1.14M 0.03% 377
2025
Q2 		$3.88M Buy
42,372
+5,098
+14% +$442K 0.03% 401
2025
Q1 		$3.66M Sell
37,274
-32,932
-47% -$3.4M 0.03% 406
2024
Q4 		$6.41M Buy
70,206
+47,104
+204% +$4.56M 0.05% 305
2024
Q3 		$2.25M Buy
23,102
+3
+0% +$257 0.02% 494
2024
Q2 		$1.8M Buy
23,099
+6,841
+42% +$557K 0.02% 545
2024
Q1 		$1.49M Sell
16,258
-80,185
-83% -$7.46M 0.02% 566
2023
Q4 		$8.95M Buy
96,443
+2,484
+3% +$242K 0.05% 418
2023
Q3 		$8.58M Buy
93,959
+3,164
+3% +$311K 0.05% 415
2023
Q2 		$8.99M Buy
90,795
+326
+0.4% +$33.8K 0.05% 389
2023
Q1 		$9.42M Sell
90,469
-12,454
-12% -$1.3M 0.06% 359
2022
Q4 		$10.2M Sell
102,923
-7,683
-7% -$725K 0.07% 314
2022
Q3 		$9.32M Buy
110,606
+5,166
+5% +$439K 0.07% 290
2022
Q2 		$8.05M Buy
105,440
+34,394
+48% +$2.64M 0.06% 321
2022
Q1 		$6.46M Buy
71,046
+7,049
+11% +$665K 0.04% 374
2021
Q4 		$7.49M Buy
63,997
+2,461
+4% +$277K 0.05% 326
2021
Q3 		$6.79M Sell
61,536
-11,692
-16% -$1.37M 0.06% 312
2021
Q2 		$8.19M Sell
73,228
-707
-1% -$79.9K 0.07% 255
2021
Q1 		$8.08M Sell
73,935
-17,673
-19% -$1.86M 0.08% 237
2020
Q4 		$9.8M Buy
91,608
+9,181
+11% +$877K 0.11% 181
2020
Q3 		$7.08M Buy
82,427
+18,516
+29% +$1.48M 0.1% 183
2020
Q2 		$4.7M Buy
63,911
+2,743
+4% +$206K 0.07% 228
2020
Q1 		$4.02M Buy
61,168
+24,828
+68% +$2.01M 0.09% 199
2019
Q4 		$3.19M Buy
36,340
+3,685
+11% +$314K 0.07% 249
2019
Q3 		$2.89M Buy
32,655
+2,777
+9% +$257K 0.08% 209
2019
Q2 		$2.5M Buy
29,878
+16,003
+115% +$1.25M 0.08% 198
2019
Q1 		$1.03M Sell
13,875
-1,503
-10% -$103K 0.07% 212
2018
Q4 		$990K Sell
15,378
-438
-3% -$27.4K 0.17% 147
2018
Q3 		$899K Buy
15,816
+1,497
+10% +$79.2K 0.05% 234
2018
Q2 		$699K Sell
14,319
-2,718
-16% -$154K 0.05% 219
2018
Q1 		$986K Buy
17,037
+2,892
+20% +$167K 0.08% 171
2017
Q4 		$812K Buy
14,145
+319
+2% +$18.1K 0.07% 188
2017
Q3 		$743K Buy
13,826
+7,529
+120% +$417K 0.07% 190
2017
Q2 		$367K Buy
6,297
+848
+16% +$51.3K 0.04% 267
2017
Q1 		$318K Sell
5,449
-1,544
-22% -$87.4K 0.06% 208
2016
Q4 		$388K Buy
+6,993
New +$387K 0.16% 133

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

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

AE Wealth Management increased its Starbucks (SBUX) stake by 16% in Q1 2026, buying an estimated $825K and bringing the position to 61,772 shares worth $5.53M. The position accounts for 0.03% of the portfolio, ranked #393.

AE Wealth Management first reported a position in SBUX in Q4 2016 and has held it in 38 quarters since. The position peaked at $10.2M in Q4 2022. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • AE Wealth Management held 61,772 shares of Starbucks worth $5.53M as of Q1 2026.
  • AE Wealth Management bought 8,722 Starbucks shares in Q1 2026, an estimated $825K.
  • Starbucks made up 0.03% of AE Wealth Management's portfolio in Q1 2026, its #393 holding.
  • AE Wealth Management first reported a position in Starbucks in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Starbucks position peaked at $10.2M in Q4 2022.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

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