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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
2018
Q2 		– Sell
-500
Closed -$3K – 497
2018
Q1 		$3K Buy
+500
New +$28.9K ﹤0.01% 444

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.