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Alaethes Wealth’s Starbucks SBUX Stock Holding History

Alaethes Wealth’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 		$420K Sell
4,689
-129
-3% -$12.2K 0.12% 97
2025
Q4 		$406K Buy
4,818
+29
+0.6% +$2.45K 0.11% 97
2025
Q3 		$405K Sell
4,789
-5
-0.1% -$448 0.11% 93
2025
Q2 		$439K Sell
4,794
-84
-2% -$7.28K 0.13% 88
2025
Q1 		$478K Buy
4,878
+194
+4% +$20.1K 0.18% 89
2024
Q4 		$427K Buy
4,684
+1
+0% +$97 0.15% 92
2024
Q3 		$457K Sell
4,683
-496
-10% -$42.6K 0.17% 94
2024
Q2 		$403K Sell
5,179
-224
-4% -$18.2K 0.17% 95
2024
Q1 		$494K Sell
5,403
-94
-2% -$8.74K 0.22% 92
2023
Q4 		$528K Hold
5,497
– – 0.25% 92
2023
Q3 		$502K Hold
5,497
– – 0.27% 90
2023
Q2 		$545K Hold
5,497
– – 0.3% 90
2023
Q1 		$572K Buy
5,497
+45
+0.8% +$4.68K 0.34% 89
2022
Q4 		$541K Sell
5,452
-1,202
-18% -$113K 0.37% 83
2022
Q3 		$561K Buy
6,654
+302
+5% +$25.7K 0.41% 83
2022
Q2 		$485K Sell
6,352
-4,011
-39% -$308K 0.36% 82
2022
Q1 		$943K Sell
10,363
-1,187
-10% -$112K 0.6% 69
2021
Q4 		$1.35M Sell
11,550
-4,163
-26% -$469K 0.85% 42
2021
Q3 		$1.73M Sell
15,713
-281
-2% -$32.9K 1.26% 18
2021
Q2 		$1.79M Buy
15,994
+503
+3% +$56.9K 1.38% 15
2021
Q1 		$1.69M Buy
+15,491
New +$1.63M 1.57% 14

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

Alaethes Wealth's SBUX Position: Q1 2026 in Review

Alaethes Wealth reduced its Starbucks (SBUX) stake by 2.7% in Q1 2026, selling an estimated $12.2K and leaving 4,689 shares worth $420K. The position accounts for 0.12% of the portfolio, ranked #97.

Alaethes Wealth first reported a position in SBUX in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.79M in Q2 2021. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Alaethes Wealth held 4,689 shares of Starbucks worth $420K as of Q1 2026.
  • Alaethes Wealth sold 129 Starbucks shares in Q1 2026, an estimated $12.2K.
  • Starbucks made up 0.12% of Alaethes Wealth's portfolio in Q1 2026, its #97 holding.
  • Alaethes Wealth first reported a position in Starbucks in Q1 2021 and has held it in 21 quarters since.
  • Alaethes Wealth's Starbucks position peaked at $1.79M in Q2 2021.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.