Alpha Family Trust’s Starbucks SBUX Stock Holding History

Alpha Family Trust’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	$549K	Hold	6,130	–	–	0.27%	63
2025 Q4	$516K	Buy	6,130 +3,390	+124%	+$286K	0.24%	71
2025 Q3	$232K	Sell	2,740 -3,380	-55%	-$303K	0.11%	167
2025 Q2	$561K	Sell	6,120 -1,190	-16%	-$103K	0.28%	69
2025 Q1	$717K	Buy	+7,310	New	+$756K	0.42%	52
2024 Q4	–	Sell	-9,310	Closed	-$908K	–	170
2024 Q3	$908K	Buy	+9,310	New	+$799K	0.51%	34
2024 Q2	–	Sell	-6,655	Closed	-$608K	–	157
2024 Q1	$608K	Hold	6,655	–	–	0.37%	50
2023 Q4	$639K	Hold	6,655	–	–	0.43%	41
2023 Q3	$607K	Hold	6,655	–	–	0.46%	42
2023 Q2	$659K	Hold	6,655	–	–	0.46%	39
2023 Q1	$693K	Hold	6,655	–	–	0.55%	33
2022 Q4	$660K	Buy	+6,655	New	+$628K	0.6%	32

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alpha Family Trust's SBUX Position: Q1 2026 in Review

Alpha Family Trust held its Starbucks (SBUX) position steady in Q1 2026 at 6,130 shares worth $549K. The position accounts for 0.27% of the portfolio, ranked #63.

Alpha Family Trust first reported a position in SBUX in Q4 2022 and has held it in 12 quarters since. The position peaked at $908K in Q3 2024. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Alpha Family Trust held 6,130 shares of Starbucks worth $549K as of Q1 2026.
Alpha Family Trust left its Starbucks share count unchanged in Q1 2026.
Starbucks made up 0.27% of Alpha Family Trust's portfolio in Q1 2026, its #63 holding.
Alpha Family Trust first reported a position in Starbucks in Q4 2022 and has held it in 12 quarters since.
Alpha Family Trust's Starbucks position peaked at $908K in Q3 2024.
2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.