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Alvarez & Marsal Private Wealth Partners’s Starbucks SBUX Stock Holding History

Alvarez & Marsal Private 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 		– Sell
-584
Closed -$49.2K – 189
2025
Q4 		$49.2K Buy
+584
New +$49.3K 0.01% 102

Other funds holding SBUX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's SBUX Position: Q1 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Starbucks (SBUX) in Q1 2026, closing a stake of 584 shares — an estimated $49.2K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in SBUX in Q4 2025 and held it in 1 quarter. The position peaked at $49.2K in Q4 2025. 2,342 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Starbucks position as of Q1 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 584 Starbucks shares in Q1 2026, an estimated $49.2K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Starbucks in Q4 2025 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's Starbucks position peaked at $49.2K in Q4 2025.
  • 2,342 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.