Aspen Wealth Strategies’s Starbucks SBUX Stock Holding History

Aspen Wealth Strategies’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	$602K	Sell	6,716 -236	-3%	-$22.3K	0.32%	51
2025 Q4	$585K	Sell	6,952 -95	-1%	-$8.01K	0.32%	49
2025 Q3	$596K	Buy	7,047 +53	+0.8%	+$4.74K	0.33%	45
2025 Q2	$641K	Hold	6,994	–	–	0.39%	40
2025 Q1	$686K	Sell	6,994 -159	-2%	-$16.4K	0.45%	40
2024 Q4	$653K	Buy	7,153 +2,702	+61%	+$261K	0.42%	37
2024 Q3	$434K	Buy	4,451 +191	+4%	+$16.4K	0.28%	53
2024 Q2	$320K	Sell	4,260 -516	-11%	-$42K	0.22%	55
2024 Q1	$437K	Sell	4,776 -429	-8%	-$39.9K	0.3%	48
2023 Q4	$500K	Sell	5,205 -40	-0.8%	-$3.89K	0.36%	43
2023 Q3	$479K	Sell	5,245 -35	-0.7%	-$3.44K	0.37%	36
2023 Q2	$523K	Sell	5,280 -187	-3%	-$19.4K	0.4%	38
2023 Q1	$569K	Sell	5,467 -47	-0.9%	-$4.89K	0.44%	29
2022 Q4	$547K	Buy	+5,514	New	+$520K	0.44%	30

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

Aspen Wealth Strategies's SBUX Position: Q1 2026 in Review

Aspen Wealth Strategies reduced its Starbucks (SBUX) stake by 3.4% in Q1 2026, selling an estimated $22.3K and leaving 6,716 shares worth $602K. The position accounts for 0.32% of the portfolio, ranked #51.

Aspen Wealth Strategies first reported a position in SBUX in Q4 2022 and has held it in 14 quarters since. The position peaked at $686K in Q1 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Aspen Wealth Strategies held 6,716 shares of Starbucks worth $602K as of Q1 2026.
Aspen Wealth Strategies sold 236 Starbucks shares in Q1 2026, an estimated $22.3K.
Starbucks made up 0.32% of Aspen Wealth Strategies's portfolio in Q1 2026, its #51 holding.
Aspen Wealth Strategies first reported a position in Starbucks in Q4 2022 and has held it in 14 quarters since.
Aspen Wealth Strategies's Starbucks position peaked at $686K in Q1 2025.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.