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Atlantic Private Wealth’s Starbucks SBUX Stock Holding History

Atlantic Private 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 		$26.9K Hold
300
– – 0.02% 163
2025
Q4 		$25.3K Buy
300
+100
+50% +$8.44K 0.02% 157
2025
Q3 		$16.9K Hold
200
– – 0.01% 162
2025
Q2 		$18.3K Hold
200
– – 0.01% 157
2025
Q1 		$19.6K Hold
200
– – 0.01% 157
2024
Q4 		$18.3K Hold
200
– – 0.01% 146
2024
Q3 		$19.5K Buy
+200
New +$17.2K 0.01% 135

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

Atlantic Private Wealth's SBUX Position: Q1 2026 in Review

Atlantic Private Wealth held its Starbucks (SBUX) position steady in Q1 2026 at 300 shares worth $26.9K. The position accounts for 0.02% of the portfolio, ranked #163.

Atlantic Private Wealth first reported a position in SBUX in Q3 2024 and has held it in 7 quarters since. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Atlantic Private Wealth held 300 shares of Starbucks worth $26.9K as of Q1 2026.
  • Atlantic Private Wealth left its Starbucks share count unchanged in Q1 2026.
  • Starbucks made up 0.02% of Atlantic Private Wealth's portfolio in Q1 2026, its #163 holding.
  • Atlantic Private Wealth first reported a position in Starbucks in Q3 2024 and has held it in 7 quarters since.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

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