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Atomi Financial Group’s Starbucks SBUX Stock Holding History

Atomi Financial Group’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 		$2.1M Sell
23,415
-6,393
-21% -$605K 0.06% 237
2025
Q4 		$2.51M Buy
29,808
+6,229
+26% +$525K 0.07% 198
2025
Q3 		$1.99M Buy
23,579
+7,102
+43% +$636K 0.06% 203
2025
Q2 		$1.51M Sell
16,477
-778
-5% -$67.4K 0.06% 236
2025
Q1 		$1.69M Buy
17,255
+2,394
+16% +$247K 0.08% 197
2024
Q4 		$1.36M Buy
14,861
+1,741
+13% +$168K 0.07% 210
2024
Q3 		$1.28M Buy
13,120
+2,843
+28% +$244K 0.08% 197
2024
Q2 		$800K Buy
10,277
+859
+9% +$70K 0.06% 257
2024
Q1 		$861K Buy
9,418
+3,277
+53% +$305K 0.08% 212
2023
Q4 		$590K Buy
6,141
+3,256
+113% +$317K 0.08% 232
2023
Q3 		$263K Buy
2,885
+752
+35% +$73.8K 0.09% 270
2023
Q2 		$211K Buy
+2,133
New +$221K 0.1% 241

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

Atomi Financial Group's SBUX Position: Q1 2026 in Review

Atomi Financial Group reduced its Starbucks (SBUX) stake by 21% in Q1 2026, selling an estimated $605K and leaving 23,415 shares worth $2.1M. The position accounts for 0.06% of the portfolio, ranked #237.

Atomi Financial Group first reported a position in SBUX in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.51M in Q4 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Atomi Financial Group held 23,415 shares of Starbucks worth $2.1M as of Q1 2026.
  • Atomi Financial Group sold 6,393 Starbucks shares in Q1 2026, an estimated $605K.
  • Starbucks made up 0.06% of Atomi Financial Group's portfolio in Q1 2026, its #237 holding.
  • Atomi Financial Group first reported a position in Starbucks in Q2 2023 and has held it in 12 quarters since.
  • Atomi Financial Group's Starbucks position peaked at $2.51M in Q4 2025.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.