Atwater Malick’s Starbucks SBUX Stock Holding History

Atwater Malick’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	$227K	Sell	2,535 -184	-7%	-$17.4K	0.06%	88
2025 Q4	$229K	Sell	2,719 -202	-7%	-$17K	0.06%	79
2025 Q3	$247K	Buy	2,921 +135	+5%	+$12.1K	0.07%	77
2025 Q2	$255K	Hold	2,786	–	–	0.08%	73
2025 Q1	$273K	Hold	2,786	–	–	0.09%	69
2024 Q4	$254K	Hold	2,786	–	–	0.09%	66
2024 Q3	$272K	Hold	2,786	–	–	0.09%	67
2024 Q2	$217K	Hold	2,786	–	–	0.07%	72
2024 Q1	$255K	Buy	2,786 +184	+7%	+$17.1K	0.09%	71
2023 Q4	$250K	Hold	2,602	–	–	0.1%	64
2023 Q3	$237K	Hold	2,602	–	–	0.1%	60
2023 Q2	$258K	Hold	2,602	–	–	0.11%	61
2023 Q1	$271K	Hold	2,602	–	–	0.13%	53
2022 Q4	$258K	Hold	2,602	–	–	0.13%	52
2022 Q3	$219K	Buy	+2,602	New	+$221K	0.12%	50
2022 Q2	–	Sell	-2,602	Closed	-$237K	–	58
2022 Q1	$237K	Hold	2,602	–	–	0.11%	48
2021 Q4	$304K	Hold	2,602	–	–	0.14%	43
2021 Q3	$287K	Buy	+2,602	New	+$305K	0.15%	42
2019 Q4	–	Sell	-202	Closed	-$18K	–	168
2019 Q3	$18K	Buy	+202	New	+$18.7K	0.02%	113

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

Atwater Malick's SBUX Position: Q1 2026 in Review

Atwater Malick reduced its Starbucks (SBUX) stake by 6.8% in Q1 2026, selling an estimated $17.4K and leaving 2,535 shares worth $227K. The position accounts for 0.06% of the portfolio, ranked #88.

Atwater Malick first reported a position in SBUX in Q3 2019 and has held it in 19 quarters since. The position peaked at $304K in Q4 2021. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Atwater Malick held 2,535 shares of Starbucks worth $227K as of Q1 2026.
Atwater Malick sold 184 Starbucks shares in Q1 2026, an estimated $17.4K.
Starbucks made up 0.06% of Atwater Malick's portfolio in Q1 2026, its #88 holding.
Atwater Malick first reported a position in Starbucks in Q3 2019 and has held it in 19 quarters since.
Atwater Malick's Starbucks position peaked at $304K in Q4 2021.
2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Atwater Malick's 13F filing for Q1 2026, filed 22 Apr 2026.