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Badgley Phelps Wealth Managers’s Starbucks SBUX Stock Holding History

Badgley Phelps Wealth Managers’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 		$4.49M Sell
50,088
-11,029
-18% -$1.04M 0.09% 133
2025
Q4 		$5.15M Buy
61,117
+6,036
+11% +$509K 0.09% 132
2025
Q3 		$4.66M Sell
55,081
-549
-1% -$49.1K 0.1% 125
2025
Q2 		$5.1M Buy
55,630
+640
+1% +$55.5K 0.11% 123
2025
Q1 		$5.39M Sell
54,990
-717
-1% -$74.1K 0.13% 123
2024
Q4 		$5.08M Sell
55,707
-1,345
-2% -$130K 0.12% 120
2024
Q3 		$5.56M Sell
57,052
-5,361
-9% -$460K 0.13% 119
2024
Q2 		$4.86M Sell
62,413
-1,680
-3% -$137K 0.12% 116
2024
Q1 		$5.86M Sell
64,093
-2,482
-4% -$231K 0.15% 116
2023
Q4 		$6.39M Buy
66,575
+8,062
+14% +$785K 0.17% 108
2023
Q3 		$5.34M Buy
58,513
+1,165
+2% +$114K 0.18% 107
2023
Q2 		$5.68M Buy
57,348
+14,770
+35% +$1.53M 0.19% 107
2023
Q1 		$4.43M Sell
42,578
-168
-0.4% -$17.5K 0.16% 109
2022
Q4 		$4.24M Buy
42,746
+68
+0.2% +$6.42K 0.17% 107
2022
Q3 		$3.6M Buy
42,678
+284
+0.7% +$24.1K 0.15% 109
2022
Q2 		$3.24M Buy
42,394
+2,119
+5% +$163K 0.13% 112
2022
Q1 		$3.66M Sell
40,275
-843
-2% -$79.6K 0.13% 111
2021
Q4 		$4.81M Sell
41,118
-1,240
-3% -$140K 0.16% 114
2021
Q3 		$4.67M Buy
+42,358
New +$4.96M 0.17% 112

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

Badgley Phelps Wealth Managers's SBUX Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Starbucks (SBUX) stake by 18% in Q1 2026, selling an estimated $1.04M and leaving 50,088 shares worth $4.49M. The position accounts for 0.09% of the portfolio, ranked #133.

Badgley Phelps Wealth Managers first reported a position in SBUX in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.39M in Q4 2023. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Badgley Phelps Wealth Managers held 50,088 shares of Starbucks worth $4.49M as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 11,029 Starbucks shares in Q1 2026, an estimated $1.04M.
  • Starbucks made up 0.09% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #133 holding.
  • Badgley Phelps Wealth Managers first reported a position in Starbucks in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's Starbucks position peaked at $6.39M in Q4 2023.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.