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Ball & Co Wealth Management’s Starbucks SBUX Stock Holding History

Ball & Co Wealth Management’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 		$42K Buy
476
+3
+0.6% +$284 0.04% 41
2025
Q4 		$39K Buy
473
+4
+0.9% +$337 0.03% 42
2025
Q3 		$39K Buy
469
+3
+0.6% +$269 0.03% 50
2025
Q2 		$42K Buy
466
+23
+5% +$1.99K 0.04% 35
2025
Q1 		$43K Sell
443
-10
-2% -$1.03K 0.05% 33
2024
Q4 		$41K Buy
+453
New +$43.8K 0.03% 36

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

Ball & Co Wealth Management's SBUX Position: Q1 2026 in Review

Ball & Co Wealth Management increased its Starbucks (SBUX) stake by 0.63% in Q1 2026, buying an estimated $284 and bringing the position to 476 shares worth $42K. The position accounts for 0.04% of the portfolio, ranked #41.

Ball & Co Wealth Management first reported a position in SBUX in Q4 2024 and has held it in 6 quarters since. The position peaked at $43K in Q1 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Ball & Co Wealth Management held 476 shares of Starbucks worth $42K as of Q1 2026.
  • Ball & Co Wealth Management bought 3 Starbucks shares in Q1 2026, an estimated $284.
  • Starbucks made up 0.04% of Ball & Co Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Ball & Co Wealth Management first reported a position in Starbucks in Q4 2024 and has held it in 6 quarters since.
  • Ball & Co Wealth Management's Starbucks position peaked at $43K in Q1 2025.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Ball & Co Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.