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Bare Financial Services’s Starbucks SBUX Stock Holding History

Bare Financial Services’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 		$4.66K Buy
52
+20
+63% +$1.89K ﹤0.01% 684
2025
Q4 		$2.69K Buy
32
+25
+357% +$2.11K ﹤0.01% 762
2025
Q3 		$592 Sell
7
-6
-46% -$537 ﹤0.01% 1200
2025
Q2 		$1.19K Buy
+13
New +$1.13K ﹤0.01% 869

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

Bare Financial Services's SBUX Position: Q1 2026 in Review

Bare Financial Services increased its Starbucks (SBUX) stake by 63% in Q1 2026, buying an estimated $1.89K and bringing the position to 52 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Bare Financial Services first reported a position in SBUX in Q2 2025 and has held it in 4 quarters since. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Bare Financial Services held 52 shares of Starbucks worth $4.66K as of Q1 2026.
  • Bare Financial Services bought 20 Starbucks shares in Q1 2026, an estimated $1.89K.
  • Starbucks made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #684 holding.
  • Bare Financial Services first reported a position in Starbucks in Q2 2025 and has held it in 4 quarters since.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

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