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BCS Private Wealth Management’s Starbucks SBUX Stock Holding History

BCS Private 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 		$363K Buy
4,047
+800
+25% +$75.7K 0.11% 137
2025
Q4 		$273K Hold
3,247
– – 0.09% 152
2025
Q3 		$275K Hold
3,247
– – 0.1% 140
2025
Q2 		$298K Buy
+3,247
New +$281K 0.11% 131

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

BCS Private Wealth Management's SBUX Position: Q1 2026 in Review

BCS Private Wealth Management increased its Starbucks (SBUX) stake by 25% in Q1 2026, buying an estimated $75.7K and bringing the position to 4,047 shares worth $363K. The position accounts for 0.11% of the portfolio, ranked #137.

BCS Private Wealth Management first reported a position in SBUX in Q2 2025 and has held it in 4 quarters since. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • BCS Private Wealth Management held 4,047 shares of Starbucks worth $363K as of Q1 2026.
  • BCS Private Wealth Management bought 800 Starbucks shares in Q1 2026, an estimated $75.7K.
  • Starbucks made up 0.11% of BCS Private Wealth Management's portfolio in Q1 2026, its #137 holding.
  • BCS Private Wealth Management first reported a position in Starbucks in Q2 2025 and has held it in 4 quarters since.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.