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Beaumont Financial Advisors’s Starbucks SBUX Stock Holding History

Beaumont Financial Advisors’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 		$419K Buy
4,672
+266
+6% +$25.2K 0.03% 259
2025
Q4 		$371K Buy
4,406
+11
+0.3% +$928 0.02% 271
2025
Q3 		$372K Buy
4,395
+20
+0.5% +$1.79K 0.02% 285
2025
Q2 		$401K Sell
4,375
-88
-2% -$7.63K 0.03% 255
2025
Q1 		$438K Sell
4,463
-209
-4% -$21.6K 0.03% 237
2024
Q4 		$426K Buy
4,672
+417
+10% +$40.3K 0.03% 239
2024
Q3 		$415K Buy
4,255
+180
+4% +$15.4K 0.03% 232
2024
Q2 		$317K Sell
4,075
-525
-11% -$42.8K 0.03% 266
2024
Q1 		$420K Buy
4,600
+19
+0.4% +$1.77K 0.03% 227
2023
Q4 		$440K Buy
4,581
+226
+5% +$22K 0.04% 212
2023
Q3 		$398K Buy
4,355
+183
+4% +$18K 0.04% 208
2023
Q2 		$413K Buy
4,172
+510
+14% +$52.9K 0.04% 219
2023
Q1 		$381K Hold
3,662
– – 0.04% 212
2022
Q4 		$363K Sell
3,662
-44
-1% -$4.15K 0.04% 219
2022
Q3 		$312K Sell
3,706
-371
-9% -$31.5K 0.03% 229
2022
Q2 		$311K Buy
4,077
+6
+0.1% +$461 0.03% 232
2022
Q1 		$370K Buy
4,071
+72
+2% +$6.79K 0.03% 245
2021
Q4 		$468K Buy
3,999
+17
+0.4% +$1.92K 0.03% 221
2021
Q3 		$439K Sell
3,982
-100
-2% -$11.7K 0.03% 219
2021
Q2 		$456K Sell
4,082
-75
-2% -$8.48K 0.03% 223
2021
Q1 		$454K Sell
4,157
-84
-2% -$8.82K 0.04% 206
2020
Q4 		$454K Sell
4,241
-597
-12% -$57K 0.04% 206
2020
Q3 		$416K Buy
4,838
+155
+3% +$12.4K 0.04% 210
2020
Q2 		$345K Sell
4,683
-633
-12% -$47.6K 0.04% 217
2020
Q1 		$349K Buy
5,316
+72
+1% +$5.82K 0.04% 173
2019
Q4 		$461K Buy
5,244
+1,485
+40% +$127K 0.05% 189
2019
Q3 		$332K Buy
3,759
+91
+2% +$8.44K 0.03% 201
2019
Q2 		$307K Buy
3,668
+646
+21% +$50.7K 0.03% 193
2019
Q1 		$225K Buy
+3,022
New +$208K 0.02% 212

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

Beaumont Financial Advisors's SBUX Position: Q1 2026 in Review

Beaumont Financial Advisors increased its Starbucks (SBUX) stake by 6% in Q1 2026, buying an estimated $25.2K and bringing the position to 4,672 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #259.

Beaumont Financial Advisors first reported a position in SBUX in Q1 2019 and has held it in 29 quarters since. The position peaked at $468K in Q4 2021. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Beaumont Financial Advisors held 4,672 shares of Starbucks worth $419K as of Q1 2026.
  • Beaumont Financial Advisors bought 266 Starbucks shares in Q1 2026, an estimated $25.2K.
  • Starbucks made up 0.03% of Beaumont Financial Advisors's portfolio in Q1 2026, its #259 holding.
  • Beaumont Financial Advisors first reported a position in Starbucks in Q1 2019 and has held it in 29 quarters since.
  • Beaumont Financial Advisors's Starbucks position peaked at $468K in Q4 2021.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.