Bedel Financial Consulting’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $424K | Sell |
4,733
-240
| -5% | -$22.7K | 0.05% | 181 |
|
|
2025
Q4 | $419K | Sell |
4,973
-1,616
| -25% | -$136K | 0.05% | 180 |
|
|
2025
Q3 | $557K | Buy |
6,589
+199
| +3% | +$17.8K | 0.07% | 152 |
|
|
2025
Q2 | $586K | Sell |
6,390
-50
| -0.8% | -$4.33K | 0.08% | 138 |
|
|
2025
Q1 | $533K | Buy |
6,440
+226
| +4% | +$23.4K | 0.08% | 139 |
|
|
2024
Q4 | $698K | Sell |
6,214
-366
| -6% | -$35.4K | 0.1% | 118 |
|
|
2024
Q3 | $641K | Sell |
6,580
-587
| -8% | -$50.4K | 0.09% | 124 |
|
|
2024
Q2 | $558K | Buy |
7,167
+802
| +13% | +$65.3K | 0.08% | 127 |
|
|
2024
Q1 | $582K | Sell |
6,365
-58
| -0.9% | -$5.39K | 0.09% | 123 |
|
|
2023
Q4 | $617K | Buy |
6,423
+132
| +2% | +$12.8K | 0.11% | 109 |
|
|
2023
Q3 | $574K | Buy |
6,291
+2
| +0% | +$196 | 0.12% | 108 |
|
|
2023
Q2 | $623K | Buy |
6,289
+127
| +2% | +$13.2K | 0.13% | 98 |
|
|
2023
Q1 | $642K | Sell |
6,162
-39
| -0.6% | -$4.06K | 0.16% | 92 |
|
|
2022
Q4 | $615K | Buy |
6,201
+40
| +0.6% | +$3.77K | 0.15% | 87 |
|
|
2022
Q3 | $557K | Hold |
6,161
| – | – | 0.15% | 93 |
|
|
2022
Q2 | $471K | Buy |
6,161
+353
| +6% | +$27.1K | 0.14% | 107 |
|
|
2022
Q1 | $528K | Sell |
5,808
-51
| -0.9% | -$4.81K | 0.17% | 85 |
|
|
2021
Q4 | $685K | Hold |
5,859
| – | – | 0.21% | 67 |
|
|
2021
Q3 | $646K | Sell |
5,859
-50
| -0.8% | -$5.85K | 0.22% | 66 |
|
|
2021
Q2 | $661K | Hold |
5,909
| – | – | 0.23% | 64 |
|
|
2021
Q1 | $646K | Buy |
5,909
+2,006
| +51% | +$211K | 0.25% | 64 |
|
|
2020
Q4 | $418K | Buy |
3,903
+1,068
| +38% | +$102K | 0.19% | 83 |
|
|
2020
Q3 | $244K | Sell |
2,835
-50
| -2% | -$3.99K | 0.12% | 119 |
|
|
2020
Q2 | $212K | Buy |
2,885
+213
| +8% | +$16K | 0.11% | 121 |
|
|
2020
Q1 | $176K | Buy |
2,672
+345
| +15% | +$27.9K | 0.12% | 132 |
|
|
2019
Q4 | $205K | Buy |
2,327
+66
| +3% | +$5.63K | 0.12% | 139 |
|
|
2019
Q3 | $200K | Buy |
2,261
+76
| +3% | +$7.05K | 0.12% | 140 |
|
|
2019
Q2 | $183K | Hold |
2,185
| – | – | 0.11% | 146 |
|
|
2019
Q1 | $162K | Hold |
2,185
| – | – | 0.1% | 149 |
|
|
2018
Q4 | $141K | Buy |
2,185
+50
| +2% | +$3.13K | 0.1% | 148 |
|
|
2018
Q3 | $123K | Buy |
2,135
+192
| +10% | +$10.2K | 0.08% | 178 |
|
|
2018
Q2 | $95K | Buy |
1,943
+152
| +8% | +$8.63K | 0.07% | 199 |
|
|
2018
Q1 | $104K | Buy |
+1,791
| New | +$104K | 0.08% | 193 |
|
Other funds holding SBUX
VCM
VPM
Bedel Financial Consulting's SBUX Position: Q1 2026 in Review
Bedel Financial Consulting reduced its Starbucks (SBUX) stake by 4.8% in Q1 2026, selling an estimated $22.7K and leaving 4,733 shares worth $424K. The position accounts for 0.05% of the portfolio, ranked #181.
Bedel Financial Consulting first reported a position in SBUX in Q1 2018 and has held it in 33 quarters since. The position peaked at $698K in Q4 2024. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.
- Bedel Financial Consulting held 4,733 shares of Starbucks worth $424K as of Q1 2026.
- Bedel Financial Consulting sold 240 Starbucks shares in Q1 2026, an estimated $22.7K.
- Starbucks made up 0.05% of Bedel Financial Consulting's portfolio in Q1 2026, its #181 holding.
- Bedel Financial Consulting first reported a position in Starbucks in Q1 2018 and has held it in 33 quarters since.
- Bedel Financial Consulting's Starbucks position peaked at $698K in Q4 2024.
- 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.
Based on Bedel Financial Consulting's 13F filing for Q1 2026, filed 4 May 2026.