Bennett Associates Wealth Management’s Starbucks SBUX Stock Holding History

Bennett Associates 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	–	Sell	-6,115	Closed	-$515K	–	64
2025 Q4	$515K	Buy	6,115 +668	+12%	+$56.4K	0.36%	31
2025 Q3	$461K	Buy	5,447 +157	+3%	+$14.1K	0.33%	29
2025 Q2	$485K	Buy	5,290 +878	+20%	+$76.1K	0.37%	28
2025 Q1	$433K	Sell	4,412 -844	-16%	-$87.2K	0.36%	29
2024 Q4	$480K	Sell	5,256 -706	-12%	-$68.3K	0.4%	26
2024 Q3	$581K	Buy	5,962 +916	+18%	+$78.6K	0.48%	25
2024 Q2	$393K	Buy	+5,046	New	+$411K	0.35%	28

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bennett Associates Wealth Management's SBUX Position: Q1 2026 in Review

Bennett Associates Wealth Management sold out of Starbucks (SBUX) in Q1 2026, closing a stake of 6,115 shares — an estimated $515K sold.

Bennett Associates Wealth Management first reported a position in SBUX in Q2 2024 and held it in 7 quarters. The position peaked at $581K in Q3 2024. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Bennett Associates Wealth Management reported no remaining Starbucks position as of Q1 2026 after selling out during the quarter.
Bennett Associates Wealth Management sold 6,115 Starbucks shares in Q1 2026, an estimated $515K.
Bennett Associates Wealth Management first reported a position in Starbucks in Q2 2024 and held it in 7 quarters.
Bennett Associates Wealth Management's Starbucks position peaked at $581K in Q3 2024.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

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