Benson Wealth Management’s Starbucks SBUX Stock Holding History

Benson 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	-4	Closed	-$337	–	379
2025 Q4	$337	Buy	+4	New	+$337	﹤0.01%	341

Other funds holding SBUX

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Benson Wealth Management's SBUX Position: Q1 2026 in Review

Benson Wealth Management sold out of Starbucks (SBUX) in Q1 2026, closing a stake of 4 shares — an estimated $337 sold.

Benson Wealth Management first reported a position in SBUX in Q4 2025 and held it in 1 quarter. The position peaked at $337 in Q4 2025. 2,341 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Benson Wealth Management reported no remaining Starbucks position as of Q1 2026 after selling out during the quarter.
Benson Wealth Management sold 4 Starbucks shares in Q1 2026, an estimated $337.
Benson Wealth Management first reported a position in Starbucks in Q4 2025 and held it in 1 quarter.
Benson Wealth Management's Starbucks position peaked at $337 in Q4 2025.
2,341 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Benson Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.