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Berger Financial Group’s Starbucks SBUX Stock Holding History

Berger Financial Group’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 		$400K Sell
4,470
-711
-14% -$67.3K 0.02% 320
2025
Q4 		$436K Sell
5,181
-440
-8% -$37.1K 0.03% 311
2025
Q3 		$476K Sell
5,621
-212
-4% -$19K 0.03% 290
2025
Q2 		$535K Sell
5,833
-64
-1% -$5.55K 0.03% 258
2025
Q1 		$578K Sell
5,897
-203
-3% -$21K 0.04% 246
2024
Q4 		$557K Sell
6,100
-229
-4% -$22.2K 0.04% 242
2024
Q3 		$617K Sell
6,329
-272
-4% -$23.3K 0.04% 209
2024
Q2 		$514K Sell
6,601
-90
-1% -$7.33K 0.04% 206
2024
Q1 		$611K Buy
6,691
+561
+9% +$52.2K 0.05% 185
2023
Q4 		$588K Sell
6,130
-39
-0.6% -$3.8K 0.06% 154
2023
Q3 		$563K Sell
6,169
-145
-2% -$14.2K 0.06% 146
2023
Q2 		$625K Buy
6,314
+199
+3% +$20.7K 0.07% 142
2023
Q1 		$637K Buy
6,115
+49
+0.8% +$5.1K 0.08% 136
2022
Q4 		$602K Buy
6,066
+241
+4% +$22.7K 0.08% 136
2022
Q3 		$491K Buy
5,825
+180
+3% +$15.3K 0.07% 138
2022
Q2 		$431K Buy
5,645
+132
+2% +$10.1K 0.06% 150
2022
Q1 		$502K Sell
5,513
-19
-0.3% -$1.79K 0.06% 146
2021
Q4 		$647K Buy
5,532
+678
+14% +$76.4K 0.09% 130
2021
Q3 		$535K Buy
4,854
+85
+2% +$9.95K 0.1% 112
2021
Q2 		$533K Buy
4,769
+54
+1% +$6.11K 0.1% 111
2021
Q1 		$515K Buy
4,715
+596
+14% +$62.6K 0.11% 107
2020
Q4 		$441K Buy
+4,119
New +$393K 0.08% 135

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

Berger Financial Group's SBUX Position: Q1 2026 in Review

Berger Financial Group reduced its Starbucks (SBUX) stake by 14% in Q1 2026, selling an estimated $67.3K and leaving 4,470 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #320.

Berger Financial Group first reported a position in SBUX in Q4 2020 and has held it in 22 quarters since. The position peaked at $647K in Q4 2021. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Berger Financial Group held 4,470 shares of Starbucks worth $400K as of Q1 2026.
  • Berger Financial Group sold 711 Starbucks shares in Q1 2026, an estimated $67.3K.
  • Starbucks made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #320 holding.
  • Berger Financial Group first reported a position in Starbucks in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Starbucks position peaked at $647K in Q4 2021.
  • 2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.