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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
2025
Q3 		– Hold
0
– -$82.5K – 453
2025
Q2 		– Hold
0
– – – 417

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.