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Bernard Wealth Management’s Starbucks SBUX Stock Holding History

Bernard 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 		$4.48K Hold
50
– – ﹤0.01% 255
2025
Q4 		$4.21K Hold
50
– – ﹤0.01% 251
2025
Q3 		$4.23K Hold
50
– – ﹤0.01% 243
2025
Q2 		$4.58K Sell
50
-21
-30% -$1.82K ﹤0.01% 237
2025
Q1 		$6.96K Buy
71
+21
+42% +$2.17K ﹤0.01% 240
2024
Q4 		$4.56K Buy
+50
New +$4.84K ﹤0.01% 239

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

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

Bernard Wealth Management held its Starbucks (SBUX) position steady in Q1 2026 at 50 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Bernard Wealth Management first reported a position in SBUX in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.96K in Q1 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Bernard Wealth Management held 50 shares of Starbucks worth $4.48K as of Q1 2026.
  • Bernard Wealth Management left its Starbucks share count unchanged in Q1 2026.
  • Starbucks made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #255 holding.
  • Bernard Wealth Management first reported a position in Starbucks in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Starbucks position peaked at $6.96K in Q1 2025.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.