BetterWealth’s Starbucks SBUX Stock Holding History

BetterWealth’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	$233K	Buy	2,603 +4	+0.2%	+$378	0.05%	76
2025 Q4	$219K	Hold	2,599	–	–	0.05%	64
2025 Q3	$220K	Hold	2,599	–	–	0.05%	63
2025 Q2	$238K	Sell	2,599 -21	-0.8%	-$1.82K	0.06%	56
2025 Q1	$257K	Sell	2,620 -547	-17%	-$56.5K	0.07%	50
2024 Q4	$289K	Buy	3,167 +60	+2%	+$5.8K	0.08%	53
2024 Q3	$303K	Hold	3,107	–	–	0.09%	48
2024 Q2	$242K	Hold	3,107	–	–	0.08%	52
2024 Q1	$284K	Buy	3,107 +160	+5%	+$14.9K	0.09%	51
2023 Q4	$283K	Buy	2,947 +21	+0.7%	+$2.04K	0.1%	50
2023 Q3	$267K	Hold	2,926	–	–	0.11%	40
2023 Q2	$290K	Hold	2,926	–	–	0.11%	36
2023 Q1	$305K	Hold	2,926	–	–	0.12%	36
2022 Q4	$290K	Hold	2,926	–	–	0.13%	32
2022 Q3	$247K	Hold	2,926	–	–	0.13%	34
2022 Q2	$223K	Hold	2,926	–	–	0.11%	33
2022 Q1	$266K	Hold	2,926	–	–	0.36%	24
2021 Q4	$342K	Buy	+2,926	New	+$330K	0.24%	26

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

BetterWealth's SBUX Position: Q1 2026 in Review

BetterWealth increased its Starbucks (SBUX) stake by 0.15% in Q1 2026, buying an estimated $378 and bringing the position to 2,603 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #76.

BetterWealth first reported a position in SBUX in Q4 2021 and has held it in 18 quarters since. The position peaked at $342K in Q4 2021. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

BetterWealth held 2,603 shares of Starbucks worth $233K as of Q1 2026.
BetterWealth bought 4 Starbucks shares in Q1 2026, an estimated $378.
Starbucks made up 0.05% of BetterWealth's portfolio in Q1 2026, its #76 holding.
BetterWealth first reported a position in Starbucks in Q4 2021 and has held it in 18 quarters since.
BetterWealth's Starbucks position peaked at $342K in Q4 2021.
2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.