Beverly Hills Private Wealth’s Starbucks SBUX Stock Holding History

Beverly Hills Private Wealth’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	$1.81M	Buy	20,158 +10,760	+114%	+$1.02M	0.3%	91
2025 Q4	$791K	Sell	9,398 -9,830	-51%	-$829K	0.14%	139
2025 Q3	$1.63M	Sell	19,228 -6,044	-24%	-$541K	0.29%	96
2025 Q2	$2.32M	Sell	25,272 -1,287	-5%	-$112K	0.43%	62
2025 Q1	$2.61M	Sell	26,559 -16	-0.1%	-$1.65K	0.52%	51
2024 Q4	$2.43M	Sell	26,575 -2,453	-8%	-$237K	0.49%	54
2024 Q3	$2.83M	Sell	29,028 -6,115	-17%	-$525K	0.57%	40
2024 Q2	$2.74M	Sell	35,143 -1,319	-4%	-$107K	0.59%	39
2024 Q1	$3.33M	Buy	36,462 +8,038	+28%	+$748K	0.77%	28
2023 Q4	$2.73M	Sell	28,424 -1,673	-6%	-$163K	0.71%	30
2023 Q3	$2.75M	Sell	30,097 -28,465	-49%	-$2.79M	0.82%	29
2023 Q2	$5.9M	Buy	58,562 +28,155	+93%	+$2.92M	0.97%	23
2023 Q1	$3.17M	Buy	30,407 +4,226	+16%	+$440K	0.98%	23
2022 Q4	$2.6M	Buy	+26,181	New	+$2.47M	1.13%	21

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

Beverly Hills Private Wealth's SBUX Position: Q1 2026 in Review

Beverly Hills Private Wealth increased its Starbucks (SBUX) stake by 114% in Q1 2026, buying an estimated $1.02M and bringing the position to 20,158 shares worth $1.81M. The position accounts for 0.3% of the portfolio, ranked #91.

Beverly Hills Private Wealth first reported a position in SBUX in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.9M in Q2 2023. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Beverly Hills Private Wealth held 20,158 shares of Starbucks worth $1.81M as of Q1 2026.
Beverly Hills Private Wealth bought 10,760 Starbucks shares in Q1 2026, an estimated $1.02M.
Starbucks made up 0.3% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #91 holding.
Beverly Hills Private Wealth first reported a position in Starbucks in Q4 2022 and has held it in 14 quarters since.
Beverly Hills Private Wealth's Starbucks position peaked at $5.9M in Q2 2023.
2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.