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Blossom Wealth Management’s Starbucks SBUX Stock Holding History

Blossom 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 		$540K Sell
6,029
-645
-10% -$61K 0.8% 37
2025
Q4 		$562K Sell
6,674
-50
-0.7% -$4.22K 0.93% 33
2025
Q3 		$569K Sell
6,724
-5
-0.1% -$448 0.92% 32
2025
Q2 		$617K Buy
6,729
+220
+3% +$19.1K 1.09% 27
2025
Q1 		$638K Sell
6,509
-460
-7% -$47.6K 1.28% 24
2024
Q4 		$636K Buy
6,969
+307
+5% +$29.7K 1.22% 24
2024
Q3 		$649K Buy
6,662
+155
+2% +$13.3K 1.31% 21
2024
Q2 		$507K Buy
6,507
+64
+1% +$5.21K 1.1% 27
2024
Q1 		$589K Buy
6,443
+80
+1% +$7.44K 1.42% 21
2023
Q4 		$611K Sell
6,363
-63
-1% -$6.13K 1.65% 17
2023
Q3 		$586K Buy
6,426
+315
+5% +$30.9K 1.88% 16
2023
Q2 		$605K Buy
6,111
+85
+1% +$8.82K 2.22% 15
2023
Q1 		$627K Buy
6,026
+155
+3% +$16.1K 2.55% 9
2022
Q4 		$582K Buy
5,871
+20
+0.3% +$1.89K 2.81% 10
2022
Q3 		$493K Sell
5,851
-15
-0.3% -$1.27K 2.77% 12
2022
Q2 		$448K Sell
5,866
-45
-0.8% -$3.46K 2.27% 16
2022
Q1 		$538K Buy
5,911
+388
+7% +$36.6K 2.43% 11
2021
Q4 		$646K Buy
5,523
+585
+12% +$66K 3.18% 10
2021
Q3 		$545K Buy
4,938
+1,161
+31% +$136K 3.24% 12
2021
Q2 		$422K Buy
3,777
+1,305
+53% +$148K 3.17% 12
2021
Q1 		$270K Buy
+2,472
New +$260K 3.14% 14

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

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

Blossom Wealth Management reduced its Starbucks (SBUX) stake by 9.7% in Q1 2026, selling an estimated $61K and leaving 6,029 shares worth $540K. The position accounts for 0.8% of the portfolio, ranked #37.

Blossom Wealth Management first reported a position in SBUX in Q1 2021 and has held it in 21 quarters since. The position peaked at $649K in Q3 2024. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Blossom Wealth Management held 6,029 shares of Starbucks worth $540K as of Q1 2026.
  • Blossom Wealth Management sold 645 Starbucks shares in Q1 2026, an estimated $61K.
  • Starbucks made up 0.8% of Blossom Wealth Management's portfolio in Q1 2026, its #37 holding.
  • Blossom Wealth Management first reported a position in Starbucks in Q1 2021 and has held it in 21 quarters since.
  • Blossom Wealth Management's Starbucks position peaked at $649K in Q3 2024.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Blossom Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.