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Blue Bell Private Wealth Management’s Starbucks SBUX Stock Holding History

Blue Bell Private 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 		$137K Buy
1,525
+750
+97% +$70.9K 0.02% 307
2025
Q4 		$65.2K Buy
775
+750
+3,000% +$63.3K 0.01% 378
2025
Q3 		$2.09K Hold
25
– – ﹤0.01% 639
2025
Q2 		$2.26K Sell
25
-15
-38% -$1.3K ﹤0.01% 625
2025
Q1 		$3.89K Buy
40
+15
+60% +$1.55K ﹤0.01% 590
2024
Q4 		$2.25K Sell
25
-517
-95% -$50K ﹤0.01% 584
2024
Q3 		$52.8K Sell
542
-100
-16% -$8.58K 0.01% 350
2024
Q2 		$50K Buy
642
+41
+7% +$3.34K 0.01% 355
2024
Q1 		$54.9K Buy
601
+3
+0.5% +$279 0.01% 341
2023
Q4 		$57.4K Buy
598
+118
+25% +$11.5K 0.01% 303
2023
Q3 		$43.8K Buy
480
+23
+5% +$2.26K 0.01% 276
2023
Q2 		$45.2K Buy
457
+150
+49% +$15.6K 0.01% 266
2023
Q1 		$31.9K Hold
307
– – 0.01% 269
2022
Q4 		$30.4K Hold
307
– – 0.01% 264
2022
Q3 		$26K Hold
307
– – 0.01% 270
2022
Q2 		$23K Sell
307
-269
-47% -$20.7K 0.01% 296
2022
Q1 		$52K Buy
576
+282
+96% +$26.6K 0.01% 222
2021
Q4 		$34K Buy
+294
New +$33.1K 0.01% 242
2014
Q2 		– Sell
-600
Closed -$22K – 423
2014
Q1 		$22K Hold
600
– – 0.01% 290
2013
Q4 		$24K Buy
+600
New +$23.7K 0.02% 291

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

Blue Bell Private Wealth Management's SBUX Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its Starbucks (SBUX) stake by 97% in Q1 2026, buying an estimated $70.9K and bringing the position to 1,525 shares worth $137K. The position accounts for 0.02% of the portfolio, ranked #307.

Blue Bell Private Wealth Management first reported a position in SBUX in Q4 2013 and has held it in 20 quarters since. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Blue Bell Private Wealth Management held 1,525 shares of Starbucks worth $137K as of Q1 2026.
  • Blue Bell Private Wealth Management bought 750 Starbucks shares in Q1 2026, an estimated $70.9K.
  • Starbucks made up 0.02% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #307 holding.
  • Blue Bell Private Wealth Management first reported a position in Starbucks in Q4 2013 and has held it in 20 quarters since.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.