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Bradley & Co Private Wealth Management’s Starbucks SBUX Stock Holding History

Bradley & Co 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 		$666K Hold
7,432
– – 0.35% 28
2025
Q4 		$626K Sell
7,432
-427
-5% -$36K 0.33% 26
2025
Q3 		$665K Hold
7,859
– – 0.37% 23
2025
Q2 		$720K Hold
7,859
– – 0.44% 22
2025
Q1 		$771K Sell
7,859
-402
-5% -$41.6K 0.53% 21
2024
Q4 		$754K Buy
+8,261
New +$799K 0.47% 20
2024
Q2 		$703K Sell
9,035
-1,337
-13% -$109K 0.52% 22
2024
Q1 		$948K Sell
10,372
-4,758
-31% -$443K 0.77% 19
2023
Q4 		$1.45M Sell
15,130
-1,241
-8% -$121K 1.34% 15
2023
Q3 		$1.49M Sell
16,371
-395
-2% -$38.8K 1.56% 15
2023
Q2 		$1.66M Hold
16,766
– – 1.64% 15
2023
Q1 		$1.75M Sell
16,766
-52,698
-76% -$5.48M 1.91% 14
2022
Q4 		$6.89M Buy
69,464
+1,184
+2% +$112K 8.39% 3
2022
Q3 		$5.75M Sell
68,280
-392
-0.6% -$33.3K 6.86% 5
2022
Q2 		$5.25M Buy
68,672
+1,521
+2% +$117K 5.78% 6
2022
Q1 		$6.11M Buy
67,151
+10,707
+19% +$1.01M 5.25% 8
2021
Q4 		$6.6M Buy
56,444
+2,805
+5% +$316K 5.29% 6
2021
Q3 		$5.92M Sell
53,639
-53
-0.1% -$6.21K 5.1% 9
2021
Q2 		$6M Buy
53,692
+595
+1% +$67.3K 5.24% 6
2021
Q1 		$5.8M Buy
+53,097
New +$5.57M 5.35% 7

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

Bradley & Co Private Wealth Management's SBUX Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its Starbucks (SBUX) position steady in Q1 2026 at 7,432 shares worth $666K. The position accounts for 0.35% of the portfolio, ranked #28.

Bradley & Co Private Wealth Management first reported a position in SBUX in Q1 2021 and has held it in 20 quarters since. The position peaked at $6.89M in Q4 2022. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Bradley & Co Private Wealth Management held 7,432 shares of Starbucks worth $666K as of Q1 2026.
  • Bradley & Co Private Wealth Management left its Starbucks share count unchanged in Q1 2026.
  • Starbucks made up 0.35% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Bradley & Co Private Wealth Management first reported a position in Starbucks in Q1 2021 and has held it in 20 quarters since.
  • Bradley & Co Private Wealth Management's Starbucks position peaked at $6.89M in Q4 2022.
  • 2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.