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Burling Wealth Partners’s Starbucks SBUX Stock Holding History

Burling Wealth Partners’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 		$511K Sell
5,699
-1,254
-18% -$119K 0.08% 126
2025
Q4 		$586K Buy
6,953
+1,003
+17% +$84.6K 0.09% 125
2025
Q3 		$503K Sell
5,950
-720
-11% -$64.4K 0.08% 124
2025
Q2 		$611K Sell
6,670
-560
-8% -$48.5K 0.11% 117
2025
Q1 		$709K Sell
7,230
-1,000
-12% -$103K 0.15% 105
2024
Q4 		$751K Buy
+8,230
New +$796K 0.15% 106

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

Burling Wealth Partners's SBUX Position: Q1 2026 in Review

Burling Wealth Partners reduced its Starbucks (SBUX) stake by 18% in Q1 2026, selling an estimated $119K and leaving 5,699 shares worth $511K. The position accounts for 0.08% of the portfolio, ranked #126.

Burling Wealth Partners first reported a position in SBUX in Q4 2024 and has held it in 6 quarters since. The position peaked at $751K in Q4 2024. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Burling Wealth Partners held 5,699 shares of Starbucks worth $511K as of Q1 2026.
  • Burling Wealth Partners sold 1,254 Starbucks shares in Q1 2026, an estimated $119K.
  • Starbucks made up 0.08% of Burling Wealth Partners's portfolio in Q1 2026, its #126 holding.
  • Burling Wealth Partners first reported a position in Starbucks in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's Starbucks position peaked at $751K in Q4 2024.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.