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Callan Family Office’s Starbucks SBUX Stock Holding History

Callan Family Office’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 		$3.91M Buy
43,657
+319
+0.7% +$30.2K 0.09% 230
2025
Q4 		$3.65M Buy
43,338
+19,519
+82% +$1.65M 0.08% 236
2025
Q3 		$2.02M Sell
23,819
-8,823
-27% -$790K 0.06% 264
2025
Q2 		$2.99M Buy
32,642
+20,582
+171% +$1.78M 0.09% 222
2025
Q1 		$1.18M Sell
12,060
-2,473
-17% -$256K 0.09% 195
2024
Q4 		$1.33M Buy
+14,533
New +$1.41M 0.08% 201
2023
Q2 		– Sell
-2,051
Closed -$214K – 148
2023
Q1 		$214K Buy
+2,051
New +$213K 0.05% 149

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

Callan Family Office's SBUX Position: Q1 2026 in Review

Callan Family Office increased its Starbucks (SBUX) stake by 0.74% in Q1 2026, buying an estimated $30.2K and bringing the position to 43,657 shares worth $3.91M. The position accounts for 0.09% of the portfolio, ranked #230.

Callan Family Office first reported a position in SBUX in Q1 2023 and has held it in 7 quarters since. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Callan Family Office held 43,657 shares of Starbucks worth $3.91M as of Q1 2026.
  • Callan Family Office bought 319 Starbucks shares in Q1 2026, an estimated $30.2K.
  • Starbucks made up 0.09% of Callan Family Office's portfolio in Q1 2026, its #230 holding.
  • Callan Family Office first reported a position in Starbucks in Q1 2023 and has held it in 7 quarters since.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.