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Cardiff Park Advisors’s Starbucks SBUX Stock Holding History

Cardiff Park Advisors’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 		$359K Sell
4,003
-17
-0.4% -$1.61K 0.03% 214
2025
Q4 		$339K Sell
4,020
-155
-4% -$13.1K 0.03% 206
2025
Q3 		$353K Sell
4,175
-209
-5% -$18.7K 0.03% 220
2025
Q2 		$402K Sell
4,384
-1,833
-29% -$159K 0.03% 192
2025
Q1 		$610K Sell
6,217
-124
-2% -$12.8K 0.06% 141
2024
Q4 		$579K Sell
6,341
-197
-3% -$19.1K 0.05% 149
2024
Q3 		$637K Sell
6,538
-223
-3% -$19.1K 0.06% 139
2024
Q2 		$526K Buy
6,761
+5
+0.1% +$407 0.05% 154
2024
Q1 		$617K Sell
6,756
-396
-6% -$36.8K 0.06% 144
2023
Q4 		$687K Buy
7,152
+4
+0.1% +$389 0.08% 124
2023
Q3 		$652K Sell
7,148
-30
-0.4% -$2.94K 0.08% 119
2023
Q2 		$711K Buy
7,178
+423
+6% +$43.9K 0.09% 109
2023
Q1 		$703K Buy
6,755
+4
+0.1% +$416 0.09% 111
2022
Q4 		$670K Buy
6,751
+2
+0% +$189 0.09% 115
2022
Q3 		$569K Sell
6,749
-48
-0.7% -$4.08K 0.09% 126
2022
Q2 		$519K Sell
6,797
-70
-1% -$5.38K 0.08% 137
2022
Q1 		$625K Buy
6,867
+15
+0.2% +$1.42K 0.09% 121
2021
Q4 		$801K Buy
+6,852
New +$773K 0.11% 98

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

Cardiff Park Advisors's SBUX Position: Q1 2026 in Review

Cardiff Park Advisors reduced its Starbucks (SBUX) stake by 0.42% in Q1 2026, selling an estimated $1.61K and leaving 4,003 shares worth $359K. The position accounts for 0.03% of the portfolio, ranked #214.

Cardiff Park Advisors first reported a position in SBUX in Q4 2021 and has held it in 18 quarters since. The position peaked at $801K in Q4 2021. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Cardiff Park Advisors held 4,003 shares of Starbucks worth $359K as of Q1 2026.
  • Cardiff Park Advisors sold 17 Starbucks shares in Q1 2026, an estimated $1.61K.
  • Starbucks made up 0.03% of Cardiff Park Advisors's portfolio in Q1 2026, its #214 holding.
  • Cardiff Park Advisors first reported a position in Starbucks in Q4 2021 and has held it in 18 quarters since.
  • Cardiff Park Advisors's Starbucks position peaked at $801K in Q4 2021.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.