Catalyst Financial Partners’s Starbucks SBUX Stock Holding History

Catalyst Financial 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	$546K	Buy	6,096 +267	+5%	+$25.3K	0.06%	185
2025 Q4	$491K	Sell	5,829 -112	-2%	-$9.45K	0.05%	179
2025 Q3	$503K	Buy	5,941 +91	+2%	+$8.15K	0.06%	168
2025 Q2	$536K	Buy	5,850 +152	+3%	+$13.2K	0.06%	158
2025 Q1	$559K	Buy	5,698 +406	+8%	+$42K	0.1%	135
2024 Q4	$483K	Sell	5,292 -254	-5%	-$24.6K	0.09%	139
2024 Q3	$541K	Sell	5,546 -222	-4%	-$19K	0.11%	131
2024 Q2	$449K	Sell	5,768 -288	-5%	-$23.5K	0.1%	136
2024 Q1	$522K	Sell	6,056 -1,142	-16%	-$106K	0.13%	104
2023 Q4	$691K	Sell	7,198 -655	-8%	-$63.8K	0.2%	71
2023 Q3	$717K	Buy	7,853 +118	+2%	+$11.6K	0.23%	64
2023 Q2	$766K	Buy	7,735 +1,438	+23%	+$149K	0.27%	57
2023 Q1	$656K	Buy	6,297 +3,523	+127%	+$367K	0.28%	57
2022 Q4	$275K	Buy	+2,774	New	+$262K	0.14%	119

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Catalyst Financial Partners's SBUX Position: Q1 2026 in Review

Catalyst Financial Partners increased its Starbucks (SBUX) stake by 4.6% in Q1 2026, buying an estimated $25.3K and bringing the position to 6,096 shares worth $546K. The position accounts for 0.06% of the portfolio, ranked #185.

Catalyst Financial Partners first reported a position in SBUX in Q4 2022 and has held it in 14 quarters since. The position peaked at $766K in Q2 2023. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Catalyst Financial Partners held 6,096 shares of Starbucks worth $546K as of Q1 2026.
Catalyst Financial Partners bought 267 Starbucks shares in Q1 2026, an estimated $25.3K.
Starbucks made up 0.06% of Catalyst Financial Partners's portfolio in Q1 2026, its #185 holding.
Catalyst Financial Partners first reported a position in Starbucks in Q4 2022 and has held it in 14 quarters since.
Catalyst Financial Partners's Starbucks position peaked at $766K in Q2 2023.
2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.