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CFM Wealth Partners’s Starbucks SBUX Stock Holding History

CFM 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 		$375K Hold
4,184
– – 0.06% 117
2025
Q4 		$352K Sell
4,184
-5,146
-55% -$434K 0.05% 117
2025
Q3 		$789K Sell
9,330
-366
-4% -$32.8K 0.11% 84
2025
Q2 		$888K Sell
9,696
-1,693
-15% -$147K 0.14% 78
2025
Q1 		$1.12M Sell
11,389
-691
-6% -$71.4K 0.2% 75
2024
Q4 		$1.1M Sell
12,080
-483
-4% -$46.7K 0.19% 76
2024
Q3 		$1.22M Sell
12,563
-8,668
-41% -$744K 0.21% 71
2024
Q2 		$1.65M Sell
21,231
-3,798
-15% -$309K 0.3% 62
2024
Q1 		$2.29M Sell
25,029
-7,636
-23% -$710K 0.46% 54
2023
Q4 		$3.14M Sell
32,665
-568
-2% -$55.3K 0.71% 40
2023
Q3 		$3.03M Sell
33,233
-625
-2% -$61.3K 0.79% 36
2023
Q2 		$3.35M Sell
33,858
-348
-1% -$36.1K 0.81% 35
2023
Q1 		$3.56M Buy
34,206
+191
+0.6% +$19.9K 0.96% 27
2022
Q4 		$3.37M Sell
34,015
-389
-1% -$36.7K 1.01% 27
2022
Q3 		$2.9M Sell
34,404
-1,316
-4% -$112K 0.93% 26
2022
Q2 		$2.73M Sell
35,720
-1,535
-4% -$118K 0.82% 32
2022
Q1 		$3.39M Sell
37,255
-9,568
-20% -$903K 0.81% 31
2021
Q4 		$5.46M Sell
46,823
-406
-0.9% -$45.8K 1.22% 20
2021
Q3 		$5.21M Buy
47,229
+894
+2% +$105K 1.31% 18
2021
Q2 		$5.18M Buy
46,335
+1
+0% +$113 1.38% 17
2021
Q1 		$5.06M Buy
46,334
+139
+0.3% +$14.6K 1.53% 14
2020
Q4 		$4.94M Buy
46,195
+1,854
+4% +$177K 1.58% 13
2020
Q3 		$3.81M Buy
44,341
+2,172
+5% +$173K 1.39% 16
2020
Q2 		$3.1M Buy
42,169
+132
+0.3% +$9.92K 1.18% 19
2020
Q1 		$2.76M Sell
42,037
-103
-0.2% -$8.33K 1.28% 18
2019
Q4 		$3.9M Buy
+42,140
New +$3.59M 1.44% 14

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

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

CFM Wealth Partners held its Starbucks (SBUX) position steady in Q1 2026 at 4,184 shares worth $375K. The position accounts for 0.06% of the portfolio, ranked #117.

CFM Wealth Partners first reported a position in SBUX in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.46M in Q4 2021. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • CFM Wealth Partners held 4,184 shares of Starbucks worth $375K as of Q1 2026.
  • CFM Wealth Partners left its Starbucks share count unchanged in Q1 2026.
  • Starbucks made up 0.06% of CFM Wealth Partners's portfolio in Q1 2026, its #117 holding.
  • CFM Wealth Partners first reported a position in Starbucks in Q4 2019 and has held it in 26 quarters since.
  • CFM Wealth Partners's Starbucks position peaked at $5.46M in Q4 2021.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on CFM Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.