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Chapman Financial Group’s Starbucks SBUX Stock Holding History

Chapman Financial Group’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 		$770K Sell
8,596
-668
-7% -$63.2K 0.55% 55
2025
Q4 		$780K Sell
9,264
-1,255
-12% -$106K 0.53% 55
2025
Q3 		$890K Sell
10,519
-401
-4% -$35.9K 0.62% 50
2025
Q2 		$1M Buy
+10,920
New +$946K 0.85% 40
2024
Q4 		$1.15M Buy
+12,643
New +$1.22M 0.92% 36

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

Chapman Financial Group's SBUX Position: Q1 2026 in Review

Chapman Financial Group reduced its Starbucks (SBUX) stake by 7.2% in Q1 2026, selling an estimated $63.2K and leaving 8,596 shares worth $770K. The position accounts for 0.55% of the portfolio, ranked #55.

Chapman Financial Group first reported a position in SBUX in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.15M in Q4 2024. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Chapman Financial Group held 8,596 shares of Starbucks worth $770K as of Q1 2026.
  • Chapman Financial Group sold 668 Starbucks shares in Q1 2026, an estimated $63.2K.
  • Starbucks made up 0.55% of Chapman Financial Group's portfolio in Q1 2026, its #55 holding.
  • Chapman Financial Group first reported a position in Starbucks in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's Starbucks position peaked at $1.15M in Q4 2024.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

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