Cherry Tree Wealth Management’s Starbucks SBUX Stock Holding History

Cherry Tree Wealth Management’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	$9.45K	Hold	106	–	–	﹤0.01%	431
2025 Q4	$8.88K	Sell	106 -21	-17%	-$1.77K	﹤0.01%	435
2025 Q3	$10.7K	Hold	127	–	–	﹤0.01%	401
2025 Q2	$11.6K	Hold	127	–	–	﹤0.01%	393
2025 Q1	$12.4K	Hold	127	–	–	﹤0.01%	396
2024 Q4	$11.5K	Hold	127	–	–	﹤0.01%	394
2024 Q3	$12.3K	Hold	127	–	–	﹤0.01%	393
2024 Q2	$9.85K	Hold	127	–	–	﹤0.01%	395
2024 Q1	$11.6K	Hold	127	–	–	﹤0.01%	363
2023 Q4	$12.1K	Hold	127	–	–	﹤0.01%	340
2023 Q3	$11.5K	Hold	127	–	–	﹤0.01%	333
2023 Q2	$12.5K	Buy	+127	New	+$13.2K	﹤0.01%	320

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

Cherry Tree Wealth Management's SBUX Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Starbucks (SBUX) position steady in Q1 2026 at 106 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Cherry Tree Wealth Management first reported a position in SBUX in Q2 2023 and has held it in 12 quarters since. The position peaked at $12.5K in Q2 2023. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Cherry Tree Wealth Management held 106 shares of Starbucks worth $9.45K as of Q1 2026.
Cherry Tree Wealth Management left its Starbucks share count unchanged in Q1 2026.
Starbucks made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #431 holding.
Cherry Tree Wealth Management first reported a position in Starbucks in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Starbucks position peaked at $12.5K in Q2 2023.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.