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Collier Financial’s Starbucks SBUX Stock Holding History

Collier Financial’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 		$26.2K Buy
293
+1
+0.3% +$95 0.02% 94
2025
Q4 		$24.6K Sell
292
-1
-0.3% -$84 0.02% 100
2025
Q3 		$24.8K Buy
+293
New +$26.2K 0.02% 100
2025
Q1 		$28.6K Hold
291
– – 0.02% 89
2024
Q4 		$26.5K Buy
+291
New +$28.2K 0.02% 82

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

Collier Financial's SBUX Position: Q1 2026 in Review

Collier Financial increased its Starbucks (SBUX) stake by 0.34% in Q1 2026, buying an estimated $95 and bringing the position to 293 shares worth $26.2K. The position accounts for 0.02% of the portfolio, ranked #94.

Collier Financial first reported a position in SBUX in Q4 2024 and has held it in 5 quarters since. The position peaked at $28.6K in Q1 2025. 2,333 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Collier Financial held 293 shares of Starbucks worth $26.2K as of Q1 2026.
  • Collier Financial bought 1 Starbucks share in Q1 2026, an estimated $95.
  • Starbucks made up 0.02% of Collier Financial's portfolio in Q1 2026, its #94 holding.
  • Collier Financial first reported a position in Starbucks in Q4 2024 and has held it in 5 quarters since.
  • Collier Financial's Starbucks position peaked at $28.6K in Q1 2025.
  • 2,333 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

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