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Concord Wealth Partners’s Starbucks SBUX Stock Holding History

Concord 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 		– Sell
-499
Closed -$42K – 667
2025
Q4 		$42K Sell
499
-281
-36% -$23.7K 0.01% 351
2025
Q3 		$66K Sell
780
-19
-2% -$1.7K 0.01% 302
2025
Q2 		$73.2K Sell
799
-103
-11% -$8.93K 0.01% 297
2025
Q1 		$88.5K Sell
902
-428
-32% -$44.2K 0.01% 258
2024
Q4 		$121K Sell
1,330
-485
-27% -$46.9K 0.02% 237
2024
Q3 		$177K Buy
1,815
+197
+12% +$16.9K 0.03% 211
2024
Q2 		$126K Sell
1,618
-606
-27% -$49.4K 0.02% 228
2024
Q1 		$203K Sell
2,224
-208
-9% -$19.3K 0.04% 209
2023
Q4 		$234K Sell
2,432
-5,756
-70% -$560K 0.05% 182
2023
Q3 		$747K Buy
8,188
+5,980
+271% +$587K 0.16% 92
2023
Q2 		$219K Buy
2,208
+578
+35% +$60K 0.05% 188
2023
Q1 		$170K Sell
1,630
-1,123
-41% -$117K 0.05% 186
2022
Q4 		$273K Sell
2,753
-113
-4% -$10.7K 0.08% 132
2022
Q3 		$242K Buy
2,866
+156
+6% +$13.3K 0.08% 137
2022
Q2 		$207K Buy
2,710
+445
+20% +$34.2K 0.06% 159
2022
Q1 		$206K Buy
2,265
+20
+0.9% +$1.89K 0.05% 176
2021
Q4 		$263K Buy
2,245
+1,548
+222% +$175K 0.06% 151
2021
Q3 		$77K Sell
697
-1,062
-60% -$124K 0.03% 162
2021
Q2 		$197K Buy
1,759
+67
+4% +$7.57K 0.06% 135
2021
Q1 		$185K Buy
1,692
+666
+65% +$69.9K 0.06% 138
2020
Q4 		$110K Buy
+1,026
New +$98K 0.08% 127

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

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

Concord Wealth Partners sold out of Starbucks (SBUX) in Q1 2026, closing a stake of 499 shares — an estimated $42K sold.

Concord Wealth Partners first reported a position in SBUX in Q4 2020 and held it in 21 quarters. The position peaked at $747K in Q3 2023. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Concord Wealth Partners reported no remaining Starbucks position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 499 Starbucks shares in Q1 2026, an estimated $42K.
  • Concord Wealth Partners first reported a position in Starbucks in Q4 2020 and held it in 21 quarters.
  • Concord Wealth Partners's Starbucks position peaked at $747K in Q3 2023.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.