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Consilium Wealth Advisory’s Starbucks SBUX Stock Holding History

Consilium Wealth Advisory’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 		$207K Buy
+2,309
New +$218K 0.07% 100
2024
Q4 		– Sell
-10,361
Closed -$1.01M – 94
2024
Q3 		$1.01M Sell
10,361
-69
-0.7% -$5.92K 0.55% 37
2024
Q2 		$812K Buy
+10,430
New +$849K 0.44% 42
2022
Q1 		– Sell
-5,163
Closed -$604K – 91
2021
Q4 		$604K Buy
+5,163
New +$582K 0.39% 55

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

Consilium Wealth Advisory's SBUX Position: Q1 2026 in Review

Consilium Wealth Advisory opened a new position in Starbucks (SBUX) in Q1 2026: 2,309 shares worth $207K. The stake represents 0.07% of the portfolio and ranks #100 among its holdings. This is a return to the name: Consilium Wealth Advisory previously reported a position in SBUX as recently as Q3 2024.

Consilium Wealth Advisory first reported a position in SBUX in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.01M in Q3 2024. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Consilium Wealth Advisory held 2,309 shares of Starbucks worth $207K as of Q1 2026.
  • Starbucks was a new Consilium Wealth Advisory position in Q1 2026.
  • Starbucks made up 0.07% of Consilium Wealth Advisory's portfolio in Q1 2026, its #100 holding.
  • Consilium Wealth Advisory first reported a position in Starbucks in Q4 2021 and has held it in 4 quarters since.
  • Consilium Wealth Advisory's Starbucks position peaked at $1.01M in Q3 2024.
  • 2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.