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Consultiva Wealth Management’s Starbucks SBUX Stock Holding History

Consultiva 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 		$35.3K Hold
394
– – 0.1% 112
2025
Q4 		$33.2K Sell
394
-50
-11% -$4.22K 0.09% 115
2025
Q3 		$37.6K Hold
444
– – 0.11% 107
2025
Q2 		$40.7K Hold
444
– – 0.13% 100
2025
Q1 		$43.5K Hold
444
– – 0.15% 97
2024
Q4 		$40.5K Buy
+444
New +$43K 0.2% 63

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

Consultiva Wealth Management's SBUX Position: Q1 2026 in Review

Consultiva Wealth Management held its Starbucks (SBUX) position steady in Q1 2026 at 394 shares worth $35.3K. The position accounts for 0.1% of the portfolio, ranked #112.

Consultiva Wealth Management first reported a position in SBUX in Q4 2024 and has held it in 6 quarters since. The position peaked at $43.5K in Q1 2025. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Consultiva Wealth Management held 394 shares of Starbucks worth $35.3K as of Q1 2026.
  • Consultiva Wealth Management left its Starbucks share count unchanged in Q1 2026.
  • Starbucks made up 0.1% of Consultiva Wealth Management's portfolio in Q1 2026, its #112 holding.
  • Consultiva Wealth Management first reported a position in Starbucks in Q4 2024 and has held it in 6 quarters since.
  • Consultiva Wealth Management's Starbucks position peaked at $43.5K in Q1 2025.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

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