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Copia Wealth Management’s Starbucks SBUX Stock Holding History

Copia 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 		$17.2K Buy
192
+10
+5% +$946 0.01% 275
2025
Q4 		$15.3K Hold
182
– – 0.01% 287
2025
Q3 		$15.4K Buy
+182
New +$16.3K 0.01% 280

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

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

Copia Wealth Management increased its Starbucks (SBUX) stake by 5.5% in Q1 2026, buying an estimated $946 and bringing the position to 192 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #275.

Copia Wealth Management first reported a position in SBUX in Q3 2025 and has held it in 3 quarters since. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Copia Wealth Management held 192 shares of Starbucks worth $17.2K as of Q1 2026.
  • Copia Wealth Management bought 10 Starbucks shares in Q1 2026, an estimated $946.
  • Starbucks made up 0.01% of Copia Wealth Management's portfolio in Q1 2026, its #275 holding.
  • Copia Wealth Management first reported a position in Starbucks in Q3 2025 and has held it in 3 quarters since.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.