Cornerstone Wealth Group’s Starbucks SBUX Stock Holding History

Cornerstone Wealth Group’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	$619K	Buy	6,329 +695	+12%	+$65.7K	0.04%	209
2025 Q4	$474K	Buy	5,634 +167	+3%	+$14.1K	0.03%	219
2025 Q3	$462K	Sell	5,467 -198	-3%	-$17.7K	0.03%	210
2025 Q2	$519K	Buy	5,665 +328	+6%	+$28.4K	0.04%	181
2025 Q1	$523K	Sell	5,337 -136	-2%	-$14.1K	0.04%	175
2024 Q4	$499K	Sell	5,473 -369	-6%	-$35.7K	0.04%	164
2024 Q3	$569K	Sell	5,842 -177	-3%	-$15.2K	0.05%	161
2024 Q2	$469K	Sell	6,019 -30	-0.5%	-$2.44K	0.04%	162
2024 Q1	$553K	Buy	6,049 +1,906	+46%	+$177K	0.05%	153
2023 Q4	$398K	Buy	4,143 +128	+3%	+$12.5K	0.06%	108
2023 Q3	$366K	Buy	4,015 +48	+1%	+$4.71K	0.07%	114
2023 Q2	$393K	Buy	+3,967	New	+$412K	0.07%	113
2022 Q1	–	Sell	-2,190	Closed	-$256K	–	158
2021 Q4	$256K	Sell	2,190 -27,343	-93%	-$3.08M	0.04%	135
2021 Q3	$3.26M	Buy	+29,533	New	+$3.46M	0.58%	59

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Wealth Group's SBUX Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Starbucks (SBUX) stake by 12% in Q1 2026, buying an estimated $65.7K and bringing the position to 6,329 shares worth $619K. The position accounts for 0.04% of the portfolio, ranked #209.

Cornerstone Wealth Group first reported a position in SBUX in Q3 2021 and has held it in 14 quarters since. The position peaked at $3.26M in Q3 2021. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Cornerstone Wealth Group held 6,329 shares of Starbucks worth $619K as of Q1 2026.
Cornerstone Wealth Group bought 695 Starbucks shares in Q1 2026, an estimated $65.7K.
Starbucks made up 0.04% of Cornerstone Wealth Group's portfolio in Q1 2026, its #209 holding.
Cornerstone Wealth Group first reported a position in Starbucks in Q3 2021 and has held it in 14 quarters since.
Cornerstone Wealth Group's Starbucks position peaked at $3.26M in Q3 2021.
2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.