Crestwood Advisors Group’s Starbucks SBUX Stock Holding History

Crestwood Advisors 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	$3.84M	Sell	42,841 -1,697	-4%	-$161K	0.06%	168
2025 Q4	$3.75M	Buy	44,538 +433	+1%	+$36.5K	0.06%	161
2025 Q3	$3.73M	Sell	44,105 -1,182	-3%	-$106K	0.06%	158
2025 Q2	$4.15M	Sell	45,287 -1,680	-4%	-$146K	0.07%	147
2025 Q1	$4.61M	Buy	46,967 +3,658	+8%	+$378K	0.09%	132
2024 Q4	$3.95M	Sell	43,309 -2,384	-5%	-$231K	0.07%	140
2024 Q3	$4.45M	Sell	45,693 -438	-0.9%	-$37.6K	0.09%	132
2024 Q2	$3.59M	Sell	46,131 -7,310	-14%	-$595K	0.07%	139
2024 Q1	$4.88M	Sell	53,441 -4,465	-8%	-$415K	0.11%	121
2023 Q4	$5.56M	Sell	57,906 -5,454	-9%	-$531K	0.13%	117
2023 Q3	$5.78M	Buy	63,360 +4,583	+8%	+$450K	0.15%	104
2023 Q2	$5.82M	Sell	58,777 -124	-0.2%	-$12.9K	0.18%	78
2023 Q1	$6.13M	Sell	58,901 -2,977	-5%	-$310K	0.2%	79
2022 Q4	$6.14M	Sell	61,878 -2,421	-4%	-$228K	0.21%	79
2022 Q3	$5.42M	Buy	64,299 +224	+0.3%	+$19K	0.19%	84
2022 Q2	$4.89M	Sell	64,075 -274	-0.4%	-$21K	0.16%	90
2022 Q1	$5.85M	Sell	64,349 -1,564	-2%	-$148K	0.16%	90
2021 Q4	$7.71M	Sell	65,913 -2,796	-4%	-$315K	0.2%	84
2021 Q3	$7.58M	Sell	68,709 -280	-0.4%	-$32.8K	0.21%	81
2021 Q2	$7.71M	Sell	68,989 -467	-0.7%	-$52.8K	0.22%	82
2021 Q1	$7.59M	Buy	69,456 +419	+0.6%	+$44K	0.24%	83
2020 Q4	$7.39M	Sell	69,037 -3,735	-5%	-$357K	0.24%	82
2020 Q3	$6.25M	Sell	72,772 -3,742	-5%	-$298K	0.23%	82
2020 Q2	$5.63M	Sell	76,514 -27,240	-26%	-$2.05M	0.23%	84
2020 Q1	$6.82M	Sell	103,754 -3,338	-3%	-$270K	0.34%	76
2019 Q4	$9.42M	Buy	107,092 +537	+0.5%	+$45.8K	0.37%	71
2019 Q3	$9.42M	Sell	106,555 -44,881	-30%	-$4.16M	0.41%	68
2019 Q2	$12.7M	Buy	151,436 +146,391	+2,902%	+$11.5M	0.57%	59
2019 Q1	$375K	Buy	5,045 +213	+4%	+$14.6K	0.03%	125
2018 Q4	$311K	Hold	4,832	–	–	0.02%	126
2018 Q3	$275K	Sell	4,832 -1,380	-22%	-$73K	0.02%	137
2018 Q2	$322K	Sell	6,212 -113	-2%	-$6.41K	0.02%	125
2018 Q1	$366K	Sell	6,325 -1,857	-23%	-$107K	0.03%	121
2017 Q4	$470K	Buy	8,182 +155	+2%	+$8.77K	0.04%	111
2017 Q3	$431K	Sell	8,027 -870	-10%	-$48.2K	0.04%	108
2017 Q2	$480K	Sell	8,897 -1,293	-13%	-$78.2K	0.04%	103
2017 Q1	$616K	Sell	10,190 -8,810	-46%	-$499K	0.05%	88
2016 Q4	$1.05M	Sell	19,000 -1,986	-9%	-$110K	0.1%	74
2016 Q3	$1.14M	Sell	20,986 -822	-4%	-$46K	0.14%	58
2016 Q2	$1.25M	Sell	21,808 -650	-3%	-$37K	0.15%	57
2016 Q1	$1.34M	Sell	22,458 -5,850	-21%	-$341K	0.16%	61
2015 Q4	$1.7M	Buy	28,308 +1,000	+4%	+$60.9K	0.21%	58
2015 Q3	$1.55M	Sell	27,308 -14,660	-35%	-$821K	0.2%	54
2015 Q2	$2.25M	Buy	41,968 +21,854	+109%	+$1.11M	0.3%	47
2015 Q1	$952K	Buy	20,114 +13,330	+196%	+$599K	0.14%	56
2014 Q4	$278K	Sell	6,784 -250	-4%	-$9.76K	0.04%	106
2014 Q3	$265K	Hold	7,034	–	–	0.04%	101
2014 Q2	$272K	Sell	7,034 -3,240	-32%	-$118K	0.04%	103
2014 Q1	$377K	Sell	10,274 -80	-0.8%	-$2.96K	0.06%	86
2013 Q4	$406K	Sell	10,354 -286	-3%	-$11.3K	0.06%	84
2013 Q3	$409K	Sell	10,640 -1,050	-9%	-$37.7K	0.07%	79
2013 Q2	$383K	Buy	+11,690	New	+$363K	0.07%	86

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

Crestwood Advisors Group's SBUX Position: Q1 2026 in Review

Crestwood Advisors Group reduced its Starbucks (SBUX) stake by 3.8% in Q1 2026, selling an estimated $161K and leaving 42,841 shares worth $3.84M. The position accounts for 0.06% of the portfolio, ranked #168.

Crestwood Advisors Group first reported a position in SBUX in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.7M in Q2 2019. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Crestwood Advisors Group held 42,841 shares of Starbucks worth $3.84M as of Q1 2026.
Crestwood Advisors Group sold 1,697 Starbucks shares in Q1 2026, an estimated $161K.
Starbucks made up 0.06% of Crestwood Advisors Group's portfolio in Q1 2026, its #168 holding.
Crestwood Advisors Group first reported a position in Starbucks in Q2 2013 and has held it in 52 quarters since.
Crestwood Advisors Group's Starbucks position peaked at $12.7M in Q2 2019.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.