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CVA Family Office’s Starbucks SBUX Stock Holding History

CVA Family Office’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 		$395K Buy
4,406
+183
+4% +$17.3K 0.04% 207
2025
Q4 		$356K Buy
4,223
+126
+3% +$10.6K 0.04% 212
2025
Q3 		$347K Sell
4,097
-113
-3% -$10.1K 0.04% 213
2025
Q2 		$386K Buy
4,210
+46
+1% +$3.99K 0.05% 197
2025
Q1 		$408K Sell
4,164
-12
-0.3% -$1.24K 0.06% 187
2024
Q4 		$381K Buy
4,176
+114
+3% +$11K 0.06% 187
2024
Q3 		$396K Buy
4,062
+247
+6% +$21.2K 0.06% 170
2024
Q2 		$297K Sell
3,815
-319
-8% -$26K 0.05% 195
2024
Q1 		$378K Sell
4,134
-145
-3% -$13.5K 0.07% 173
2023
Q4 		$411K Buy
4,279
+217
+5% +$21.1K 0.08% 150
2023
Q3 		$371K Sell
4,062
-242
-6% -$23.8K 0.08% 145
2023
Q2 		$426K Buy
4,304
+63
+1% +$6.54K 0.09% 133
2023
Q1 		$442K Buy
4,241
+76
+2% +$7.91K 0.1% 132
2022
Q4 		$413K Sell
4,165
-89
-2% -$8.4K 0.1% 131
2022
Q3 		$358K Buy
4,254
+25
+0.6% +$2.12K 0.1% 125
2022
Q2 		$323K Buy
4,229
+790
+23% +$60.7K 0.09% 119
2022
Q1 		$313K Buy
3,439
+495
+17% +$46.7K 0.07% 137
2021
Q4 		$344K Buy
2,944
+2,580
+709% +$291K 0.09% 121
2021
Q3 		$31K Sell
364
-3,145
-90% -$368K 0.02% 226
2021
Q2 		$392K Buy
3,509
+2,689
+328% +$304K 0.11% 106
2021
Q1 		$90K Buy
+820
New +$86.1K 0.03% 194
2020
Q4 		– Sell
-364
Closed -$31K – 376
2020
Q3 		$31K Buy
+364
New +$29K 0.02% 226

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

CVA Family Office's SBUX Position: Q1 2026 in Review

CVA Family Office increased its Starbucks (SBUX) stake by 4.3% in Q1 2026, buying an estimated $17.3K and bringing the position to 4,406 shares worth $395K. The position accounts for 0.04% of the portfolio, ranked #207.

CVA Family Office first reported a position in SBUX in Q3 2020 and has held it in 22 quarters since. The position peaked at $442K in Q1 2023. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • CVA Family Office held 4,406 shares of Starbucks worth $395K as of Q1 2026.
  • CVA Family Office bought 183 Starbucks shares in Q1 2026, an estimated $17.3K.
  • Starbucks made up 0.04% of CVA Family Office's portfolio in Q1 2026, its #207 holding.
  • CVA Family Office first reported a position in Starbucks in Q3 2020 and has held it in 22 quarters since.
  • CVA Family Office's Starbucks position peaked at $442K in Q1 2023.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.