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CWS Financial Advisors’s Starbucks SBUX Stock Holding History

CWS Financial Advisors’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 		$324K Sell
3,622
-1,928
-35% -$182K 0.08% 114
2025
Q4 		$467K Buy
5,550
+528
+11% +$44.5K 0.13% 97
2025
Q3 		$425K Hold
5,022
– – 0.12% 95
2025
Q2 		$460K Hold
5,022
– – 0.13% 90
2025
Q1 		$493K Hold
5,022
– – 0.16% 77
2024
Q4 		$458K Buy
5,022
+367
+8% +$35.5K 0.15% 82
2024
Q3 		$454K Sell
4,655
-33
-0.7% -$2.83K 0.16% 72
2024
Q2 		$365K Buy
4,688
+45
+1% +$3.67K 0.14% 78
2024
Q1 		$424K Sell
4,643
-3,546
-43% -$330K 0.17% 66
2023
Q4 		$786K Buy
8,189
+293
+4% +$28.5K 0.3% 50
2023
Q3 		$721K Sell
7,896
-225
-3% -$22.1K 0.29% 54
2023
Q2 		$804K Sell
8,121
-324
-4% -$33.6K 0.31% 52
2023
Q1 		$879K Sell
8,445
-447
-5% -$46.5K 0.35% 42
2022
Q4 		$972K Buy
8,892
+558
+7% +$52.7K 0.42% 36
2022
Q3 		$702K Buy
8,334
+5
+0.1% +$425 0.34% 53
2022
Q2 		$636K Buy
8,329
+147
+2% +$11.3K 0.29% 62
2022
Q1 		$744K Sell
8,182
-113
-1% -$10.7K 0.28% 61
2021
Q4 		$970K Buy
+8,295
New +$935K 0.34% 46
2021
Q2 		$918K Sell
8,210
-682
-8% -$77.1K 0.37% 48
2021
Q1 		$972K Sell
8,892
-90
-1% -$9.45K 0.42% 36
2020
Q4 		$961K Sell
8,982
-14
-0.2% -$1.34K 0.56% 29
2020
Q3 		$773K Buy
8,996
+1
+0% +$80 0.51% 37
2020
Q2 		$662K Buy
8,995
+2,471
+38% +$186K 0.48% 42
2020
Q1 		$574K Hold
6,524
– – 0.43% 42
2019
Q4 		$574K Buy
+6,524
New +$556K 0.42% 42

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

CWS Financial Advisors's SBUX Position: Q1 2026 in Review

CWS Financial Advisors reduced its Starbucks (SBUX) stake by 35% in Q1 2026, selling an estimated $182K and leaving 3,622 shares worth $324K. The position accounts for 0.08% of the portfolio, ranked #114.

CWS Financial Advisors first reported a position in SBUX in Q4 2019 and has held it in 25 quarters since. The position peaked at $972K in Q4 2022. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • CWS Financial Advisors held 3,622 shares of Starbucks worth $324K as of Q1 2026.
  • CWS Financial Advisors sold 1,928 Starbucks shares in Q1 2026, an estimated $182K.
  • Starbucks made up 0.08% of CWS Financial Advisors's portfolio in Q1 2026, its #114 holding.
  • CWS Financial Advisors first reported a position in Starbucks in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's Starbucks position peaked at $972K in Q4 2022.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.