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Daymark Wealth Partners’s Starbucks SBUX Stock Holding History

Daymark Wealth Partners’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 		$4.37M Sell
48,728
-2,060
-4% -$195K 0.14% 132
2025
Q4 		$4.28M Sell
50,788
-562
-1% -$47.4K 0.14% 128
2025
Q3 		$4.34M Buy
51,350
+1,184
+2% +$106K 0.15% 125
2025
Q2 		$4.6M Buy
50,166
+38,474
+329% +$3.33M 0.17% 104
2025
Q1 		$1.15M Buy
11,692
+369
+3% +$38.1K 0.05% 222
2024
Q4 		$1.03M Sell
11,323
-1,516
-12% -$147K 0.04% 237
2024
Q3 		$1.25M Sell
12,839
-1,415
-10% -$121K 0.05% 218
2024
Q2 		$1.11M Buy
14,254
+2,552
+22% +$208K 0.05% 226
2024
Q1 		$1.07M Buy
11,702
+4,010
+52% +$373K 0.06% 189
2023
Q4 		$739K Sell
7,692
-220
-3% -$21.4K 0.05% 217
2023
Q3 		$722K Buy
7,912
+723
+10% +$71K 0.05% 201
2023
Q2 		$712K Buy
7,189
+3,268
+83% +$339K 0.05% 195
2023
Q1 		$408K Buy
3,921
+647
+20% +$67.3K 0.05% 200
2022
Q4 		$325K Buy
+3,274
New +$309K 0.06% 178

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

Daymark Wealth Partners's SBUX Position: Q1 2026 in Review

Daymark Wealth Partners reduced its Starbucks (SBUX) stake by 4.1% in Q1 2026, selling an estimated $195K and leaving 48,728 shares worth $4.37M. The position accounts for 0.14% of the portfolio, ranked #132.

Daymark Wealth Partners first reported a position in SBUX in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.6M in Q2 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Daymark Wealth Partners held 48,728 shares of Starbucks worth $4.37M as of Q1 2026.
  • Daymark Wealth Partners sold 2,060 Starbucks shares in Q1 2026, an estimated $195K.
  • Starbucks made up 0.14% of Daymark Wealth Partners's portfolio in Q1 2026, its #132 holding.
  • Daymark Wealth Partners first reported a position in Starbucks in Q4 2022 and has held it in 14 quarters since.
  • Daymark Wealth Partners's Starbucks position peaked at $4.6M in Q2 2025.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.