Destination Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $895K | Buy |
9,992
+728
| +8% | +$68.9K | 0.02% | 157 |
|
|
2025
Q4 | $780K | Buy |
9,264
+3,196
| +53% | +$270K | 0.02% | 154 |
|
|
2025
Q3 | $513K | Buy |
6,068
+1,182
| +24% | +$106K | 0.01% | 176 |
|
|
2025
Q2 | $448K | Sell |
4,886
-56
| -1% | -$4.85K | 0.01% | 185 |
|
|
2025
Q1 | $485K | Buy |
4,942
+59
| +1% | +$6.1K | 0.02% | 168 |
|
|
2024
Q4 | $446K | Buy |
4,883
+2,516
| +106% | +$243K | 0.01% | 169 |
|
|
2024
Q3 | $231K | Buy |
+2,367
| New | +$203K | 0.01% | 213 |
|
|
2024
Q2 | – | Sell |
-2,993
| Closed | -$274K | – | 224 |
|
|
2024
Q1 | $274K | Buy |
2,993
+522
| +21% | +$48.6K | 0.01% | 181 |
|
|
2023
Q4 | $237K | Buy |
2,471
+79
| +3% | +$7.69K | 0.01% | 184 |
|
|
2023
Q3 | $218K | Sell |
2,392
-275
| -10% | -$27K | 0.01% | 184 |
|
|
2023
Q2 | $264K | Sell |
2,667
-757
| -22% | -$78.6K | 0.01% | 176 |
|
|
2023
Q1 | $357K | Buy |
3,424
+33
| +1% | +$3.44K | 0.01% | 159 |
|
|
2022
Q4 | $336K | Sell |
3,391
-1,237
| -27% | -$117K | 0.01% | 165 |
|
|
2022
Q3 | $390K | Sell |
4,628
-1,255
| -21% | -$107K | 0.02% | 145 |
|
|
2022
Q2 | $449K | Buy |
5,883
+1,247
| +27% | +$95.8K | 0.02% | 147 |
|
|
2022
Q1 | $422K | Buy |
4,636
+2,233
| +93% | +$211K | 0.02% | 142 |
|
|
2021
Q4 | $281K | Sell |
2,403
-44
| -2% | -$4.96K | 0.01% | 176 |
|
|
2021
Q3 | $270K | Sell |
2,447
-525
| -18% | -$61.5K | 0.01% | 159 |
|
|
2021
Q2 | $332K | Sell |
2,972
-80
| -3% | -$9.04K | 0.01% | 151 |
|
|
2021
Q1 | $333K | Sell |
3,052
-372
| -11% | -$39.1K | 0.01% | 146 |
|
|
2020
Q4 | $366K | Sell |
3,424
-408
| -11% | -$39K | 0.02% | 135 |
|
|
2020
Q3 | $329K | Buy |
3,832
+910
| +31% | +$72.6K | 0.02% | 121 |
|
|
2020
Q2 | $215K | Sell |
2,922
-163
| -5% | -$12.3K | 0.01% | 138 |
|
|
2020
Q1 | $203K | Buy |
3,085
+393
| +15% | +$31.8K | 0.01% | 160 |
|
|
2019
Q4 | $237K | Buy |
+2,692
| New | +$230K | 0.01% | 147 |
|
|
2019
Q3 | – | Sell |
-2,823
| Closed | -$237K | – | 424 |
|
|
2019
Q2 | $237K | Buy |
2,823
+354
| +14% | +$27.8K | 0.01% | 136 |
|
|
2019
Q1 | $184K | Sell |
2,469
-237
| -9% | -$16.3K | 0.01% | 144 |
|
|
2018
Q4 | $174K | Buy |
2,706
+578
| +27% | +$36.2K | 0.01% | 150 |
|
|
2018
Q3 | $121K | Buy |
2,128
+631
| +42% | +$33.4K | 0.01% | 192 |
|
|
2018
Q2 | $73K | Sell |
1,497
-1,897
| -56% | -$108K | ﹤0.01% | 222 |
|
|
2018
Q1 | $196K | Sell |
3,394
-570
| -14% | -$33K | 0.01% | 144 |
|
|
2017
Q4 | $228K | Sell |
3,964
-387
| -9% | -$21.9K | 0.01% | 144 |
|
|
2017
Q3 | $234K | Buy |
+4,351
| New | +$241K | 0.02% | 140 |
|
|
2017
Q2 | – | Sell |
-4,146
| Closed | -$242K | – | 162 |
|
|
2017
Q1 | $242K | Sell |
4,146
-542
| -12% | -$30.7K | 0.02% | 144 |
|
|
2016
Q4 | $260K | Sell |
4,688
-1,581
| -25% | -$87.6K | 0.02% | 146 |
|
|
2016
Q3 | $339K | Sell |
6,269
-3,042
| -33% | -$170K | 0.03% | 127 |
|
|
2016
Q2 | $532K | Buy |
+9,311
| New | +$529K | 0.04% | 100 |
|
|
2015
Q3 | – | Sell |
-10,755
| Closed | -$577K | – | 204 |
|
|
2015
Q2 | $577K | Buy |
+10,755
| New | +$546K | 0.04% | 162 |
|
Other funds holding SBUX
VCM
VPM
Destination Wealth Management's SBUX Position: Q1 2026 in Review
Destination Wealth Management increased its Starbucks (SBUX) stake by 7.9% in Q1 2026, buying an estimated $68.9K and bringing the position to 9,992 shares worth $895K. The position accounts for 0.02% of the portfolio, ranked #157.
Destination Wealth Management first reported a position in SBUX in Q2 2015 and has held it in 38 quarters since. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.
- Destination Wealth Management held 9,992 shares of Starbucks worth $895K as of Q1 2026.
- Destination Wealth Management bought 728 Starbucks shares in Q1 2026, an estimated $68.9K.
- Starbucks made up 0.02% of Destination Wealth Management's portfolio in Q1 2026, its #157 holding.
- Destination Wealth Management first reported a position in Starbucks in Q2 2015 and has held it in 38 quarters since.
- 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.
Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.