Facet Wealth Inc’s Starbucks SBUX Stock Holding History

Facet Wealth Inc’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	$337K	Buy	3,765 +1,067	+40%	+$101K	0.01%	235
2025 Q4	$257K	Buy	+2,698	New	+$228K	﹤0.01%	242

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

Facet Wealth Inc's SBUX Position: Q1 2026 in Review

Facet Wealth Inc increased its Starbucks (SBUX) stake by 40% in Q1 2026, buying an estimated $101K and bringing the position to 3,765 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #235.

Facet Wealth Inc first reported a position in SBUX in Q4 2025 and has held it in 2 quarters since. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Facet Wealth Inc held 3,765 shares of Starbucks worth $337K as of Q1 2026.
Facet Wealth Inc bought 1,067 Starbucks shares in Q1 2026, an estimated $101K.
Starbucks made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #235 holding.
Facet Wealth Inc first reported a position in Starbucks in Q4 2025 and has held it in 2 quarters since.
2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.