Fiduciary Family Office’s Starbucks SBUX Stock Holding History

Fiduciary 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	$239K	Sell	2,670 -673	-20%	-$63.7K	0.07%	168
2025 Q4	$282K	Sell	3,343 -219	-6%	-$18.5K	0.08%	147
2025 Q3	$301K	Sell	3,562 -1,416	-28%	-$127K	0.09%	153
2025 Q2	$456K	Buy	4,978 +32	+0.6%	+$2.77K	0.15%	126
2025 Q1	$485K	Buy	+4,946	New	+$511K	0.16%	125
2024 Q4	–	Sell	-5,511	Closed	-$537K	–	217
2024 Q3	$537K	Sell	5,511 -4,452	-45%	-$382K	0.18%	123
2024 Q2	$776K	Sell	9,963 -1,157	-10%	-$94.2K	0.31%	81
2024 Q1	$1.02M	Sell	11,120 -2,289	-17%	-$213K	0.4%	63
2023 Q4	$1.29M	Buy	+13,409	New	+$1.31M	0.56%	33

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

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

Fiduciary Family Office reduced its Starbucks (SBUX) stake by 20% in Q1 2026, selling an estimated $63.7K and leaving 2,670 shares worth $239K. The position accounts for 0.07% of the portfolio, ranked #168.

Fiduciary Family Office first reported a position in SBUX in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.29M in Q4 2023. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Fiduciary Family Office held 2,670 shares of Starbucks worth $239K as of Q1 2026.
Fiduciary Family Office sold 673 Starbucks shares in Q1 2026, an estimated $63.7K.
Starbucks made up 0.07% of Fiduciary Family Office's portfolio in Q1 2026, its #168 holding.
Fiduciary Family Office first reported a position in Starbucks in Q4 2023 and has held it in 9 quarters since.
Fiduciary Family Office's Starbucks position peaked at $1.29M in Q4 2023.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.