Fiduciary Group’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 | $4.76M | Sell |
53,077
-3,874
| -7% | -$366K | 0.41% | 64 |
|
|
2025
Q4 | $4.8M | Sell |
56,951
-14,854
| -21% | -$1.25M | 0.4% | 65 |
|
|
2025
Q3 | $6.07M | Sell |
71,805
-2,517
| -3% | -$225K | 0.53% | 49 |
|
|
2025
Q2 | $6.81M | Sell |
74,322
-1,159
| -2% | -$100K | 0.64% | 45 |
|
|
2025
Q1 | $7.4M | Sell |
75,481
-155
| -0.2% | -$16K | 0.74% | 37 |
|
|
2024
Q4 | $6.9M | Sell |
75,636
-5,164
| -6% | -$500K | 0.69% | 40 |
|
|
2024
Q3 | $7.88M | Sell |
80,800
-1,011
| -1% | -$86.7K | 0.8% | 35 |
|
|
2024
Q2 | $6.37M | Sell |
81,811
-1,308
| -2% | -$107K | 0.68% | 40 |
|
|
2024
Q1 | $7.6M | Sell |
83,119
-886
| -1% | -$82.4K | 0.83% | 34 |
|
|
2023
Q4 | $8.07M | Sell |
84,005
-2,294
| -3% | -$223K | 0.94% | 28 |
|
|
2023
Q3 | $7.88M | Sell |
86,299
-348
| -0.4% | -$34.2K | 1.01% | 28 |
|
|
2023
Q2 | $8.58M | Buy |
86,647
+518
| +0.6% | +$53.8K | 1.05% | 26 |
|
|
2023
Q1 | $8.97M | Sell |
86,129
-753
| -0.9% | -$78.4K | 1.17% | 25 |
|
|
2022
Q4 | $8.62M | Sell |
86,882
-679
| -0.8% | -$64.1K | 1.15% | 27 |
|
|
2022
Q3 | $8.43M | Buy |
87,561
+464
| +0.5% | +$39.4K | 1.09% | 28 |
|
|
2022
Q2 | $7.6M | Buy |
87,097
+1,764
| +2% | +$135K | 0.95% | 36 |
|
|
2022
Q1 | $5.98M | Buy |
85,333
+5,043
| +6% | +$476K | 0.79% | 39 |
|
|
2021
Q4 | $9.39M | Buy |
80,290
+925
| +1% | +$104K | 1.04% | 29 |
|
|
2021
Q3 | $9.12M | Sell |
79,365
-188
| -0.2% | -$22K | 1.04% | 31 |
|
|
2021
Q2 | $9.41M | Buy |
79,553
+1,266
| +2% | +$143K | 1.09% | 28 |
|
|
2021
Q1 | $8.96M | Buy |
78,287
+660
| +0.9% | +$69.3K | 1.09% | 30 |
|
|
2020
Q4 | $8.22M | Sell |
77,627
-995
| -1% | -$95K | 1.08% | 27 |
|
|
2020
Q3 | $6.75M | Sell |
78,622
-8,433
| -10% | -$673K | 1.02% | 32 |
|
|
2020
Q2 | $6.41M | Buy |
87,055
+2,386
| +3% | +$179K | 1.07% | 30 |
|
|
2020
Q1 | $5.57M | Buy |
84,669
+8,324
| +11% | +$673K | 1.09% | 29 |
|
|
2019
Q4 | $6.71M | Buy |
76,345
+6,956
| +10% | +$593K | 1.07% | 32 |
|
|
2019
Q3 | $6.13M | Sell |
69,389
-4,892
| -7% | -$454K | 1.07% | 32 |
|
|
2019
Q2 | $6.23M | Sell |
74,281
-876
| -1% | -$68.7K | 1.12% | 28 |
|
|
2019
Q1 | $5.59M | Buy |
75,157
+696
| +0.9% | +$47.8K | 1.04% | 31 |
|
|
2018
Q4 | $4.79M | Buy |
74,461
+12,498
| +20% | +$782K | 0.99% | 30 |
|
|
2018
Q3 | $3.52M | Buy |
+61,963
| New | +$3.28M | 0.69% | 46 |
|
Other funds holding SBUX
VCM
VPM
Fiduciary Group's SBUX Position: Q1 2026 in Review
Fiduciary Group reduced its Starbucks (SBUX) stake by 6.8% in Q1 2026, selling an estimated $366K and leaving 53,077 shares worth $4.76M. The position accounts for 0.41% of the portfolio, ranked #64.
Fiduciary Group first reported a position in SBUX in Q3 2018 and has held it in 31 quarters since. The position peaked at $9.41M in Q2 2021. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.
- Fiduciary Group held 53,077 shares of Starbucks worth $4.76M as of Q1 2026.
- Fiduciary Group sold 3,874 Starbucks shares in Q1 2026, an estimated $366K.
- Starbucks made up 0.41% of Fiduciary Group's portfolio in Q1 2026, its #64 holding.
- Fiduciary Group first reported a position in Starbucks in Q3 2018 and has held it in 31 quarters since.
- Fiduciary Group's Starbucks position peaked at $9.41M in Q2 2021.
- 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.
Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.