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Financial Consulate’s Starbucks SBUX Stock Holding History

Financial Consulate’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 		$50.8K Buy
567
+19
+3% +$1.8K 0.01% 320
2025
Q4 		$46.1K Hold
548
– – 0.01% 332
2025
Q3 		$46.4K Buy
+548
New +$49.1K 0.01% 322

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

Financial Consulate's SBUX Position: Q1 2026 in Review

Financial Consulate increased its Starbucks (SBUX) stake by 3.5% in Q1 2026, buying an estimated $1.8K and bringing the position to 567 shares worth $50.8K. The position accounts for 0.01% of the portfolio, ranked #320.

Financial Consulate first reported a position in SBUX in Q3 2025 and has held it in 3 quarters since. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Financial Consulate held 567 shares of Starbucks worth $50.8K as of Q1 2026.
  • Financial Consulate bought 19 Starbucks shares in Q1 2026, an estimated $1.8K.
  • Starbucks made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #320 holding.
  • Financial Consulate first reported a position in Starbucks in Q3 2025 and has held it in 3 quarters since.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.