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Financial Insights’s Starbucks SBUX Stock Holding History

Financial Insights’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 		$970K Sell
10,827
-517
-5% -$48.9K 0.31% 51
2025
Q4 		$955K Buy
11,344
+271
+2% +$22.9K 0.32% 47
2025
Q3 		$937K Buy
11,073
+700
+7% +$62.7K 0.31% 46
2025
Q2 		$950K Buy
10,373
+540
+5% +$46.8K 0.35% 43
2025
Q1 		$965K Sell
9,833
-2,086
-18% -$216K 0.38% 37
2024
Q4 		$1.09M Sell
11,919
-223
-2% -$21.6K 0.4% 38
2024
Q3 		$1.18M Sell
12,142
-607
-5% -$52.1K 0.37% 45
2024
Q2 		$993K Sell
12,749
-302
-2% -$24.6K 0.28% 61
2024
Q1 		$1.19M Sell
13,051
-2,003
-13% -$186K 0.33% 60
2023
Q4 		$1.45M Sell
15,054
-225
-1% -$21.9K 0.45% 43
2023
Q3 		$1.41M Sell
15,279
-305
-2% -$29.9K 0.5% 39
2023
Q2 		$1.54M Sell
15,584
-750
-5% -$77.8K 0.57% 34
2023
Q1 		$1.7M Sell
16,334
-2,572
-14% -$268K 0.69% 30
2022
Q4 		$1.88M Buy
18,906
+2,425
+15% +$229K 0.89% 27
2022
Q3 		$1.39M Sell
16,481
-1,731
-10% -$147K 0.93% 27
2022
Q2 		$1.39M Buy
18,212
+11
+0.1% +$845 1.41% 19
2022
Q1 		$1.66M Sell
18,201
-440
-2% -$41.5K 1.52% 17
2021
Q4 		$2.18M Sell
18,641
-37
-0.2% -$4.17K 1.88% 15
2021
Q3 		$2.06M Sell
18,678
-243
-1% -$28.5K 1.89% 14
2021
Q2 		$21.2M Sell
18,921
-151
-0.8% -$17.1K 1.75% 12
2021
Q1 		$2.08M Buy
19,072
+8
+0% +$840 1.54% 16
2020
Q4 		$2.04M Buy
19,064
+8
+0% +$764 1.58% 15
2020
Q3 		$1.64M Buy
19,056
+15,326
+411% +$1.22M 1.39% 15
2020
Q2 		$1.41K Sell
3,730
-15,119
-80% -$1.14M 1.25% 15
2020
Q1 		$1.24M Buy
18,849
+891
+5% +$72.1K 1.31% 15
2019
Q4 		$1.58M Buy
17,958
+409
+2% +$34.9K 1.38% 15
2019
Q3 		$1.55M Sell
17,549
-438
-2% -$40.6K 1.49% 14
2019
Q2 		$1.71M Sell
17,987
-279
-2% -$21.9K 1.73% 13
2019
Q1 		$1.42M Sell
18,266
-588
-3% -$40.4K 1.48% 16
2018
Q4 		$1.28M Buy
+18,854
New +$1.18M 1.43% 16

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 Insights's SBUX Position: Q1 2026 in Review

Financial Insights reduced its Starbucks (SBUX) stake by 4.6% in Q1 2026, selling an estimated $48.9K and leaving 10,827 shares worth $970K. The position accounts for 0.31% of the portfolio, ranked #51.

Financial Insights first reported a position in SBUX in Q4 2018 and has held it in 30 quarters since. The position peaked at $21.2M in Q2 2021. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Financial Insights held 10,827 shares of Starbucks worth $970K as of Q1 2026.
  • Financial Insights sold 517 Starbucks shares in Q1 2026, an estimated $48.9K.
  • Starbucks made up 0.31% of Financial Insights's portfolio in Q1 2026, its #51 holding.
  • Financial Insights first reported a position in Starbucks in Q4 2018 and has held it in 30 quarters since.
  • Financial Insights's Starbucks position peaked at $21.2M in Q2 2021.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.