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Financially Speaking’s Starbucks SBUX Stock Holding History

Financially Speaking’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 		$35.8K Hold
400
– – 0.17% 37
2025
Q4 		$33.7K Sell
400
-4
-1% -$337 0.02% 76
2025
Q3 		$34.2K Hold
404
– – 0.02% 75
2025
Q2 		$37K Buy
+404
New +$35K 0.02% 62
2025
Q1 		– Sell
-542
Closed -$49.5K – 139
2024
Q4 		$49.5K Buy
+542
New +$52.4K 0.03% 53

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

Financially Speaking's SBUX Position: Q1 2026 in Review

Financially Speaking held its Starbucks (SBUX) position steady in Q1 2026 at 400 shares worth $35.8K. The position accounts for 0.17% of the portfolio, ranked #37.

Financially Speaking first reported a position in SBUX in Q4 2024 and has held it in 5 quarters since. The position peaked at $49.5K in Q4 2024. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Financially Speaking held 400 shares of Starbucks worth $35.8K as of Q1 2026.
  • Financially Speaking left its Starbucks share count unchanged in Q1 2026.
  • Starbucks made up 0.17% of Financially Speaking's portfolio in Q1 2026, its #37 holding.
  • Financially Speaking first reported a position in Starbucks in Q4 2024 and has held it in 5 quarters since.
  • Financially Speaking's Starbucks position peaked at $49.5K in Q4 2024.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Financially Speaking's 13F filing for Q1 2026, filed 7 Apr 2026.