FFA
SBUX icon

Founders Financial Alliance’s Starbucks SBUX Stock Holding History

Founders Financial Alliance’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 		$891K Buy
9,950
+2,251
+29% +$213K 0.16% 134
2025
Q4 		$648K Sell
7,699
-3,020
-28% -$255K 0.12% 165
2025
Q3 		$907K Sell
10,719
-1,838
-15% -$165K 0.17% 121
2025
Q2 		$1.15M Buy
12,557
+271
+2% +$23.5K 0.26% 94
2025
Q1 		$1.21M Buy
12,286
+1,657
+16% +$171K 0.29% 81
2024
Q4 		$970K Buy
10,629
+268
+3% +$25.9K 0.27% 86
2024
Q3 		$1.01M Sell
10,361
-927
-8% -$79.5K 0.28% 85
2024
Q2 		$879K Sell
11,288
-2,546
-18% -$207K 0.26% 86
2024
Q1 		$1.26M Sell
13,834
-667
-5% -$62K 0.38% 63
2023
Q4 		$1.39M Sell
14,501
-66
-0.5% -$6.42K 0.54% 36
2023
Q3 		$1.33M Sell
14,567
-2,052
-12% -$201K 0.58% 34
2023
Q2 		$1.65M Buy
16,619
+3,896
+31% +$404K 0.65% 34
2023
Q1 		$1.33M Sell
12,723
-748
-6% -$77.9K 0.66% 36
2022
Q4 		$1.34M Buy
13,471
+13
+0.1% +$1.23K 0.61% 40
2022
Q3 		$1.13M Sell
13,458
-4,030
-23% -$342K 0.58% 44
2022
Q2 		$1.34M Buy
17,488
+4,871
+39% +$374K 0.68% 36
2022
Q1 		$1.15M Sell
12,617
-1,757
-12% -$166K 0.51% 49
2021
Q4 		$1.68M Sell
14,374
-178
-1% -$20.1K 0.68% 30
2021
Q3 		$1.6M Sell
14,552
-45
-0.3% -$5.27K 0.75% 29
2021
Q2 		$1.63M Sell
14,597
-5
-0% -$565 0.74% 29
2021
Q1 		$1.62M Sell
14,602
-1,233
-8% -$129K 0.8% 27
2020
Q4 		$1.69M Buy
15,835
+1,657
+12% +$158K 0.96% 19
2020
Q3 		$1.22M Buy
+14,178
New +$1.13M 0.73% 27

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

Founders Financial Alliance's SBUX Position: Q1 2026 in Review

Founders Financial Alliance increased its Starbucks (SBUX) stake by 29% in Q1 2026, buying an estimated $213K and bringing the position to 9,950 shares worth $891K. The position accounts for 0.16% of the portfolio, ranked #134.

Founders Financial Alliance first reported a position in SBUX in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.69M in Q4 2020. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Founders Financial Alliance held 9,950 shares of Starbucks worth $891K as of Q1 2026.
  • Founders Financial Alliance bought 2,251 Starbucks shares in Q1 2026, an estimated $213K.
  • Starbucks made up 0.16% of Founders Financial Alliance's portfolio in Q1 2026, its #134 holding.
  • Founders Financial Alliance first reported a position in Starbucks in Q3 2020 and has held it in 23 quarters since.
  • Founders Financial Alliance's Starbucks position peaked at $1.69M in Q4 2020.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.