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Frisch Financial Group’s Starbucks SBUX Stock Holding History

Frisch Financial Group’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 		$271K Buy
3,027
+43
+1% +$4.07K 0.06% 141
2025
Q4 		$251K Buy
2,984
+12
+0.4% +$1.01K 0.06% 135
2025
Q3 		$251K Sell
2,972
-47
-2% -$4.21K 0.06% 125
2025
Q2 		$277K Buy
3,019
+39
+1% +$3.38K 0.07% 112
2025
Q1 		$292K Buy
2,980
+21
+0.7% +$2.17K 0.08% 99
2024
Q4 		$270K Buy
2,959
+10
+0.3% +$967 0.08% 105
2024
Q3 		$288K Buy
+2,949
New +$253K 0.09% 105
2024
Q2 		– Sell
-2,669
Closed -$244K – 145
2024
Q1 		$244K Sell
2,669
-658
-20% -$61.2K 0.08% 107
2023
Q4 		$319K Buy
3,327
+761
+30% +$74.1K 0.12% 89
2023
Q3 		$234K Sell
2,566
-91
-3% -$8.93K 0.09% 103
2023
Q2 		$263K Buy
2,657
+147
+6% +$15.3K 0.13% 94
2023
Q1 		$261K Buy
2,510
+34
+1% +$3.54K 0.1% 100
2022
Q4 		$246K Buy
2,476
+9
+0.4% +$849 0.09% 114
2022
Q3 		$208K Buy
+2,467
New +$210K 0.09% 111
2022
Q2 		– Sell
-2,513
Closed -$229K – 137
2022
Q1 		$229K Sell
2,513
-79
-3% -$7.46K 0.07% 134
2021
Q4 		$297K Buy
2,592
+161
+7% +$18.2K 0.09% 124
2021
Q3 		$268K Sell
2,431
-271
-10% -$31.7K 0.09% 119
2021
Q2 		$302K Sell
2,702
-45
-2% -$5.09K 0.1% 113
2021
Q1 		$300K Buy
2,747
+8
+0.3% +$840 0.1% 109
2020
Q4 		$293K Buy
2,739
+9
+0.3% +$859 0.11% 95
2020
Q3 		$235K Buy
+2,730
New +$218K 0.1% 93
2020
Q1 		– Sell
-2,830
Closed -$249K – 117
2019
Q4 		$249K Buy
2,830
+38
+1% +$3.24K 0.12% 99
2019
Q3 		$247K Sell
2,792
-234
-8% -$21.7K 0.15% 86
2019
Q2 		$254K Buy
3,026
+81
+3% +$6.35K 0.17% 79
2019
Q1 		$219K Buy
+2,945
New +$202K 0.13% 99

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

Frisch Financial Group's SBUX Position: Q1 2026 in Review

Frisch Financial Group increased its Starbucks (SBUX) stake by 1.4% in Q1 2026, buying an estimated $4.07K and bringing the position to 3,027 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #141.

Frisch Financial Group first reported a position in SBUX in Q1 2019 and has held it in 25 quarters since. The position peaked at $319K in Q4 2023. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Frisch Financial Group held 3,027 shares of Starbucks worth $271K as of Q1 2026.
  • Frisch Financial Group bought 43 Starbucks shares in Q1 2026, an estimated $4.07K.
  • Starbucks made up 0.06% of Frisch Financial Group's portfolio in Q1 2026, its #141 holding.
  • Frisch Financial Group first reported a position in Starbucks in Q1 2019 and has held it in 25 quarters since.
  • Frisch Financial Group's Starbucks position peaked at $319K in Q4 2023.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Frisch Financial Group's 13F filing for Q1 2026, filed 5 May 2026.