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FSB Premier Wealth Management’s Starbucks SBUX Stock Holding History

FSB Premier Wealth Management’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 		$675K Sell
7,537
-524
-7% -$49.6K 0.21% 115
2025
Q4 		$679K Sell
8,061
-479
-6% -$40.4K 0.22% 112
2025
Q3 		$722K Sell
8,540
-459
-5% -$41.1K 0.24% 100
2025
Q2 		$825K Buy
8,999
+205
+2% +$17.8K 0.29% 91
2025
Q1 		$863K Sell
8,794
-928
-10% -$95.9K 0.34% 86
2024
Q4 		$887K Buy
9,722
+516
+6% +$49.9K 0.36% 76
2024
Q3 		$898K Buy
9,206
+2,806
+44% +$241K 0.37% 71
2024
Q2 		$498K Buy
6,400
+730
+13% +$59.5K 0.23% 105
2024
Q1 		$518K Sell
5,670
-251
-4% -$23.3K 0.24% 90
2023
Q4 		$569K Buy
5,921
+279
+5% +$27.2K 0.28% 78
2023
Q3 		$515K Buy
5,642
+140
+3% +$13.7K 0.29% 82
2023
Q2 		$545K Buy
5,502
+237
+5% +$24.6K 0.3% 75
2023
Q1 		$548K Buy
5,265
+1,337
+34% +$139K 0.31% 72
2022
Q4 		$390K Sell
3,928
-25
-0.6% -$2.36K 0.21% 93
2022
Q3 		$333K Sell
3,953
-579
-13% -$49.2K 0.19% 101
2022
Q2 		$346K Buy
4,532
+18
+0.4% +$1.38K 0.19% 99
2022
Q1 		$345K Sell
4,514
-70
-2% -$6.61K 0.17% 101
2021
Q4 		$536K Sell
4,584
-602
-12% -$67.9K 0.22% 78
2021
Q3 		$572K Sell
5,186
-713
-12% -$83.5K 0.29% 67
2021
Q2 		$659K Buy
5,899
+67
+1% +$7.57K 0.34% 51
2021
Q1 		$637K Sell
5,832
-470
-7% -$49.3K 0.34% 58
2020
Q4 		$674K Buy
+6,302
New +$602K 0.36% 56

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

FSB Premier Wealth Management's SBUX Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its Starbucks (SBUX) stake by 6.5% in Q1 2026, selling an estimated $49.6K and leaving 7,537 shares worth $675K. The position accounts for 0.21% of the portfolio, ranked #115.

FSB Premier Wealth Management first reported a position in SBUX in Q4 2020 and has held it in 22 quarters since. The position peaked at $898K in Q3 2024. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • FSB Premier Wealth Management held 7,537 shares of Starbucks worth $675K as of Q1 2026.
  • FSB Premier Wealth Management sold 524 Starbucks shares in Q1 2026, an estimated $49.6K.
  • Starbucks made up 0.21% of FSB Premier Wealth Management's portfolio in Q1 2026, its #115 holding.
  • FSB Premier Wealth Management first reported a position in Starbucks in Q4 2020 and has held it in 22 quarters since.
  • FSB Premier Wealth Management's Starbucks position peaked at $898K in Q3 2024.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.