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Gen-Wealth Partners’s Starbucks SBUX Stock Holding History

Gen-Wealth Partners’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 		$867K Buy
9,681
+2,143
+28% +$203K 0.27% 78
2025
Q4 		$635K Buy
7,538
+2,487
+49% +$210K 0.2% 95
2025
Q3 		$427K Buy
5,051
+2,560
+103% +$229K 0.14% 169
2025
Q2 		$228K Buy
2,491
+172
+7% +$14.9K 0.09% 206
2025
Q1 		$227K Buy
2,319
+14
+0.6% +$1.45K 0.1% 194
2024
Q4 		$210K Buy
2,305
+57
+3% +$5.51K 0.09% 207
2024
Q3 		$219K Sell
2,248
-400
-15% -$34.3K 0.1% 209
2024
Q2 		$206K Buy
2,648
+920
+53% +$74.9K 0.1% 204
2024
Q1 		$158K Buy
+1,728
New +$161K 0.08% 245

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

Gen-Wealth Partners's SBUX Position: Q1 2026 in Review

Gen-Wealth Partners increased its Starbucks (SBUX) stake by 28% in Q1 2026, buying an estimated $203K and bringing the position to 9,681 shares worth $867K. The position accounts for 0.27% of the portfolio, ranked #78.

Gen-Wealth Partners first reported a position in SBUX in Q1 2024 and has held it in 9 quarters since. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Gen-Wealth Partners held 9,681 shares of Starbucks worth $867K as of Q1 2026.
  • Gen-Wealth Partners bought 2,143 Starbucks shares in Q1 2026, an estimated $203K.
  • Starbucks made up 0.27% of Gen-Wealth Partners's portfolio in Q1 2026, its #78 holding.
  • Gen-Wealth Partners first reported a position in Starbucks in Q1 2024 and has held it in 9 quarters since.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.