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GeoWealth Management’s Starbucks SBUX Stock Holding History

GeoWealth 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 		$1.51M Sell
16,845
-6
-0% -$568 0.05% 204
2025
Q4 		$1.42M Sell
16,851
-497
-3% -$41.9K 0.05% 213
2025
Q3 		$1.47M Buy
17,348
+9,950
+134% +$891K 0.05% 225
2025
Q2 		$678K Sell
7,398
-90
-1% -$7.8K 0.03% 340
2025
Q1 		$734K Sell
7,488
-1,619
-18% -$167K 0.03% 341
2024
Q4 		$831K Sell
9,107
-50
-0.5% -$4.84K 0.03% 339
2024
Q3 		$893K Buy
9,157
+2,373
+35% +$204K 0.03% 326
2024
Q2 		$528K Sell
6,784
-3,990
-37% -$325K 0.02% 415
2024
Q1 		$985K Buy
10,774
+1,613
+18% +$150K 0.04% 297
2023
Q4 		$878K Buy
9,161
+8,720
+1,977% +$849K 0.07% 231
2023
Q3 		$40K Buy
+441
New +$43.3K ﹤0.01% 405
2022
Q2 		– Sell
-14,251
Closed -$1.3M – 388
2022
Q1 		$1.3M Buy
14,251
+387
+3% +$36.5K 0.11% 128
2021
Q4 		$1.62M Buy
13,864
+2,279
+20% +$257K 0.13% 115
2021
Q3 		$1.28M Buy
11,585
+6,885
+146% +$806K 0.11% 146
2021
Q2 		$526K Buy
4,700
+141
+3% +$15.9K 0.07% 139
2021
Q1 		$499K Sell
4,559
-118
-3% -$12.4K 0.08% 118
2020
Q4 		$499K Buy
+4,677
New +$447K 0.08% 142
2019
Q4 		– Sell
-2,358
Closed -$209K – 184
2019
Q3 		$209K Buy
+2,358
New +$219K 0.05% 199

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

GeoWealth Management's SBUX Position: Q1 2026 in Review

GeoWealth Management reduced its Starbucks (SBUX) stake by 0.04% in Q1 2026, selling an estimated $568 and leaving 16,845 shares worth $1.51M. The position accounts for 0.05% of the portfolio, ranked #204.

GeoWealth Management first reported a position in SBUX in Q3 2019 and has held it in 18 quarters since. The position peaked at $1.62M in Q4 2021. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • GeoWealth Management held 16,845 shares of Starbucks worth $1.51M as of Q1 2026.
  • GeoWealth Management sold 6 Starbucks shares in Q1 2026, an estimated $568.
  • Starbucks made up 0.05% of GeoWealth Management's portfolio in Q1 2026, its #204 holding.
  • GeoWealth Management first reported a position in Starbucks in Q3 2019 and has held it in 18 quarters since.
  • GeoWealth Management's Starbucks position peaked at $1.62M in Q4 2021.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.