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Gibbs Wealth Management’s Starbucks SBUX Stock Holding History

Gibbs 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 		$2.21M Buy
24,683
+5,772
+31% +$546K 0.29% 59
2025
Q4 		$1.68M Sell
18,911
-2,914
-13% -$246K 0.41% 44
2025
Q3 		$1.85M Sell
21,825
-2,679
-11% -$240K 0.42% 45
2025
Q2 		$2.25M Buy
24,504
+10,579
+76% +$917K 0.43% 49
2025
Q1 		$1.37M Buy
13,925
+10,260
+280% +$1.06M 0.33% 71
2024
Q4 		$334K Buy
3,665
+852
+30% +$82.4K 0.09% 219
2024
Q3 		$274K Buy
+2,813
New +$241K 0.09% 227

Other funds holding SBUX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gibbs Wealth Management's SBUX Position: Q1 2026 in Review

Gibbs Wealth Management increased its Starbucks (SBUX) stake by 31% in Q1 2026, buying an estimated $546K and bringing the position to 24,683 shares worth $2.21M. The position accounts for 0.29% of the portfolio, ranked #59.

Gibbs Wealth Management first reported a position in SBUX in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.25M in Q2 2025. 2,351 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Gibbs Wealth Management held 24,683 shares of Starbucks worth $2.21M as of Q1 2026.
  • Gibbs Wealth Management bought 5,772 Starbucks shares in Q1 2026, an estimated $546K.
  • Starbucks made up 0.29% of Gibbs Wealth Management's portfolio in Q1 2026, its #59 holding.
  • Gibbs Wealth Management first reported a position in Starbucks in Q3 2024 and has held it in 7 quarters since.
  • Gibbs Wealth Management's Starbucks position peaked at $2.25M in Q2 2025.
  • 2,351 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

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