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Goodman Financial’s Starbucks SBUX Stock Holding History

Goodman Financial’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 		$9.52M Buy
106,300
+1,673
+2% +$158K 1.64% 30
2025
Q4 		$8.81M Buy
+104,627
New +$8.83M 1.67% 27
2016
Q3 		– Sell
-98,476
Closed -$5.63M – 41
2016
Q2 		$5.63M Sell
98,476
-314
-0.3% -$17.9K 3.36% 8
2016
Q1 		$5.9M Sell
98,790
-660
-0.7% -$38.4K 3.6% 6
2015
Q4 		$5.97M Buy
99,450
+1,945
+2% +$118K 3.62% 7
2015
Q3 		$5.54M Buy
97,505
+3,565
+4% +$200K 3.53% 8
2015
Q2 		$5.04M Buy
93,940
+1,460
+2% +$74.1K 3.16% 12
2015
Q1 		$4.38M Buy
+92,480
New +$4.15M 2.72% 17

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

Goodman Financial's SBUX Position: Q1 2026 in Review

Goodman Financial increased its Starbucks (SBUX) stake by 1.6% in Q1 2026, buying an estimated $158K and bringing the position to 106,300 shares worth $9.52M. The position accounts for 1.64% of the portfolio, ranked #30.

Goodman Financial first reported a position in SBUX in Q1 2015 and has held it in 8 quarters since. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Goodman Financial held 106,300 shares of Starbucks worth $9.52M as of Q1 2026.
  • Goodman Financial bought 1,673 Starbucks shares in Q1 2026, an estimated $158K.
  • Starbucks made up 1.64% of Goodman Financial's portfolio in Q1 2026, its #30 holding.
  • Goodman Financial first reported a position in Starbucks in Q1 2015 and has held it in 8 quarters since.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Goodman Financial's 13F filing for Q1 2026, filed 6 May 2026.