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Graybill Wealth Management’s Starbucks SBUX Stock Holding History

Graybill 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 		$4.71M Buy
52,587
+8,281
+19% +$783K 1.43% 35
2025
Q4 		$3.73M Buy
44,306
+167
+0.4% +$14.1K 1.1% 40
2025
Q3 		$3.73M Sell
44,139
-348
-0.8% -$31.1K 1.15% 40
2025
Q2 		$4.08M Buy
44,487
+505
+1% +$43.8K 1.33% 35
2025
Q1 		$4.31M Buy
+43,982
New +$4.55M 1.48% 32
2024
Q3 		$4.12M Buy
42,295
+145
+0.3% +$12.4K 1.53% 32
2024
Q2 		$3.28M Buy
42,150
+529
+1% +$43.1K 1.33% 39
2024
Q1 		$3.8M Buy
41,621
+1,533
+4% +$143K 1.6% 34
2023
Q4 		$3.85M Buy
40,088
+109
+0.3% +$10.6K 1.7% 29
2023
Q3 		$3.65M Buy
39,979
+336
+0.8% +$33K 1.78% 28
2023
Q2 		$3.93M Buy
39,643
+974
+3% +$101K 1.86% 29
2023
Q1 		$4.03M Sell
38,669
-487
-1% -$50.7K 2.05% 22
2022
Q4 		$3.88M Sell
39,156
-199
-0.5% -$18.8K 2.1% 21
2022
Q3 		$3.32M Buy
39,355
+237
+0.6% +$20.1K 1.97% 24
2022
Q2 		$2.99M Buy
39,118
+1,482
+4% +$114K 1.65% 32
2022
Q1 		$3.42M Sell
37,636
-8,052
-18% -$760K 1.67% 37
2021
Q4 		$5.34M Buy
45,688
+1,196
+3% +$135K 2.42% 12
2021
Q3 		$4.91M Sell
44,492
-354
-0.8% -$41.4K 2.42% 12
2021
Q2 		$5.01M Sell
44,846
-162
-0.4% -$18.3K 2.47% 14
2021
Q1 		$4.92M Sell
45,008
-9,169
-17% -$963K 2.61% 13
2020
Q4 		$5.8M Sell
54,177
-238
-0.4% -$22.7K 3.27% 5
2020
Q3 		$4.67M Buy
54,415
+17,378
+47% +$1.39M 3.05% 6
2020
Q2 		$2.73M Sell
37,037
-838
-2% -$63K 2.01% 28
2020
Q1 		$2.49M Buy
37,875
+1,663
+5% +$135K 2.2% 28
2019
Q4 		$3.18M Buy
36,212
+185
+0.5% +$15.8K 1.98% 26
2019
Q3 		$3.19M Sell
36,027
-10,733
-23% -$995K 2.16% 26
2019
Q2 		$3.92M Buy
46,760
+145
+0.3% +$11.4K 2.69% 19
2019
Q1 		$3.46M Buy
46,615
+105
+0.2% +$7.22K 2.42% 20
2018
Q4 		$3M Buy
46,510
+2,155
+5% +$135K 2.5% 20
2018
Q3 		$2.52M Sell
44,355
-255
-0.6% -$13.5K 1.83% 32
2018
Q2 		$2.18M Buy
+44,610
New +$2.53M 1.67% 37

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

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

Graybill Wealth Management increased its Starbucks (SBUX) stake by 19% in Q1 2026, buying an estimated $783K and bringing the position to 52,587 shares worth $4.71M. The position accounts for 1.43% of the portfolio, ranked #35.

Graybill Wealth Management first reported a position in SBUX in Q2 2018 and has held it in 31 quarters since. The position peaked at $5.8M in Q4 2020. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Graybill Wealth Management held 52,587 shares of Starbucks worth $4.71M as of Q1 2026.
  • Graybill Wealth Management bought 8,281 Starbucks shares in Q1 2026, an estimated $783K.
  • Starbucks made up 1.43% of Graybill Wealth Management's portfolio in Q1 2026, its #35 holding.
  • Graybill Wealth Management first reported a position in Starbucks in Q2 2018 and has held it in 31 quarters since.
  • Graybill Wealth Management's Starbucks position peaked at $5.8M in Q4 2020.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

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