H&H Retirement Design & Management’s Starbucks SBUX Stock Holding History

H&H Retirement Design & 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	$686K	Buy	6,477 +3,076	+90%	+$291K	0.32%	51
2025 Q4	$312K	Sell	3,401 -2,710	-44%	-$229K	0.16%	67
2025 Q3	$517K	Buy	6,111 +14	+0.2%	+$1.25K	0.27%	54
2025 Q2	$565K	Sell	6,097 -33	-0.5%	-$2.86K	0.31%	49
2025 Q1	$495K	Buy	6,130 +8	+0.1%	+$827	0.33%	48
2024 Q4	$684K	Sell	6,122 -720	-11%	-$69.7K	0.42%	45
2024 Q3	$650K	Sell	6,842 -255	-4%	-$21.9K	0.38%	49
2024 Q2	$543K	Buy	7,097 +2,124	+43%	+$173K	0.34%	54
2024 Q1	$439K	Buy	+4,973	New	+$463K	0.29%	54

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

H&H Retirement Design & Management's SBUX Position: Q1 2026 in Review

H&H Retirement Design & Management increased its Starbucks (SBUX) stake by 90% in Q1 2026, buying an estimated $291K and bringing the position to 6,477 shares worth $686K. The position accounts for 0.32% of the portfolio, ranked #51.

H&H Retirement Design & Management first reported a position in SBUX in Q1 2024 and has held it in 9 quarters since. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

H&H Retirement Design & Management held 6,477 shares of Starbucks worth $686K as of Q1 2026.
H&H Retirement Design & Management bought 3,076 Starbucks shares in Q1 2026, an estimated $291K.
Starbucks made up 0.32% of H&H Retirement Design & Management's portfolio in Q1 2026, its #51 holding.
H&H Retirement Design & Management first reported a position in Starbucks in Q1 2024 and has held it in 9 quarters since.
2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on H&H Retirement Design & Management's 13F filing for Q1 2026, filed 4 May 2026.