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Heritage Wealth Management (Ohio)’s Starbucks SBUX Stock Holding History

Heritage Wealth Management (Ohio)’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 		– Sell
-2,550
Closed -$215K – 232
2025
Q4 		$215K Hold
2,550
– – 0.06% 243
2025
Q3 		$216K Sell
2,550
-243
-9% -$21.8K 0.06% 229
2025
Q2 		$256K Hold
2,793
– – 0.08% 201
2025
Q1 		$274K Buy
2,793
+243
+10% +$25.1K 0.09% 194
2024
Q4 		$233K Hold
2,550
– – 0.08% 209
2024
Q3 		$249K Buy
+2,550
New +$219K 0.08% 203

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

Heritage Wealth Management (Ohio)'s SBUX Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Starbucks (SBUX) in Q1 2026, closing a stake of 2,550 shares — an estimated $215K sold.

Heritage Wealth Management (Ohio) first reported a position in SBUX in Q3 2024 and held it in 6 quarters. The position peaked at $274K in Q1 2025. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Starbucks position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 2,550 Starbucks shares in Q1 2026, an estimated $215K.
  • Heritage Wealth Management (Ohio) first reported a position in Starbucks in Q3 2024 and held it in 6 quarters.
  • Heritage Wealth Management (Ohio)'s Starbucks position peaked at $274K in Q1 2025.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.