HNW
SBUX icon

High Note Wealth’s Starbucks SBUX Stock Holding History

High Note Wealth’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 		$555K Sell
6,193
-609
-9% -$57.6K 0.11% 80
2025
Q4 		$573K Buy
6,802
+20
+0.3% +$1.69K 0.11% 75
2025
Q3 		$574K Sell
6,782
-977
-13% -$87.5K 0.12% 78
2025
Q2 		$711K Sell
7,759
-522
-6% -$45.2K 0.16% 68
2025
Q1 		$812K Hold
8,281
– – 0.2% 53
2024
Q4 		$756K Sell
8,281
-6
-0.1% -$580 0.2% 57
2024
Q3 		$808K Sell
8,287
-527
-6% -$45.2K 0.23% 54
2024
Q2 		$686K Sell
8,814
-1,603
-15% -$131K 0.21% 57
2024
Q1 		$952K Sell
10,417
-271
-3% -$25.2K 0.31% 51
2023
Q4 		$1.03M Sell
10,688
-16,562
-61% -$1.61M 0.39% 47
2023
Q3 		$2.49M Sell
27,250
-205
-0.7% -$20.1K 1.03% 30
2023
Q2 		$2.72M Sell
27,455
-1,957
-7% -$203K 1.11% 28
2023
Q1 		$3.06M Sell
29,412
-7
-0% -$729 1.26% 24
2022
Q4 		$2.92M Buy
29,419
+35
+0.1% +$3.3K 1.22% 28
2022
Q3 		$2.51M Sell
29,384
-21
-0.1% -$1.78K 1% 30
2022
Q2 		$2.25M Buy
29,405
+909
+3% +$69.8K 0.88% 33
2022
Q1 		$2.59M Sell
28,496
-3,773
-12% -$356K 0.91% 34
2021
Q4 		$3.77M Buy
32,269
+572
+2% +$64.5K 1.27% 29
2021
Q3 		$3.5M Buy
31,697
+451
+1% +$52.8K 1.26% 27
2021
Q2 		$3.49M Sell
31,246
-212
-0.7% -$24K 1.27% 23
2021
Q1 		$3.44M Buy
31,458
+162
+0.5% +$17K 1.34% 21
2020
Q4 		$3.35M Buy
+31,296
New +$2.99M 1.42% 19

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

High Note Wealth's SBUX Position: Q1 2026 in Review

High Note Wealth reduced its Starbucks (SBUX) stake by 9% in Q1 2026, selling an estimated $57.6K and leaving 6,193 shares worth $555K. The position accounts for 0.11% of the portfolio, ranked #80.

High Note Wealth first reported a position in SBUX in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.77M in Q4 2021. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • High Note Wealth held 6,193 shares of Starbucks worth $555K as of Q1 2026.
  • High Note Wealth sold 609 Starbucks shares in Q1 2026, an estimated $57.6K.
  • Starbucks made up 0.11% of High Note Wealth's portfolio in Q1 2026, its #80 holding.
  • High Note Wealth first reported a position in Starbucks in Q4 2020 and has held it in 22 quarters since.
  • High Note Wealth's Starbucks position peaked at $3.77M in Q4 2021.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.