IWM
SBUX icon

IHT Wealth Management’s Starbucks SBUX Stock Holding History

IHT 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 		$2.12M Buy
23,653
+1,328
+6% +$126K 0.05% 356
2025
Q4 		$1.89M Sell
22,325
-1,203
-5% -$101K 0.05% 359
2025
Q3 		$1.99M Buy
23,528
+7,678
+48% +$687K 0.05% 338
2025
Q2 		$1.45M Sell
15,850
-3,045
-16% -$264K 0.04% 387
2025
Q1 		$1.84M Sell
18,895
-406
-2% -$42K 0.06% 306
2024
Q4 		$1.76M Sell
19,301
-6,158
-24% -$596K 0.06% 305
2024
Q3 		$2.48M Buy
25,459
+8,421
+49% +$722K 0.07% 271
2024
Q2 		$1.32M Sell
17,038
-2,407
-12% -$196K 0.05% 357
2024
Q1 		$1.78M Sell
19,445
-576
-3% -$53.6K 0.07% 283
2023
Q4 		$1.92M Sell
20,021
-361
-2% -$35.1K 0.09% 228
2023
Q3 		$1.86M Sell
20,382
-187
-0.9% -$18.4K 0.09% 206
2023
Q2 		$2.04M Buy
20,569
+202
+1% +$21K 0.11% 187
2023
Q1 		$2.12M Buy
20,367
+1,739
+9% +$181K 0.12% 165
2022
Q4 		$1.85M Buy
18,628
+1,513
+9% +$143K 0.12% 184
2022
Q3 		$1.44M Buy
17,115
+4,524
+36% +$384K 0.11% 209
2022
Q2 		$962K Buy
12,591
+469
+4% +$36K 0.08% 245
2022
Q1 		$1.1M Sell
12,122
-702
-5% -$66.2K 0.08% 238
2021
Q4 		$1.5M Sell
12,824
-38
-0.3% -$4.28K 0.11% 183
2021
Q3 		$1.42M Sell
12,862
-3,152
-20% -$369K 0.12% 176
2021
Q2 		$1.79M Buy
16,014
+1,094
+7% +$124K 0.11% 181
2021
Q1 		$1.63M Buy
14,920
+398
+3% +$41.8K 0.12% 178
2020
Q4 		$1.55M Buy
14,522
+682
+5% +$65.1K 0.13% 167
2020
Q3 		$1.19M Buy
13,840
+1,338
+11% +$107K 0.12% 180
2020
Q2 		$920K Sell
12,502
-348
-3% -$26.2K 0.13% 175
2020
Q1 		$845K Buy
12,850
+868
+7% +$70.2K 0.12% 189
2019
Q4 		$1.05M Buy
11,982
+219
+2% +$18.7K 0.12% 187
2019
Q3 		$1.04M Buy
11,763
+2,251
+24% +$209K 0.14% 163
2019
Q2 		$797K Sell
9,512
-3,041
-24% -$238K 0.12% 205
2019
Q1 		$933K Sell
12,553
-1,466
-10% -$101K 0.16% 160
2018
Q4 		$903K Sell
14,019
-2,010
-13% -$126K 0.17% 142
2018
Q3 		$911K Buy
16,029
+1,775
+12% +$93.8K 0.2% 131
2018
Q2 		$696K Buy
14,254
+5,893
+70% +$334K 0.18% 151
2018
Q1 		$470K Sell
8,361
-216
-3% -$12.5K 0.13% 195
2017
Q4 		$509K Buy
8,577
+2,820
+49% +$160K 0.13% 193
2017
Q3 		$317K Buy
5,757
+1,834
+47% +$102K 0.13% 177
2017
Q2 		$5 Buy
3,923
+1,911
+95% +$116K ﹤0.01% 1108
2017
Q1 		$117K Buy
2,012
+187
+10% +$10.6K 0.08% 256
2016
Q4 		$101K Buy
+1,825
New +$101K 0.08% 263

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

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

IHT Wealth Management increased its Starbucks (SBUX) stake by 5.9% in Q1 2026, buying an estimated $126K and bringing the position to 23,653 shares worth $2.12M. The position accounts for 0.05% of the portfolio, ranked #356.

IHT Wealth Management first reported a position in SBUX in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.48M in Q3 2024. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • IHT Wealth Management held 23,653 shares of Starbucks worth $2.12M as of Q1 2026.
  • IHT Wealth Management bought 1,328 Starbucks shares in Q1 2026, an estimated $126K.
  • Starbucks made up 0.05% of IHT Wealth Management's portfolio in Q1 2026, its #356 holding.
  • IHT Wealth Management first reported a position in Starbucks in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's Starbucks position peaked at $2.48M in Q3 2024.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.