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IMG Wealth Management’s Starbucks SBUX Stock Holding History

IMG 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 		$14.6K Sell
163
-33
-17% -$3.12K 0.01% 259
2025
Q4 		$16.5K Buy
196
+86
+78% +$7.25K 0.01% 265
2025
Q3 		$9.31K Hold
110
– – 0.01% 276
2025
Q2 		$10.1K Buy
+110
New +$9.53K 0.01% 262

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

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

IMG Wealth Management reduced its Starbucks (SBUX) stake by 17% in Q1 2026, selling an estimated $3.12K and leaving 163 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #259.

IMG Wealth Management first reported a position in SBUX in Q2 2025 and has held it in 4 quarters since. The position peaked at $16.5K in Q4 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • IMG Wealth Management held 163 shares of Starbucks worth $14.6K as of Q1 2026.
  • IMG Wealth Management sold 33 Starbucks shares in Q1 2026, an estimated $3.12K.
  • Starbucks made up 0.01% of IMG Wealth Management's portfolio in Q1 2026, its #259 holding.
  • IMG Wealth Management first reported a position in Starbucks in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Starbucks position peaked at $16.5K in Q4 2025.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

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