Institute for Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.72M | Sell |
74,994
-38
| -0.1% | -$3.6K | 0.72% | 19 |
|
|
2025
Q4 | $6.32M | Sell |
75,032
-400
| -0.5% | -$33.7K | 0.67% | 22 |
|
|
2025
Q3 | $6.38M | Sell |
75,432
-997
| -1% | -$89.2K | 0.66% | 23 |
|
|
2025
Q2 | $7M | Sell |
76,429
-1,463
| -2% | -$127K | 0.78% | 14 |
|
|
2025
Q1 | $7.64M | Sell |
77,892
-543
| -0.7% | -$56.1K | 0.98% | 10 |
|
|
2024
Q4 | $7.16M | Sell |
78,435
-183
| -0.2% | -$17.7K | 0.9% | 13 |
|
|
2024
Q3 | $7.66M | Sell |
78,618
-145
| -0.2% | -$12.4K | 0.97% | 11 |
|
|
2024
Q2 | $6.13M | Buy |
78,763
+3,632
| +5% | +$296K | 0.82% | 12 |
|
|
2024
Q1 | $6.87M | Sell |
75,131
-4
| -0% | -$372 | 0.88% | 11 |
|
|
2023
Q4 | $7.21M | Sell |
75,135
-249
| -0.3% | -$24.2K | 1.17% | 9 |
|
|
2023
Q3 | $6.88M | Sell |
75,384
-9
| -0% | -$883 | 1.24% | 9 |
|
|
2023
Q2 | $7.47M | Sell |
75,393
-1,536
| -2% | -$159K | 1.26% | 9 |
|
|
2023
Q1 | $8.01M | Sell |
76,929
-1,970
| -2% | -$205K | 1.53% | 6 |
|
|
2022
Q4 | $7.83M | Sell |
78,899
-497
| -0.6% | -$46.9K | 1.65% | 4 |
|
|
2022
Q3 | $6.69M | Sell |
79,396
-95
| -0.1% | -$8.07K | 1.5% | 5 |
|
|
2022
Q2 | $6.07M | Buy |
79,491
+752
| +1% | +$57.8K | 1.19% | 8 |
|
|
2022
Q1 | $7.16M | Sell |
78,739
-306
| -0.4% | -$28.9K | 1.16% | 7 |
|
|
2021
Q4 | $9.25M | Buy |
79,045
+721
| +0.9% | +$81.3K | 1.51% | 7 |
|
|
2021
Q3 | $8.64M | Buy |
78,324
+585
| +0.8% | +$68.5K | 1.52% | 8 |
|
|
2021
Q2 | $8.69M | Sell |
77,739
-200
| -0.3% | -$22.6K | 1.53% | 7 |
|
|
2021
Q1 | $8.52M | Sell |
77,939
-3,970
| -5% | -$417K | 1.62% | 7 |
|
|
2020
Q4 | $8.76M | Buy |
81,909
+1,034
| +1% | +$98.7K | 1.74% | 7 |
|
|
2020
Q3 | $6.95M | Buy |
80,875
+952
| +1% | +$75.9K | 1.59% | 8 |
|
|
2020
Q2 | $5.88M | Buy |
79,923
+442
| +0.6% | +$33.2K | 1.44% | 9 |
|
|
2020
Q1 | $5.22M | Sell |
79,481
-4,338
| -5% | -$351K | 1.61% | 5 |
|
|
2019
Q4 | $7.37M | Sell |
83,819
-970
| -1% | -$82.7K | 1.66% | 4 |
|
|
2019
Q3 | $7.5M | Sell |
84,789
-746
| -0.9% | -$69.2K | 1.89% | 3 |
|
|
2019
Q2 | $7.17M | Sell |
85,535
-871
| -1% | -$68.3K | 1.59% | 5 |
|
|
2019
Q1 | $6.42M | Buy |
+86,406
| New | +$5.94M | 1.4% | 8 |
|
|
2018
Q4 | – | Sell |
-89,215
| Closed | -$5.11M | – | 330 |
|
|
2018
Q3 | $5.11M | Sell |
89,215
-1,145
| -1% | -$60.5K | 1.72% | 9 |
|
|
2018
Q2 | $4.41M | Sell |
90,360
-41
| -0% | -$2.33K | 1.41% | 12 |
|
|
2018
Q1 | $5.21M | Buy |
+90,401
| New | +$5.23M | 1.54% | 8 |
|
|
2017
Q4 | – | Sell |
-93,907
| Closed | -$5.04M | – | 415 |
|
|
2017
Q3 | $5.04M | Buy |
93,907
+27
| +0% | +$1.5K | 1.64% | 5 |
|
|
2017
Q2 | $5.48M | Buy |
+93,880
| New | +$5.68M | 1.51% | 5 |
|
Other funds holding SBUX
VCM
VPM
Institute for Wealth Management's SBUX Position: Q1 2026 in Review
Institute for Wealth Management reduced its Starbucks (SBUX) stake by 0.05% in Q1 2026, selling an estimated $3.6K and leaving 74,994 shares worth $6.72M. The position accounts for 0.72% of the portfolio, ranked #19.
Institute for Wealth Management first reported a position in SBUX in Q2 2017 and has held it in 34 quarters since. The position peaked at $9.25M in Q4 2021. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.
- Institute for Wealth Management held 74,994 shares of Starbucks worth $6.72M as of Q1 2026.
- Institute for Wealth Management sold 38 Starbucks shares in Q1 2026, an estimated $3.6K.
- Starbucks made up 0.72% of Institute for Wealth Management's portfolio in Q1 2026, its #19 holding.
- Institute for Wealth Management first reported a position in Starbucks in Q2 2017 and has held it in 34 quarters since.
- Institute for Wealth Management's Starbucks position peaked at $9.25M in Q4 2021.
- 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.