James J. Burns & Company’s Starbucks SBUX Stock Holding History

James J. Burns & Company’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	$201K	Sell	2,243 -461	-17%	-$43.6K	0.03%	150
2025 Q4	$228K	Sell	2,704 -224	-8%	-$18.9K	0.03%	150
2025 Q3	$248K	Sell	2,928 -19	-0.6%	-$1.7K	0.04%	143
2025 Q2	$270K	Sell	2,947 -68	-2%	-$5.89K	0.04%	129
2025 Q1	$296K	Buy	3,015 +6	+0.2%	+$620	0.05%	117
2024 Q4	$274K	Buy	3,009 +71	+2%	+$6.87K	0.05%	129
2024 Q3	$286K	Buy	+2,938	New	+$252K	0.05%	114
2023 Q3	–	Sell	-2,162	Closed	-$215K	–	111
2023 Q2	$215K	Buy	2,162 +233	+12%	+$24.2K	0.05%	104
2023 Q1	$200K	Buy	+1,929	New	+$201K	0.05%	110

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

James J. Burns & Company's SBUX Position: Q1 2026 in Review

James J. Burns & Company reduced its Starbucks (SBUX) stake by 17% in Q1 2026, selling an estimated $43.6K and leaving 2,243 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #150.

James J. Burns & Company first reported a position in SBUX in Q1 2023 and has held it in 9 quarters since. The position peaked at $296K in Q1 2025. 2,333 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

James J. Burns & Company held 2,243 shares of Starbucks worth $201K as of Q1 2026.
James J. Burns & Company sold 461 Starbucks shares in Q1 2026, an estimated $43.6K.
Starbucks made up 0.03% of James J. Burns & Company's portfolio in Q1 2026, its #150 holding.
James J. Burns & Company first reported a position in Starbucks in Q1 2023 and has held it in 9 quarters since.
James J. Burns & Company's Starbucks position peaked at $296K in Q1 2025.
2,333 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on James J. Burns & Company's 13F filing for Q1 2026, filed 17 Apr 2026.