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Jeppson Wealth Management’s Starbucks SBUX Stock Holding History

Jeppson 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 		$524K Sell
5,844
-513
-8% -$48.5K 0.16% 118
2025
Q4 		$535K Sell
6,357
-138
-2% -$11.6K 0.17% 115
2025
Q3 		$549K Buy
6,495
+140
+2% +$12.5K 0.18% 114
2025
Q2 		$582K Sell
6,355
-217
-3% -$18.8K 0.2% 109
2025
Q1 		$645K Sell
6,572
-140
-2% -$14.5K 0.24% 99
2024
Q4 		$612K Sell
6,712
-18
-0.3% -$1.74K 0.22% 100
2024
Q3 		$656K Sell
6,730
-617
-8% -$52.9K 0.24% 97
2024
Q2 		$572K Buy
7,347
+956
+15% +$77.9K 0.22% 104
2024
Q1 		$584K Buy
6,391
+754
+13% +$70.1K 0.23% 104
2023
Q4 		$541K Sell
5,637
-265
-4% -$25.8K 0.22% 102
2023
Q3 		$539K Hold
5,902
– – 0.25% 99
2023
Q2 		$585K Sell
5,902
-525
-8% -$54.5K 0.25% 95
2023
Q1 		$669K Sell
6,427
-359
-5% -$37.4K 0.29% 87
2022
Q4 		$673K Sell
6,786
-261
-4% -$24.6K 0.28% 81
2022
Q3 		$594K Sell
7,047
-510
-7% -$43.3K 0.27% 86
2022
Q2 		$577K Buy
7,557
+2,147
+40% +$165K 0.25% 91
2022
Q1 		$492K Buy
5,410
+584
+12% +$55.1K 0.23% 99
2021
Q4 		$564K Sell
4,826
-30
-0.6% -$3.38K 0.27% 83
2021
Q3 		$535K Buy
4,856
+200
+4% +$23.4K 0.28% 80
2021
Q2 		$520K Sell
4,656
-10
-0.2% -$1.13K 0.28% 79
2021
Q1 		$509K Sell
4,666
-65
-1% -$6.83K 0.3% 74
2020
Q4 		$506K Sell
4,731
-245
-5% -$23.4K 0.34% 72
2020
Q3 		$428K Buy
+4,976
New +$397K 0.34% 74

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

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

Jeppson Wealth Management reduced its Starbucks (SBUX) stake by 8.1% in Q1 2026, selling an estimated $48.5K and leaving 5,844 shares worth $524K. The position accounts for 0.16% of the portfolio, ranked #118.

Jeppson Wealth Management first reported a position in SBUX in Q3 2020 and has held it in 23 quarters since. The position peaked at $673K in Q4 2022. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Jeppson Wealth Management held 5,844 shares of Starbucks worth $524K as of Q1 2026.
  • Jeppson Wealth Management sold 513 Starbucks shares in Q1 2026, an estimated $48.5K.
  • Starbucks made up 0.16% of Jeppson Wealth Management's portfolio in Q1 2026, its #118 holding.
  • Jeppson Wealth Management first reported a position in Starbucks in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Starbucks position peaked at $673K in Q4 2022.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.