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Journey Strategic Wealth’s Starbucks SBUX Stock Holding History

Journey Strategic Wealth’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 		$968K Buy
10,809
+2,480
+30% +$235K 0.02% 190
2025
Q4 		$701K Buy
8,329
+622
+8% +$52.5K 0.02% 238
2025
Q3 		$652K Sell
7,707
-1,337
-15% -$120K 0.02% 236
2025
Q2 		$829K Buy
9,044
+2,056
+29% +$178K 0.03% 200
2025
Q1 		$685K Buy
6,988
+180
+3% +$18.6K 0.02% 181
2024
Q4 		$621K Sell
6,808
-66
-1% -$6.38K 0.02% 183
2024
Q3 		$670K Buy
6,874
+1,429
+26% +$123K 0.02% 177
2024
Q2 		$424K Buy
+5,445
New +$443K 0.02% 188
2023
Q4 		– Sell
-2,226
Closed -$203K – 260
2023
Q3 		$203K Hold
2,226
– – 0.01% 175
2023
Q2 		$221K Sell
2,226
-2,814
-56% -$292K 0.01% 157
2023
Q1 		$525K Buy
5,040
+354
+8% +$36.8K 0.06% 99
2022
Q4 		$465K Buy
4,686
+908
+24% +$85.7K 0.05% 103
2022
Q3 		$318K Buy
+3,778
New +$321K 0.04% 100
2022
Q2 		– Sell
-3,293
Closed -$300K – 196
2022
Q1 		$300K Buy
3,293
+16
+0.5% +$1.51K 0.03% 98
2021
Q4 		$383K Buy
+3,277
New +$369K 0.04% 94

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

Journey Strategic Wealth's SBUX Position: Q1 2026 in Review

Journey Strategic Wealth increased its Starbucks (SBUX) stake by 30% in Q1 2026, buying an estimated $235K and bringing the position to 10,809 shares worth $968K. The position accounts for 0.02% of the portfolio, ranked #190.

Journey Strategic Wealth first reported a position in SBUX in Q4 2021 and has held it in 15 quarters since. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Journey Strategic Wealth held 10,809 shares of Starbucks worth $968K as of Q1 2026.
  • Journey Strategic Wealth bought 2,480 Starbucks shares in Q1 2026, an estimated $235K.
  • Starbucks made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #190 holding.
  • Journey Strategic Wealth first reported a position in Starbucks in Q4 2021 and has held it in 15 quarters since.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.