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JPL Wealth Management’s Starbucks SBUX Stock Holding History

JPL 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 		$32.1K Buy
+359
New +$34K 0.01% 316
2025
Q4 		– Sell
-319
Closed -$27K – 933
2025
Q3 		$27K Buy
+319
New +$28.6K 0.01% 344

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

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

JPL Wealth Management opened a new position in Starbucks (SBUX) in Q1 2026: 359 shares worth $32.1K. The stake represents 0.01% of the portfolio and ranks #316 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in SBUX as recently as Q3 2025.

JPL Wealth Management first reported a position in SBUX in Q3 2025 and has held it in 2 quarters since. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • JPL Wealth Management held 359 shares of Starbucks worth $32.1K as of Q1 2026.
  • Starbucks was a new JPL Wealth Management position in Q1 2026.
  • Starbucks made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #316 holding.
  • JPL Wealth Management first reported a position in Starbucks in Q3 2025 and has held it in 2 quarters since.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.