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Keebeck Wealth Management’s Starbucks SBUX Stock Holding History

Keebeck 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 		$1.83M Buy
20,391
+14,743
+261% +$1.39M 0.21% 115
2025
Q4 		$476K Buy
5,648
+130
+2% +$11K 0.05% 230
2025
Q3 		$467K Sell
5,518
-1,017
-16% -$91K 0.06% 219
2025
Q2 		$599K Sell
6,535
-2,935
-31% -$254K 0.08% 171
2025
Q1 		$929K Sell
9,470
-273
-3% -$28.2K 0.14% 134
2024
Q4 		$889K Buy
9,743
+3,152
+48% +$305K 0.13% 135
2024
Q3 		$643K Buy
6,591
+1,146
+21% +$98.3K 0.09% 151
2024
Q2 		$424K Sell
5,445
-811
-13% -$66K 0.06% 186
2024
Q1 		$572K Buy
6,256
+51
+0.8% +$4.74K 0.08% 176
2023
Q4 		$596K Buy
6,205
+1
+0% +$97 0.1% 160
2023
Q3 		$566K Buy
6,204
+119
+2% +$11.7K 0.1% 159
2023
Q2 		$603K Buy
6,085
+1
+0% +$104 0.08% 162
2023
Q1 		$634K Sell
6,084
-10
-0.2% -$1.04K 0.1% 144
2022
Q4 		$605K Buy
6,094
+57
+0.9% +$5.38K 0.11% 139
2022
Q3 		$509K Buy
6,037
+1
+0% +$85 0.1% 147
2022
Q2 		$461K Sell
6,036
-1,129
-16% -$86.7K 0.09% 165
2022
Q1 		$652K Sell
7,165
-778
-10% -$73.4K 0.11% 141
2021
Q4 		$929K Sell
7,943
-197
-2% -$22.2K 0.17% 113
2021
Q3 		$898K Sell
8,140
-513
-6% -$60.1K 0.18% 109
2021
Q2 		$967K Sell
8,653
-283
-3% -$32K 0.14% 124
2021
Q1 		$976K Buy
8,936
+65
+0.7% +$6.83K 0.15% 109
2020
Q4 		$949K Buy
8,871
+226
+3% +$21.6K 0.17% 99
2020
Q3 		$742K Buy
8,645
+246
+3% +$19.6K 0.15% 101
2020
Q2 		$618K Buy
8,399
+1,330
+19% +$100K 0.2% 96
2020
Q1 		$464K Buy
7,069
+5,981
+550% +$484K 0.19% 99
2019
Q4 		$95K Buy
+1,088
New +$92.8K 0.03% 190

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

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

Keebeck Wealth Management increased its Starbucks (SBUX) stake by 261% in Q1 2026, buying an estimated $1.39M and bringing the position to 20,391 shares worth $1.83M. The position accounts for 0.21% of the portfolio, ranked #115.

Keebeck Wealth Management first reported a position in SBUX in Q4 2019 and has held it in 26 quarters since. 2,333 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Keebeck Wealth Management held 20,391 shares of Starbucks worth $1.83M as of Q1 2026.
  • Keebeck Wealth Management bought 14,743 Starbucks shares in Q1 2026, an estimated $1.39M.
  • Starbucks made up 0.21% of Keebeck Wealth Management's portfolio in Q1 2026, its #115 holding.
  • Keebeck Wealth Management first reported a position in Starbucks in Q4 2019 and has held it in 26 quarters since.
  • 2,333 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

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