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Kelleher Financial Advisors’s Starbucks SBUX Stock Holding History

Kelleher Financial Advisors’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 		$17.8K Hold
198
– – ﹤0.01% 488
2025
Q4 		$16.7K Sell
198
-125
-39% -$10.5K ﹤0.01% 528
2025
Q3 		$27.3K Buy
+323
New +$28.9K 0.01% 399
2022
Q3 		– Sell
-3,642
Closed -$278K – 140
2022
Q2 		$278K Buy
+3,642
New +$280K 0.13% 109
2021
Q4 		– Sell
-2,440
Closed -$269K – 142
2021
Q3 		$269K Buy
+2,440
New +$286K 0.12% 127

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

Kelleher Financial Advisors's SBUX Position: Q1 2026 in Review

Kelleher Financial Advisors held its Starbucks (SBUX) position steady in Q1 2026 at 198 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Kelleher Financial Advisors first reported a position in SBUX in Q3 2021 and has held it in 5 quarters since. The position peaked at $278K in Q2 2022. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Kelleher Financial Advisors held 198 shares of Starbucks worth $17.8K as of Q1 2026.
  • Kelleher Financial Advisors left its Starbucks share count unchanged in Q1 2026.
  • Starbucks made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #488 holding.
  • Kelleher Financial Advisors first reported a position in Starbucks in Q3 2021 and has held it in 5 quarters since.
  • Kelleher Financial Advisors's Starbucks position peaked at $278K in Q2 2022.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.