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Key Financial Inc’s Starbucks SBUX Stock Holding History

Key Financial Inc’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 		$299K Buy
3,336
+51
+2% +$4.82K 0.05% 240
2025
Q4 		$277K Sell
3,285
-390
-11% -$32.9K 0.05% 242
2025
Q3 		$310K Buy
3,675
+488
+15% +$43.7K 0.06% 231
2025
Q2 		$292K Sell
3,187
-150
-4% -$13K 0.06% 228
2025
Q1 		$327K Hold
3,337
– – 0.07% 204
2024
Q4 		$305K Hold
3,337
– – 0.07% 199
2024
Q3 		$325K Buy
3,337
+184
+6% +$15.8K 0.07% 199
2024
Q2 		$245K Buy
3,153
+150
+5% +$12.2K 0.06% 213
2024
Q1 		$274K Hold
3,003
– – 0.07% 198
2023
Q4 		$288K Hold
3,003
– – 0.08% 180
2023
Q3 		$274K Buy
3,003
+26
+0.9% +$2.55K 0.09% 171
2023
Q2 		$295K Buy
2,977
+75
+3% +$7.78K 0.1% 161
2023
Q1 		$302K Hold
2,902
– – 0.11% 150
2022
Q4 		$245K Hold
2,902
– – 0.12% 142
2022
Q3 		$245K Buy
2,902
+93
+3% +$7.9K 0.12% 144
2022
Q2 		$223K Sell
2,809
-144
-5% -$11.1K 0.12% 140
2022
Q1 		$269K Buy
2,953
+240
+9% +$22.6K 0.13% 125
2021
Q4 		$317K Buy
2,713
+81
+3% +$9.13K 0.16% 111
2021
Q3 		$290K Hold
2,632
– – 0.16% 113
2021
Q2 		$320K Buy
2,632
+250
+10% +$28.3K 0.18% 108
2021
Q1 		$260K Buy
2,382
+150
+7% +$15.7K 0.17% 117
2020
Q4 		$239K Sell
2,232
-300
-12% -$28.6K 0.18% 107
2020
Q3 		$218K Buy
+2,532
New +$202K 0.22% 103
2020
Q2 		– Sell
-2,532
Closed -$172K – 520
2020
Q1 		$172K Hold
2,532
– – 0.18% 103
2019
Q4 		$223K Buy
+2,532
New +$216K 0.21% 102

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

Key Financial Inc's SBUX Position: Q1 2026 in Review

Key Financial Inc increased its Starbucks (SBUX) stake by 1.6% in Q1 2026, buying an estimated $4.82K and bringing the position to 3,336 shares worth $299K. The position accounts for 0.05% of the portfolio, ranked #240.

Key Financial Inc first reported a position in SBUX in Q4 2019 and has held it in 25 quarters since. The position peaked at $327K in Q1 2025. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Key Financial Inc held 3,336 shares of Starbucks worth $299K as of Q1 2026.
  • Key Financial Inc bought 51 Starbucks shares in Q1 2026, an estimated $4.82K.
  • Starbucks made up 0.05% of Key Financial Inc's portfolio in Q1 2026, its #240 holding.
  • Key Financial Inc first reported a position in Starbucks in Q4 2019 and has held it in 25 quarters since.
  • Key Financial Inc's Starbucks position peaked at $327K in Q1 2025.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.