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Keystone Financial Group (Kentucky)’s Starbucks SBUX Stock Holding History

Keystone Financial Group (Kentucky)’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 		$242K Buy
2,666
+247
+10% +$23.4K 0.02% 445
2025
Q4 		$204K Sell
2,419
-109
-4% -$9.2K 0.02% 431
2025
Q3 		$214K Sell
2,528
-885
-26% -$79.2K 0.02% 390
2025
Q2 		$313K Buy
3,413
+1,292
+61% +$112K 0.03% 310
2025
Q1 		$208K Sell
2,121
-229
-10% -$23.7K 0.02% 370
2024
Q4 		$215K Sell
2,350
-51
-2% -$4.93K 0.02% 355
2024
Q3 		$234K Buy
+2,401
New +$206K 0.03% 327
2024
Q2 		– Sell
-2,345
Closed -$214K – 272
2024
Q1 		$214K Buy
+2,345
New +$218K 0.03% 321

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

Keystone Financial Group (Kentucky)'s SBUX Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its Starbucks (SBUX) stake by 10% in Q1 2026, buying an estimated $23.4K and bringing the position to 2,666 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #445.

Keystone Financial Group (Kentucky) first reported a position in SBUX in Q1 2024 and has held it in 8 quarters since. The position peaked at $313K in Q2 2025. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 2,666 shares of Starbucks worth $242K as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 247 Starbucks shares in Q1 2026, an estimated $23.4K.
  • Starbucks made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #445 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Starbucks in Q1 2024 and has held it in 8 quarters since.
  • Keystone Financial Group (Kentucky)'s Starbucks position peaked at $313K in Q2 2025.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.