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Keystone Wealth Services’s Starbucks SBUX Stock Holding History

Keystone Wealth Services’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 		$1.4M Sell
15,644
-26
-0.2% -$2.46K 0.3% 87
2025
Q4 		$1.32M Sell
15,670
-354
-2% -$29.9K 0.28% 74
2025
Q3 		$1.36M Sell
16,024
-147
-0.9% -$13.2K 0.3% 84
2025
Q2 		$1.48M Buy
16,171
+53
+0.3% +$4.59K 0.36% 66
2025
Q1 		$1.58M Buy
16,118
+49
+0.3% +$5.07K 0.43% 55
2024
Q4 		$1.47M Buy
16,069
+5,918
+58% +$573K 0.39% 60
2024
Q3 		$990K Buy
10,151
+130
+1% +$11.2K 0.27% 87
2024
Q2 		$780K Buy
10,021
+219
+2% +$17.8K 0.24% 98
2024
Q1 		$896K Sell
9,802
-50
-0.5% -$4.65K 0.29% 89
2023
Q4 		$946K Sell
9,852
-5,495
-36% -$535K 0.32% 73
2023
Q3 		$1.4M Buy
15,347
+3,739
+32% +$367K 0.53% 44
2023
Q2 		$1.15M Buy
11,608
+63
+0.5% +$6.54K 0.43% 53
2023
Q1 		$1.2M Sell
11,545
-427
-4% -$44.4K 0.49% 50
2022
Q4 		$1.19M Sell
11,972
-97
-0.8% -$9.15K 0.52% 47
2022
Q3 		$1.02M Buy
12,069
+104
+0.9% +$8.84K 0.48% 45
2022
Q2 		$914K Sell
11,965
-43
-0.4% -$3.3K 0.41% 54
2022
Q1 		$1.09M Sell
12,008
-1,196
-9% -$113K 0.43% 57
2021
Q4 		$1.54M Buy
+13,204
New +$1.49M 0.63% 38

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 Wealth Services's SBUX Position: Q1 2026 in Review

Keystone Wealth Services reduced its Starbucks (SBUX) stake by 0.17% in Q1 2026, selling an estimated $2.46K and leaving 15,644 shares worth $1.4M. The position accounts for 0.3% of the portfolio, ranked #87.

Keystone Wealth Services first reported a position in SBUX in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.58M in Q1 2025. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Keystone Wealth Services held 15,644 shares of Starbucks worth $1.4M as of Q1 2026.
  • Keystone Wealth Services sold 26 Starbucks shares in Q1 2026, an estimated $2.46K.
  • Starbucks made up 0.3% of Keystone Wealth Services's portfolio in Q1 2026, its #87 holding.
  • Keystone Wealth Services first reported a position in Starbucks in Q4 2021 and has held it in 18 quarters since.
  • Keystone Wealth Services's Starbucks position peaked at $1.58M in Q1 2025.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.