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Kohmann Bosshard Financial Services’s Starbucks SBUX Stock Holding History

Kohmann Bosshard Financial 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 		– Sell
-550
Closed -$46.2K – 519
2025
Q4 		$46.2K Buy
+550
New +$46.4K ﹤0.01% 557
2025
Q1 		– Sell
-683
Closed -$62.4K – 675
2024
Q4 		$62.4K Buy
+683
New +$66.1K 0.01% 304

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 $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Kohmann Bosshard Financial Services's SBUX Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Starbucks (SBUX) in Q1 2026, closing a stake of 550 shares — an estimated $46.2K sold.

Kohmann Bosshard Financial Services first reported a position in SBUX in Q4 2024 and held it in 2 quarters. The position peaked at $62.4K in Q4 2024. 2,338 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Starbucks position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 550 Starbucks shares in Q1 2026, an estimated $46.2K.
  • Kohmann Bosshard Financial Services first reported a position in Starbucks in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Starbucks position peaked at $62.4K in Q4 2024.
  • 2,338 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.