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Leo Wealth LLC’s Starbucks SBUX Stock Holding History

Leo Wealth LLC’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 		$275K Sell
3,071
-10,369
-77% -$981K 0.02% 380
2025
Q4 		$1.13M Buy
+13,440
New +$1.13M 0.08% 168
2025
Q3 		– Sell
-3,079
Closed -$282K – 370
2025
Q2 		$282K Buy
+3,079
New +$267K 0.02% 321
2025
Q1 		– Sell
-2,346
Closed -$214K – 350
2024
Q4 		$214K Sell
2,346
-389
-14% -$37.6K 0.02% 332
2024
Q3 		$267K Buy
+2,735
New +$235K 0.02% 295
2024
Q2 		– Sell
-2,815
Closed -$257K – 349
2024
Q1 		$257K Buy
2,815
+283
+11% +$26.3K 0.03% 285
2023
Q4 		$238K Buy
+2,532
New +$246K 0.02% 290

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

Leo Wealth LLC's SBUX Position: Q1 2026 in Review

Leo Wealth LLC reduced its Starbucks (SBUX) stake by 77% in Q1 2026, selling an estimated $981K and leaving 3,071 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #380.

Leo Wealth LLC first reported a position in SBUX in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.13M in Q4 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Leo Wealth LLC held 3,071 shares of Starbucks worth $275K as of Q1 2026.
  • Leo Wealth LLC sold 10,369 Starbucks shares in Q1 2026, an estimated $981K.
  • Starbucks made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #380 holding.
  • Leo Wealth LLC first reported a position in Starbucks in Q4 2023 and has held it in 7 quarters since.
  • Leo Wealth LLC's Starbucks position peaked at $1.13M in Q4 2025.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.