Mattson Financial Services’s Starbucks SBUX Stock Holding History

Mattson 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	$2.53M	Sell	28,213 -2,274	-7%	-$215K	0.6%	53
2025 Q4	$2.57M	Buy	30,487 +3,559	+13%	+$300K	0.6%	55
2025 Q3	$2.28M	Sell	26,928 -6,469	-19%	-$579K	0.54%	66
2025 Q2	$3.06M	Buy	33,397 +1,848	+6%	+$160K	0.83%	43
2025 Q1	$3.09M	Sell	31,549 -421	-1%	-$43.5K	0.93%	33
2024 Q4	$3.12M	Buy	31,970 +2,407	+8%	+$233K	0.99%	30
2024 Q3	$2.3M	Sell	29,563 -198	-0.7%	-$17K	0.83%	41
2024 Q2	$2.32M	Buy	+29,761	New	+$2.42M	0.83%	41

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mattson Financial Services's SBUX Position: Q1 2026 in Review

Mattson Financial Services reduced its Starbucks (SBUX) stake by 7.5% in Q1 2026, selling an estimated $215K and leaving 28,213 shares worth $2.53M. The position accounts for 0.6% of the portfolio, ranked #53.

Mattson Financial Services first reported a position in SBUX in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.12M in Q4 2024. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Mattson Financial Services held 28,213 shares of Starbucks worth $2.53M as of Q1 2026.
Mattson Financial Services sold 2,274 Starbucks shares in Q1 2026, an estimated $215K.
Starbucks made up 0.6% of Mattson Financial Services's portfolio in Q1 2026, its #53 holding.
Mattson Financial Services first reported a position in Starbucks in Q2 2024 and has held it in 8 quarters since.
Mattson Financial Services's Starbucks position peaked at $3.12M in Q4 2024.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Mattson Financial Services's 13F filing for Q1 2026, filed 11 May 2026.