MF
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Midwestern Financial’s Starbucks SBUX Stock Holding History

Midwestern Financial’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 		$832K Sell
9,284
-1,464
-14% -$138K 0.65% 34
2025
Q4 		$905K Sell
10,748
-923
-8% -$77.9K 0.75% 33
2025
Q3 		$987K Buy
11,671
+81
+0.7% +$7.25K 0.85% 33
2025
Q2 		$1.06M Buy
+11,590
New +$1M 1% 30

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

Midwestern Financial's SBUX Position: Q1 2026 in Review

Midwestern Financial reduced its Starbucks (SBUX) stake by 14% in Q1 2026, selling an estimated $138K and leaving 9,284 shares worth $832K. The position accounts for 0.65% of the portfolio, ranked #34.

Midwestern Financial first reported a position in SBUX in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.06M in Q2 2025. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Midwestern Financial held 9,284 shares of Starbucks worth $832K as of Q1 2026.
  • Midwestern Financial sold 1,464 Starbucks shares in Q1 2026, an estimated $138K.
  • Starbucks made up 0.65% of Midwestern Financial's portfolio in Q1 2026, its #34 holding.
  • Midwestern Financial first reported a position in Starbucks in Q2 2025 and has held it in 4 quarters since.
  • Midwestern Financial's Starbucks position peaked at $1.06M in Q2 2025.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Midwestern Financial's 13F filing for Q1 2026, filed 5 May 2026.