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Modern Wealth Management’s Starbucks SBUX Stock Holding History

Modern Wealth Management’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 		$1.3M Buy
14,402
+2,042
+17% +$193K 0.02% 371
2025
Q4 		$1.04M Buy
12,360
+994
+9% +$83.9K 0.02% 399
2025
Q3 		$962K Buy
11,366
+95
+0.8% +$8.5K 0.02% 395
2025
Q2 		$1.03M Buy
11,271
+1,411
+14% +$122K 0.03% 365
2025
Q1 		$967K Buy
9,860
+2,110
+27% +$218K 0.03% 307
2024
Q4 		$707K Buy
7,750
+1,876
+32% +$181K 0.03% 307
2024
Q3 		$573K Buy
5,874
+496
+9% +$42.6K 0.04% 237
2024
Q2 		$419K Buy
5,378
+433
+9% +$35.3K 0.03% 252
2024
Q1 		$452K Buy
+4,945
New +$460K 0.04% 180

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

Modern Wealth Management's SBUX Position: Q1 2026 in Review

Modern Wealth Management increased its Starbucks (SBUX) stake by 17% in Q1 2026, buying an estimated $193K and bringing the position to 14,402 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #371.

Modern Wealth Management first reported a position in SBUX in Q1 2024 and has held it in 9 quarters since. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Modern Wealth Management held 14,402 shares of Starbucks worth $1.3M as of Q1 2026.
  • Modern Wealth Management bought 2,042 Starbucks shares in Q1 2026, an estimated $193K.
  • Starbucks made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #371 holding.
  • Modern Wealth Management first reported a position in Starbucks in Q1 2024 and has held it in 9 quarters since.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.