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Mosaic Family Wealth Partners’s Starbucks SBUX Stock Holding History

Mosaic Family Wealth Partners’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 		$609K Buy
6,801
+3,791
+126% +$359K 0.06% 159
2025
Q4 		$253K Sell
3,010
-12
-0.4% -$1.01K 0.03% 208
2025
Q3 		$259K Buy
3,022
+341
+13% +$30.5K 0.03% 198
2025
Q2 		$246K Sell
2,681
-247
-8% -$21.4K 0.03% 200
2025
Q1 		$287K Buy
2,928
+110
+4% +$11.4K 0.04% 178
2024
Q4 		$257K Sell
2,818
-227
-7% -$22K 0.04% 178
2024
Q3 		$297K Buy
+3,045
New +$261K 0.04% 167
2024
Q2 		– Sell
-2,625
Closed -$240K – 206
2024
Q1 		$240K Buy
2,625
+298
+13% +$27.7K 0.04% 185
2023
Q4 		$223K Sell
2,327
-186
-7% -$18.1K 0.04% 178
2023
Q3 		$229K Buy
2,513
+6
+0.2% +$589 0.05% 166
2023
Q2 		$248K Buy
2,507
+1
+0% +$104 0.05% 161
2023
Q1 		$261K Sell
2,506
-6
-0.2% -$624 0.05% 151
2022
Q4 		$249K Buy
+2,512
New +$237K 0.07% 155

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

Mosaic Family Wealth Partners's SBUX Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Starbucks (SBUX) stake by 126% in Q1 2026, buying an estimated $359K and bringing the position to 6,801 shares worth $609K. The position accounts for 0.06% of the portfolio, ranked #159.

Mosaic Family Wealth Partners first reported a position in SBUX in Q4 2022 and has held it in 13 quarters since. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Mosaic Family Wealth Partners held 6,801 shares of Starbucks worth $609K as of Q1 2026.
  • Mosaic Family Wealth Partners bought 3,791 Starbucks shares in Q1 2026, an estimated $359K.
  • Starbucks made up 0.06% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #159 holding.
  • Mosaic Family Wealth Partners first reported a position in Starbucks in Q4 2022 and has held it in 13 quarters since.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.