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Moseley Investment Management’s Starbucks SBUX Stock Holding History

Moseley Investment 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 		$393K Sell
4,387
-466
-10% -$44.1K 0.13% 103
2025
Q4 		$409K Sell
4,853
-1,078
-18% -$90.9K 0.13% 107
2025
Q3 		$502K Sell
5,931
-11
-0.2% -$985 0.15% 101
2025
Q2 		$544K Buy
5,942
+39
+0.7% +$3.38K 0.19% 88
2025
Q1 		$579K Sell
5,903
-145
-2% -$15K 0.23% 80
2024
Q4 		$552K Sell
6,048
-457
-7% -$44.2K 0.22% 85
2024
Q3 		$634K Sell
6,505
-466
-7% -$40K 0.25% 79
2024
Q2 		$543K Sell
6,971
-820
-11% -$66.8K 0.25% 79
2024
Q1 		$712K Buy
7,791
+65
+0.8% +$6.05K 0.35% 67
2023
Q4 		$742K Sell
7,726
-351
-4% -$34.2K 0.41% 58
2023
Q3 		$737K Buy
8,077
+141
+2% +$13.8K 0.44% 55
2023
Q2 		$786K Buy
7,936
+346
+5% +$35.9K 0.46% 55
2023
Q1 		$790K Sell
7,590
-117
-2% -$12.2K 0.51% 53
2022
Q4 		$765K Sell
7,707
-124
-2% -$11.7K 0.55% 45
2022
Q3 		$660K Buy
7,831
+1,167
+18% +$99.1K 0.48% 56
2022
Q2 		$509K Buy
6,664
+1,520
+30% +$117K 0.36% 76
2022
Q1 		$468K Buy
5,144
+602
+13% +$56.8K 0.25% 100
2021
Q4 		$531K Buy
4,542
+649
+17% +$73.2K 0.24% 103
2021
Q3 		$440K Buy
3,893
+345
+10% +$40.4K 0.22% 106
2021
Q2 		$397K Buy
3,548
+1,259
+55% +$142K 0.2% 114
2021
Q1 		$250K Buy
2,289
+115
+5% +$12.1K 0.14% 148
2020
Q4 		$233K Sell
2,174
-3,398
-61% -$324K 0.14% 139
2020
Q3 		$479K Buy
5,572
+734
+15% +$58.5K 0.34% 75
2020
Q2 		$356K Buy
4,838
+1,447
+43% +$109K 0.3% 84
2020
Q1 		$223K Buy
+3,391
New +$274K 0.26% 102

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

Moseley Investment Management's SBUX Position: Q1 2026 in Review

Moseley Investment Management reduced its Starbucks (SBUX) stake by 9.6% in Q1 2026, selling an estimated $44.1K and leaving 4,387 shares worth $393K. The position accounts for 0.13% of the portfolio, ranked #103.

Moseley Investment Management first reported a position in SBUX in Q1 2020 and has held it in 25 quarters since. The position peaked at $790K in Q1 2023. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Moseley Investment Management held 4,387 shares of Starbucks worth $393K as of Q1 2026.
  • Moseley Investment Management sold 466 Starbucks shares in Q1 2026, an estimated $44.1K.
  • Starbucks made up 0.13% of Moseley Investment Management's portfolio in Q1 2026, its #103 holding.
  • Moseley Investment Management first reported a position in Starbucks in Q1 2020 and has held it in 25 quarters since.
  • Moseley Investment Management's Starbucks position peaked at $790K in Q1 2023.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.