Mowery & Schoenfeld Wealth Management’s Starbucks SBUX Stock Holding History

Mowery & Schoenfeld 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	$146K	Sell	1,635 -130	-7%	-$12.3K	0.22%	70
2025 Q4	$149K	Buy	1,765 +130	+8%	+$11K	0.22%	71
2025 Q3	$138K	Buy	1,635 +1,427	+686%	+$128K	0.24%	66
2025 Q2	$19.1K	Hold	208	–	–	0.03%	175
2025 Q1	$20.4K	Buy	208 +1	+0.5%	+$103	0.04%	207
2024 Q4	$18.9K	Buy	+207	New	+$20K	0.04%	176

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

Mowery & Schoenfeld Wealth Management's SBUX Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Starbucks (SBUX) stake by 7.4% in Q1 2026, selling an estimated $12.3K and leaving 1,635 shares worth $146K. The position accounts for 0.22% of the portfolio, ranked #70.

Mowery & Schoenfeld Wealth Management first reported a position in SBUX in Q4 2024 and has held it in 6 quarters since. The position peaked at $149K in Q4 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 1,635 shares of Starbucks worth $146K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 130 Starbucks shares in Q1 2026, an estimated $12.3K.
Starbucks made up 0.22% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #70 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Starbucks in Q4 2024 and has held it in 6 quarters since.
Mowery & Schoenfeld Wealth Management's Starbucks position peaked at $149K in Q4 2025.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.