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MPWM Advisory Solutions’s Starbucks SBUX Stock Holding History

MPWM Advisory Solutions’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 		– Sell
-11
Closed -$926 – 598
2025
Q4 		$926 Hold
11
– – ﹤0.01% 512
2025
Q3 		$931 Buy
+11
New +$985 ﹤0.01% 486
2025
Q2 		– Sell
-158
Closed -$15.5K – 712
2025
Q1 		$15.5K Hold
158
– – 0.01% 270
2024
Q4 		$14.4K Buy
+158
New +$15.3K 0.01% 286

Other funds holding SBUX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MPWM Advisory Solutions's SBUX Position: Q1 2026 in Review

MPWM Advisory Solutions sold out of Starbucks (SBUX) in Q1 2026, closing a stake of 11 shares — an estimated $926 sold.

MPWM Advisory Solutions first reported a position in SBUX in Q4 2024 and held it in 4 quarters. The position peaked at $15.5K in Q1 2025. 2,343 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • MPWM Advisory Solutions reported no remaining Starbucks position as of Q1 2026 after selling out during the quarter.
  • MPWM Advisory Solutions sold 11 Starbucks shares in Q1 2026, an estimated $926.
  • MPWM Advisory Solutions first reported a position in Starbucks in Q4 2024 and held it in 4 quarters.
  • MPWM Advisory Solutions's Starbucks position peaked at $15.5K in Q1 2025.
  • 2,343 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.