Nabity-Jensen Investment Management’s Starbucks SBUX Stock Holding History

Nabity-Jensen 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	$462K	Buy	5,153 +145	+3%	+$13.7K	0.32%	48
2025 Q4	$422K	Sell	5,008 -559	-10%	-$47.2K	0.29%	49
2025 Q3	$471K	Sell	5,567 -1,350	-20%	-$121K	0.33%	47
2025 Q2	$634K	Sell	6,917 -872	-11%	-$75.6K	0.47%	42
2025 Q1	$764K	Buy	7,789 +37	+0.5%	+$3.83K	0.61%	35
2024 Q4	$707K	Sell	7,752 -39	-0.5%	-$3.77K	0.53%	36
2024 Q3	$760K	Sell	7,791 -114	-1%	-$9.78K	0.58%	34
2024 Q2	$615K	Sell	7,905 -337	-4%	-$27.4K	0.5%	37
2024 Q1	$753K	Buy	8,242 +525	+7%	+$48.8K	0.62%	34
2023 Q4	$741K	Buy	+7,717	New	+$751K	0.67%	33

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

Nabity-Jensen Investment Management's SBUX Position: Q1 2026 in Review

Nabity-Jensen Investment Management increased its Starbucks (SBUX) stake by 2.9% in Q1 2026, buying an estimated $13.7K and bringing the position to 5,153 shares worth $462K. The position accounts for 0.32% of the portfolio, ranked #48.

Nabity-Jensen Investment Management first reported a position in SBUX in Q4 2023 and has held it in 10 quarters since. The position peaked at $764K in Q1 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Nabity-Jensen Investment Management held 5,153 shares of Starbucks worth $462K as of Q1 2026.
Nabity-Jensen Investment Management bought 145 Starbucks shares in Q1 2026, an estimated $13.7K.
Starbucks made up 0.32% of Nabity-Jensen Investment Management's portfolio in Q1 2026, its #48 holding.
Nabity-Jensen Investment Management first reported a position in Starbucks in Q4 2023 and has held it in 10 quarters since.
Nabity-Jensen Investment Management's Starbucks position peaked at $764K in Q1 2025.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

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