Optima Capital’s Starbucks SBUX Stock Holding History

Optima Capital’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	-216	Closed	-$18.2K	–	1069
2025 Q4	$18.2K	Buy	+216	New	+$18.2K	0.01%	444

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

Optima Capital's SBUX Position: Q1 2026 in Review

Optima Capital sold out of Starbucks (SBUX) in Q1 2026, closing a stake of 216 shares — an estimated $18.2K sold.

Optima Capital first reported a position in SBUX in Q4 2025 and held it in 1 quarter. The position peaked at $18.2K in Q4 2025. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Optima Capital reported no remaining Starbucks position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 216 Starbucks shares in Q1 2026, an estimated $18.2K.
Optima Capital first reported a position in Starbucks in Q4 2025 and held it in 1 quarter.
Optima Capital's Starbucks position peaked at $18.2K in Q4 2025.
2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.