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Pacific Sun Financial’s Starbucks SBUX Stock Holding History

Pacific Sun Financial’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 		$379K Hold
4,229
– – 0.18% 149
2025
Q4 		$356K Sell
4,229
-35
-0.8% -$2.95K 0.17% 151
2025
Q3 		$361K Sell
4,264
-15
-0.4% -$1.34K 0.17% 146
2025
Q2 		$392K Buy
4,279
+31
+0.7% +$2.69K 0.2% 133
2025
Q1 		$417K Buy
4,248
+2
+0% +$207 0.24% 125
2024
Q4 		$387K Sell
4,246
-50
-1% -$4.84K 0.21% 129
2024
Q3 		$419K Buy
4,296
+150
+4% +$12.9K 0.23% 122
2024
Q2 		$323K Buy
4,146
+15
+0.4% +$1.22K 0.19% 138
2024
Q1 		$378K Buy
4,131
+1,950
+89% +$181K 0.22% 128
2023
Q4 		$209K Buy
+2,181
New +$212K 0.13% 169
2023
Q3 		– Sell
-2,151
Closed -$224K – 174
2023
Q2 		$224K Buy
+2,151
New +$223K 0.15% 159
2022
Q4 		$213K Sell
2,151
-2,010
-48% -$190K 0.15% 163
2022
Q3 		$351K Buy
4,161
+19
+0.5% +$1.61K 0.25% 120
2022
Q2 		$316K Buy
4,142
+20
+0.5% +$1.54K 0.21% 130
2022
Q1 		$375K Hold
4,122
– – 0.21% 127
2021
Q4 		$482K Sell
4,122
-15
-0.4% -$1.69K 0.26% 111
2021
Q3 		$456K Buy
+4,137
New +$484K 0.26% 109
2020
Q3 		$358K Sell
4,171
-4
-0.1% -$319 0.3% 102
2020
Q2 		$307K Sell
4,175
-300
-7% -$22.5K 0.28% 106
2020
Q1 		$294K Sell
4,475
-65
-1% -$5.26K 0.34% 97
2019
Q4 		$399K Hold
4,540
– – 0.35% 93
2019
Q3 		$401K Sell
4,540
-15
-0.3% -$1.39K 0.38% 89
2019
Q2 		$382K Buy
+4,555
New +$357K 0.37% 93
2018
Q2 		$242K Buy
4,655
+125
+3% +$7.09K 0.25% 108
2018
Q1 		$262K Sell
4,530
-2,836
-39% -$164K 0.35% 90
2017
Q4 		$423K Buy
+7,366
New +$417K 0.23% 84

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

Pacific Sun Financial's SBUX Position: Q1 2026 in Review

Pacific Sun Financial held its Starbucks (SBUX) position steady in Q1 2026 at 4,229 shares worth $379K. The position accounts for 0.18% of the portfolio, ranked #149.

Pacific Sun Financial first reported a position in SBUX in Q4 2017 and has held it in 26 quarters since. The position peaked at $482K in Q4 2021. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Pacific Sun Financial held 4,229 shares of Starbucks worth $379K as of Q1 2026.
  • Pacific Sun Financial left its Starbucks share count unchanged in Q1 2026.
  • Starbucks made up 0.18% of Pacific Sun Financial's portfolio in Q1 2026, its #149 holding.
  • Pacific Sun Financial first reported a position in Starbucks in Q4 2017 and has held it in 26 quarters since.
  • Pacific Sun Financial's Starbucks position peaked at $482K in Q4 2021.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.