Palisades Hudson Asset Management’s Starbucks SBUX Stock Holding History

Palisades Hudson Asset 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	$211K	Buy	+2,348	New	+$222K	0.08%	104
2025 Q3	–	Sell	-2,348	Closed	-$216K	–	111
2025 Q2	$216K	Hold	2,348	–	–	0.08%	100
2025 Q1	$231K	Hold	2,348	–	–	0.1%	87
2024 Q4	$215K	Hold	2,348	–	–	0.09%	97
2024 Q3	$229K	Buy	+2,348	New	+$201K	0.1%	89
2024 Q2	–	Sell	-2,348	Closed	-$215K	–	99
2024 Q1	$215K	Hold	2,348	–	–	0.1%	91
2023 Q4	$226K	Hold	2,348	–	–	0.11%	86
2023 Q3	$215K	Hold	2,348	–	–	0.12%	88
2023 Q2	$233K	Hold	2,348	–	–	0.12%	90
2023 Q1	$245K	Hold	2,348	–	–	0.13%	87
2022 Q4	$233K	Buy	+2,348	New	+$222K	0.13%	95
2022 Q2	–	Sell	-2,320	Closed	-$211K	–	110
2022 Q1	$211K	Hold	2,320	–	–	0.1%	109
2021 Q4	$271K	Hold	2,320	–	–	0.12%	98
2021 Q3	$256K	Hold	2,320	–	–	0.12%	94
2021 Q2	$259K	Hold	2,320	–	–	0.12%	96
2021 Q1	$254K	Hold	2,320	–	–	0.12%	94
2020 Q4	$248K	Buy	+2,320	New	+$222K	0.13%	90
2020 Q1	–	Sell	-2,320	Closed	-$204K	–	105
2019 Q4	$204K	Hold	2,320	–	–	0.13%	104
2019 Q3	$205K	Buy	+2,320	New	+$215K	0.14%	96
2016 Q1	–	Sell	-3,572	Closed	-$214K	–	99
2015 Q4	$214K	Hold	3,572	–	–	0.18%	89
2015 Q3	$203K	Sell	3,572 -748	-17%	-$41.9K	0.18%	83
2015 Q2	$231K	Hold	4,320	–	–	0.2%	80
2015 Q1	$205K	Buy	+4,320	New	+$194K	0.16%	86

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

Palisades Hudson Asset Management's SBUX Position: Q1 2026 in Review

Palisades Hudson Asset Management opened a new position in Starbucks (SBUX) in Q1 2026: 2,348 shares worth $211K. The stake represents 0.08% of the portfolio and ranks #104 among its holdings. This is a return to the name: Palisades Hudson Asset Management previously reported a position in SBUX as recently as Q2 2025.

Palisades Hudson Asset Management first reported a position in SBUX in Q1 2015 and has held it in 23 quarters since. The position peaked at $271K in Q4 2021. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Palisades Hudson Asset Management held 2,348 shares of Starbucks worth $211K as of Q1 2026.
Starbucks was a new Palisades Hudson Asset Management position in Q1 2026.
Starbucks made up 0.08% of Palisades Hudson Asset Management's portfolio in Q1 2026, its #104 holding.
Palisades Hudson Asset Management first reported a position in Starbucks in Q1 2015 and has held it in 23 quarters since.
Palisades Hudson Asset Management's Starbucks position peaked at $271K in Q4 2021.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2026, filed 8 May 2026.