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Palumbo Wealth Management’s Starbucks SBUX Stock Holding History

Palumbo Wealth 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 		$291K Sell
3,251
-237
-7% -$22.4K 0.07% 175
2025
Q4 		$294K Buy
3,488
+315
+10% +$26.6K 0.07% 175
2025
Q3 		$267K Sell
3,173
-129
-4% -$11.5K 0.09% 148
2025
Q2 		$303K Sell
3,302
-177
-5% -$15.3K 0.09% 144
2025
Q1 		$341K Sell
3,479
-296
-8% -$30.6K 0.11% 125
2024
Q4 		$344K Buy
3,775
+32
+0.9% +$3.1K 0.13% 112
2024
Q3 		$365K Buy
3,743
+2
+0.1% +$172 0.14% 104
2024
Q2 		$291K Sell
3,741
-4,632
-55% -$377K 0.12% 106
2024
Q1 		$765K Buy
8,373
+1,884
+29% +$175K 0.34% 61
2023
Q4 		$623K Buy
6,489
+4,239
+188% +$413K 0.32% 60
2023
Q3 		$205K Buy
+2,250
New +$221K 0.11% 111

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

Palumbo Wealth Management's SBUX Position: Q1 2026 in Review

Palumbo Wealth Management reduced its Starbucks (SBUX) stake by 6.8% in Q1 2026, selling an estimated $22.4K and leaving 3,251 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #175.

Palumbo Wealth Management first reported a position in SBUX in Q3 2023 and has held it in 11 quarters since. The position peaked at $765K in Q1 2024. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Palumbo Wealth Management held 3,251 shares of Starbucks worth $291K as of Q1 2026.
  • Palumbo Wealth Management sold 237 Starbucks shares in Q1 2026, an estimated $22.4K.
  • Starbucks made up 0.07% of Palumbo Wealth Management's portfolio in Q1 2026, its #175 holding.
  • Palumbo Wealth Management first reported a position in Starbucks in Q3 2023 and has held it in 11 quarters since.
  • Palumbo Wealth Management's Starbucks position peaked at $765K in Q1 2024.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Palumbo Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.