Patrick M. Sweeney & Associates’s Starbucks SBUX Stock Holding History

Patrick M. Sweeney & Associates’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	$414K	Sell	4,625 -50	-1%	-$4.73K	0.27%	93
2025 Q4	$394K	Sell	4,675 -80	-2%	-$6.75K	0.25%	94
2025 Q3	$402K	Sell	4,755 -21	-0.4%	-$1.88K	0.26%	91
2025 Q2	$451K	Sell	4,776 -264	-5%	-$22.9K	0.31%	81
2025 Q1	$494K	Sell	5,040 -50	-1%	-$5.17K	0.37%	74
2024 Q4	$464K	Buy	5,090 +55	+1%	+$5.32K	0.35%	76
2024 Q3	$491K	Buy	5,035 +155	+3%	+$13.3K	0.36%	73
2024 Q2	$380K	Sell	4,880 -20	-0.4%	-$1.63K	0.31%	78
2024 Q1	$448K	Buy	4,900 +150	+3%	+$14K	0.37%	69
2023 Q4	$456K	Buy	+4,750	New	+$462K	0.42%	65

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

Patrick M. Sweeney & Associates's SBUX Position: Q1 2026 in Review

Patrick M. Sweeney & Associates reduced its Starbucks (SBUX) stake by 1.1% in Q1 2026, selling an estimated $4.73K and leaving 4,625 shares worth $414K. The position accounts for 0.27% of the portfolio, ranked #93.

Patrick M. Sweeney & Associates first reported a position in SBUX in Q4 2023 and has held it in 10 quarters since. The position peaked at $494K in Q1 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Patrick M. Sweeney & Associates held 4,625 shares of Starbucks worth $414K as of Q1 2026.
Patrick M. Sweeney & Associates sold 50 Starbucks shares in Q1 2026, an estimated $4.73K.
Starbucks made up 0.27% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #93 holding.
Patrick M. Sweeney & Associates first reported a position in Starbucks in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Starbucks position peaked at $494K in Q1 2025.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.