Peloton Wealth Strategists’s Starbucks SBUX Stock Holding History

Peloton Wealth Strategists’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	-17,930	Closed	-$1.51M	–	95
2025 Q4	$1.51M	Sell	17,930 -1,022	-5%	-$86.2K	0.59%	59
2025 Q3	$1.6M	Sell	18,952 -300	-2%	-$26.9K	0.63%	57
2025 Q2	$1.76M	Sell	19,252 -1,000	-5%	-$86.7K	0.71%	53
2025 Q1	$1.99M	Sell	20,252 -3,600	-15%	-$372K	0.83%	47
2024 Q4	$2.18M	Sell	23,852 -5,598	-19%	-$542K	0.88%	41
2024 Q3	$2.87M	Sell	29,450 -4,400	-13%	-$377K	1.14%	36
2024 Q2	$2.63M	Sell	33,850 -300	-0.9%	-$24.4K	1.08%	38
2024 Q1	$3.12M	Sell	34,150 -50	-0.1%	-$4.65K	1.27%	33
2023 Q4	$3.28M	Sell	34,200 -2,003	-6%	-$195K	1.42%	29
2023 Q3	$3.3M	Sell	36,203 -1,790	-5%	-$176K	1.52%	28
2023 Q2	$3.76M	Sell	37,993 -10,595	-22%	-$1.1M	1.67%	23
2023 Q1	$5.06M	Sell	48,588 -700	-1%	-$72.9K	2.31%	15
2022 Q4	$4.89M	Sell	49,288 -485	-1%	-$45.8K	2.35%	14
2022 Q3	$4.19M	Sell	49,773 -102	-0.2%	-$8.66K	2.18%	15
2022 Q2	$3.81M	Sell	49,875 -3,007	-6%	-$231K	1.86%	21
2022 Q1	$4.81M	Sell	52,882 -1,200	-2%	-$113K	2.01%	17
2021 Q4	$6.33M	Sell	54,082 -715	-1%	-$80.6K	2.54%	8
2021 Q3	$6.04M	Sell	54,797 -2,800	-5%	-$328K	2.47%	8
2021 Q2	$6.44M	Buy	57,597 +392	+0.7%	+$44.3K	2.66%	9
2021 Q1	$6.25M	Buy	57,205 +895	+2%	+$94K	2.94%	6
2020 Q4	$6.02M	Sell	56,310 -275	-0.5%	-$26.3K	2.98%	4
2020 Q3	$4.86M	Buy	56,585 +560	+1%	+$44.7K	2.72%	6
2020 Q2	$4.12M	Buy	56,025 +3,375	+6%	+$254K	2.6%	10
2020 Q1	$3.46M	Sell	52,650 -3,500	-6%	-$283K	2.82%	4
2019 Q4	$4.94M	Buy	56,150 +650	+1%	+$55.4K	3%	4
2019 Q3	$4.91M	Sell	55,500 -300	-0.5%	-$27.8K	3.14%	4
2019 Q2	$4.68M	Sell	55,800 -3,000	-5%	-$235K	3.13%	4
2019 Q1	$4.37M	Hold	58,800	–	–	3.03%	5
2018 Q4	$3.79M	Sell	58,800 -1,500	-2%	-$93.9K	3.08%	5
2018 Q3	$3.43M	Sell	60,300 -2,200	-4%	-$116K	2.36%	11
2018 Q2	$3.05M	Buy	62,500 +1,250	+2%	+$70.9K	2.21%	13
2018 Q1	$3.55M	Hold	61,250	–	–	2.67%	7
2017 Q4	$3.52M	Buy	61,250 +1,800	+3%	+$102K	2.61%	6
2017 Q3	$3.19M	Buy	59,450 +700	+1%	+$38.8K	2.46%	7
2017 Q2	$3.43M	Buy	58,750 +1,800	+3%	+$109K	2.65%	6
2017 Q1	$3.33M	Buy	56,950 +8,500	+18%	+$481K	2.74%	7
2016 Q4	$2.69M	Buy	48,450 +4,400	+10%	+$244K	2.2%	14
2016 Q3	$2.38M	Buy	+44,050	New	+$2.46M	1.98%	15
2014 Q3	–	Sell	-51,200	Closed	-$1.46M	–	97
2014 Q2	$1.46M	Buy	+51,200	New	+$1.86M	1.29%	34

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

Peloton Wealth Strategists's SBUX Position: Q1 2026 in Review

Peloton Wealth Strategists sold out of Starbucks (SBUX) in Q1 2026, closing a stake of 17,930 shares — an estimated $1.51M sold.

Peloton Wealth Strategists first reported a position in SBUX in Q2 2014 and held it in 39 quarters. The position peaked at $6.44M in Q2 2021. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Peloton Wealth Strategists reported no remaining Starbucks position as of Q1 2026 after selling out during the quarter.
Peloton Wealth Strategists sold 17,930 Starbucks shares in Q1 2026, an estimated $1.51M.
Peloton Wealth Strategists first reported a position in Starbucks in Q2 2014 and held it in 39 quarters.
Peloton Wealth Strategists's Starbucks position peaked at $6.44M in Q2 2021.
2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.