Perfromance Wealth Partners’s Starbucks SBUX Stock Holding History

Perfromance Wealth Partners’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	$449K	Buy	5,011 +247	+5%	+$23.4K	0.01%	130
2025 Q4	$401K	Buy	4,764 +551	+13%	+$46.5K	0.01%	146
2025 Q3	$356K	Buy	4,213 +30	+0.7%	+$2.69K	0.01%	155
2025 Q2	$383K	Sell	4,183 -324	-7%	-$28.1K	0.01%	135
2025 Q1	$442K	Buy	4,507 +156	+4%	+$16.1K	0.02%	102
2024 Q4	$397K	Sell	4,351 -49	-1%	-$4.74K	0.01%	117
2024 Q3	$429K	Buy	+4,400	New	+$377K	0.01%	115
2024 Q1	–	Sell	-64,359	Closed	-$6.18M	–	181
2023 Q4	$6.18M	Sell	64,359 -12,145	-16%	-$1.18M	0.27%	28
2023 Q3	$6.98M	Sell	76,504 -4,553	-6%	-$447K	0.34%	29
2023 Q2	$7.98M	Sell	81,057 -4,875	-6%	-$506K	0.37%	23
2023 Q1	$8.95M	Sell	85,932 -1,234	-1%	-$128K	0.46%	22
2022 Q4	$8.65M	Sell	87,166 -2,819	-3%	-$266K	0.52%	22
2022 Q3	$7.58M	Sell	89,985 -37	-0%	-$3.14K	0.44%	22
2022 Q2	$6.88M	Sell	90,022 -3,350	-4%	-$257K	0.39%	28
2022 Q1	$8.49M	Sell	93,372 -131	-0.1%	-$12.4K	0.37%	28
2021 Q4	$10.9M	Buy	+93,503	New	+$10.5M	0.44%	28

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

Perfromance Wealth Partners's SBUX Position: Q1 2026 in Review

Perfromance Wealth Partners increased its Starbucks (SBUX) stake by 5.2% in Q1 2026, buying an estimated $23.4K and bringing the position to 5,011 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #130.

Perfromance Wealth Partners first reported a position in SBUX in Q4 2021 and has held it in 16 quarters since. The position peaked at $10.9M in Q4 2021. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Perfromance Wealth Partners held 5,011 shares of Starbucks worth $449K as of Q1 2026.
Perfromance Wealth Partners bought 247 Starbucks shares in Q1 2026, an estimated $23.4K.
Starbucks made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #130 holding.
Perfromance Wealth Partners first reported a position in Starbucks in Q4 2021 and has held it in 16 quarters since.
Perfromance Wealth Partners's Starbucks position peaked at $10.9M in Q4 2021.
2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.