Peterson Wealth Services’s Starbucks SBUX Stock Holding History

Peterson Wealth Services’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	$69.3K	Sell	773 -29	-4%	-$2.74K	0.02%	157
2025 Q4	$67.5K	Sell	802 -966	-55%	-$81.5K	0.02%	149
2025 Q3	$67.5K	Buy	1,768 +975	+123%	+$87.3K	0.02%	158
2025 Q2	$72.6K	Buy	793 +5	+0.6%	+$433	0.02%	152
2025 Q1	$77.3K	Buy	788 +4	+0.5%	+$413	0.02%	150
2024 Q4	$71.6K	Buy	784 +4	+0.5%	+$387	0.02%	148
2024 Q3	$76.1K	Buy	+780	New	+$66.9K	0.02%	149
2024 Q1	–	Sell	-28,154	Closed	-$2.7M	–	115
2023 Q4	$2.7M	Buy	28,154 +304	+1%	+$29.6K	1.16%	27
2023 Q3	$2.54M	Buy	27,850 +1,047	+4%	+$103K	1.9%	23
2023 Q2	$2.65M	Buy	26,803 +1,437	+6%	+$149K	1.27%	23
2023 Q1	$2.64M	Sell	25,366 -1,295	-5%	-$135K	1.36%	23
2022 Q4	$2.64M	Buy	26,661 +395	+2%	+$37.3K	1.51%	19
2022 Q3	$2.21M	Buy	26,266 +434	+2%	+$36.9K	1.57%	21
2022 Q2	$1.97M	Buy	25,832 +1,385	+6%	+$106K	1.42%	27
2022 Q1	$2.22M	Buy	24,447 +2,176	+10%	+$205K	1.37%	29
2021 Q4	$2.6M	Buy	+22,271	New	+$2.51M	1.73%	22

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

Peterson Wealth Services's SBUX Position: Q1 2026 in Review

Peterson Wealth Services reduced its Starbucks (SBUX) stake by 3.6% in Q1 2026, selling an estimated $2.74K and leaving 773 shares worth $69.3K. The position accounts for 0.02% of the portfolio, ranked #157.

Peterson Wealth Services first reported a position in SBUX in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.7M in Q4 2023. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Peterson Wealth Services held 773 shares of Starbucks worth $69.3K as of Q1 2026.
Peterson Wealth Services sold 29 Starbucks shares in Q1 2026, an estimated $2.74K.
Starbucks made up 0.02% of Peterson Wealth Services's portfolio in Q1 2026, its #157 holding.
Peterson Wealth Services first reported a position in Starbucks in Q4 2021 and has held it in 16 quarters since.
Peterson Wealth Services's Starbucks position peaked at $2.7M in Q4 2023.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Peterson Wealth Services's 13F filing for Q1 2026, filed 30 Apr 2026.