Petros Family Wealth’s Starbucks SBUX Stock Holding History

Petros Family Wealth’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	-5,058	Closed	-$426K	–	152
2025 Q4	$426K	Buy	5,058 +1,589	+46%	+$134K	0.28%	88
2025 Q3	$293K	Sell	3,469 -87	-2%	-$7.79K	0.25%	101
2025 Q2	$326K	Sell	3,556 -277	-7%	-$24K	0.3%	93
2025 Q1	$376K	Buy	3,833 +48	+1%	+$4.96K	0.42%	69
2024 Q4	$345K	Buy	+3,785	New	+$366K	0.37%	75

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

Petros Family Wealth's SBUX Position: Q1 2026 in Review

Petros Family Wealth sold out of Starbucks (SBUX) in Q1 2026, closing a stake of 5,058 shares — an estimated $426K sold.

Petros Family Wealth first reported a position in SBUX in Q4 2024 and held it in 5 quarters. The position peaked at $426K in Q4 2025. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Petros Family Wealth reported no remaining Starbucks position as of Q1 2026 after selling out during the quarter.
Petros Family Wealth sold 5,058 Starbucks shares in Q1 2026, an estimated $426K.
Petros Family Wealth first reported a position in Starbucks in Q4 2024 and held it in 5 quarters.
Petros Family Wealth's Starbucks position peaked at $426K in Q4 2025.
2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Petros Family Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.