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Phoenix Financial’s Starbucks SBUX Stock Holding History

Phoenix Financial’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
-3,086
Closed -$260K – 527
2025
Q4 		$260K Buy
+3,086
New +$260K ﹤0.01% 406
2025
Q2 		– Sell
-7,140
Closed -$704K – 446
2025
Q1 		$704K Buy
+7,140
New +$738K 0.01% 236
2024
Q1 		– Sell
-24,707
Closed -$2.67M – 467
2023
Q4 		$2.67M Buy
24,707
+5,003
+25% +$487K 0.04% 171
2023
Q3 		$1.8M Sell
19,704
-732
-4% -$71.8K 0.03% 193
2023
Q2 		$2.02M Buy
20,436
+3,151
+18% +$327K 0.04% 161
2023
Q1 		$1.8M Buy
17,285
+4,334
+33% +$451K 0.04% 155
2022
Q4 		$1.29M Buy
12,951
+426
+3% +$40.2K 0.03% 164
2022
Q3 		$1.09M Sell
12,525
-963
-7% -$81.8K 0.02% 186
2022
Q2 		$1.03M Buy
13,488
+5,871
+77% +$451K 0.02% 219
2022
Q1 		$693K Buy
+7,617
New +$719K 0.01% 276
2021
Q2 		– Sell
-4,265
Closed -$470K – 396
2021
Q1 		$470K Sell
4,265
-30,435
-88% -$3.2M 0.01% 320
2020
Q4 		$3.67M Buy
34,700
+8,927
+35% +$852K 0.1% 157
2020
Q3 		$2.06M Sell
25,773
-2,436
-9% -$194K 0.09% 150
2020
Q2 		$1.96M Buy
28,209
+6,827
+32% +$513K 0.08% 163
2020
Q1 		$1.37M Buy
+21,382
New +$1.73M 0.07% 182

Other funds holding SBUX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial's SBUX Position: Q1 2026 in Review

Phoenix Financial sold out of Starbucks (SBUX) in Q1 2026, closing a stake of 3,086 shares — an estimated $260K sold.

Phoenix Financial first reported a position in SBUX in Q1 2020 and held it in 15 quarters. The position peaked at $3.67M in Q4 2020. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Phoenix Financial reported no remaining Starbucks position as of Q1 2026 after selling out during the quarter.
  • Phoenix Financial sold 3,086 Starbucks shares in Q1 2026, an estimated $260K.
  • Phoenix Financial first reported a position in Starbucks in Q1 2020 and held it in 15 quarters.
  • Phoenix Financial's Starbucks position peaked at $3.67M in Q4 2020.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.