Pinnacle West Asset Management’s Starbucks SBUX Stock Holding History

Pinnacle West Asset Management’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	$664K	Sell	7,410 -260	-3%	-$24.6K	0.45%	62
2025 Q4	$646K	Sell	7,670 -75	-1%	-$6.33K	0.42%	64
2025 Q3	$655K	Hold	7,745	–	–	0.42%	61
2025 Q2	$710K	Sell	7,745 -25	-0.3%	-$2.17K	0.49%	58
2025 Q1	$762K	Hold	7,770	–	–	0.55%	56
2024 Q4	$709K	Buy	7,770 +25	+0.3%	+$2.42K	0.51%	57
2024 Q3	$755K	Buy	7,745 +250	+3%	+$21.4K	0.54%	56
2024 Q2	$583K	Buy	7,495 +135	+2%	+$11K	0.45%	63
2024 Q1	$673K	Buy	7,360 +400	+6%	+$37.2K	0.53%	58
2023 Q4	$668K	Buy	6,960 +325	+5%	+$31.6K	0.57%	56
2023 Q3	$606K	Buy	6,635 +385	+6%	+$37.8K	0.59%	54
2023 Q2	$619K	Buy	6,250 +75	+1%	+$7.78K	0.6%	56
2023 Q1	$643K	Buy	+6,175	New	+$643K	0.67%	51

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

Pinnacle West Asset Management's SBUX Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its Starbucks (SBUX) stake by 3.4% in Q1 2026, selling an estimated $24.6K and leaving 7,410 shares worth $664K. The position accounts for 0.45% of the portfolio, ranked #62.

Pinnacle West Asset Management first reported a position in SBUX in Q1 2023 and has held it in 13 quarters since. The position peaked at $762K in Q1 2025. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Pinnacle West Asset Management held 7,410 shares of Starbucks worth $664K as of Q1 2026.
Pinnacle West Asset Management sold 260 Starbucks shares in Q1 2026, an estimated $24.6K.
Starbucks made up 0.45% of Pinnacle West Asset Management's portfolio in Q1 2026, its #62 holding.
Pinnacle West Asset Management first reported a position in Starbucks in Q1 2023 and has held it in 13 quarters since.
Pinnacle West Asset Management's Starbucks position peaked at $762K in Q1 2025.
2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.