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Potentia Wealth’s Starbucks SBUX Stock Holding History

Potentia 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 		$369K Sell
4,124
-426
-9% -$40.3K 0.14% 70
2025
Q4 		$383K Hold
4,550
– – 0.14% 68
2025
Q3 		$385K Hold
4,550
– – 0.15% 72
2025
Q2 		$417K Hold
4,550
– – 0.24% 51
2025
Q1 		$446K Hold
4,550
– – 0.21% 60
2024
Q4 		$415K Buy
+4,550
New +$440K 0.18% 68

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

Potentia Wealth's SBUX Position: Q1 2026 in Review

Potentia Wealth reduced its Starbucks (SBUX) stake by 9.4% in Q1 2026, selling an estimated $40.3K and leaving 4,124 shares worth $369K. The position accounts for 0.14% of the portfolio, ranked #70.

Potentia Wealth first reported a position in SBUX in Q4 2024 and has held it in 6 quarters since. The position peaked at $446K in Q1 2025. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Potentia Wealth held 4,124 shares of Starbucks worth $369K as of Q1 2026.
  • Potentia Wealth sold 426 Starbucks shares in Q1 2026, an estimated $40.3K.
  • Starbucks made up 0.14% of Potentia Wealth's portfolio in Q1 2026, its #70 holding.
  • Potentia Wealth first reported a position in Starbucks in Q4 2024 and has held it in 6 quarters since.
  • Potentia Wealth's Starbucks position peaked at $446K in Q1 2025.
  • 2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.