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Prestige Wealth Management Group’s Starbucks SBUX Stock Holding History

Prestige Wealth Management Group’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 		$326K Buy
3,636
+8
+0.2% +$757 0.06% 133
2025
Q4 		$306K Buy
3,628
+96
+3% +$8.1K 0.06% 137
2025
Q3 		$299K Buy
3,532
+54
+2% +$4.83K 0.06% 147
2025
Q2 		$319K Buy
3,478
+2,753
+380% +$239K 0.06% 140
2025
Q1 		$71.1K Sell
725
-1
-0.1% -$103 0.02% 225
2024
Q4 		$66.2K Hold
726
– – 0.01% 234
2024
Q3 		$70.8K Buy
726
+275
+61% +$23.6K 0.01% 223
2024
Q2 		$35.1K Sell
451
-1,840
-80% -$150K 0.01% 258
2024
Q1 		$209K Buy
2,291
+9
+0.4% +$837 0.05% 150
2023
Q4 		$219K Sell
2,282
-377
-14% -$36.7K 0.05% 134
2023
Q3 		$243K Buy
2,659
+43
+2% +$4.22K 0.06% 123
2023
Q2 		$259K Sell
2,616
-92
-3% -$9.55K 0.06% 132
2023
Q1 		$282K Sell
2,708
-4,151
-61% -$432K 0.07% 127
2022
Q4 		$680K Buy
6,859
+4,473
+187% +$422K 0.18% 66
2022
Q3 		$201K Buy
2,386
+187
+9% +$15.9K 0.06% 137
2022
Q2 		$168K Sell
2,199
-191
-8% -$14.7K 0.05% 145
2022
Q1 		$218K Sell
2,390
-265
-10% -$25K 0.05% 132
2021
Q4 		$310K Sell
2,655
-2,533
-49% -$286K 0.07% 110
2021
Q3 		$572K Buy
5,188
+861
+20% +$101K 0.15% 64
2021
Q2 		$484K Buy
4,327
+354
+9% +$40K 0.13% 67
2021
Q1 		$434K Sell
3,973
-2,044
-34% -$215K 0.12% 69
2020
Q4 		$643K Buy
6,017
+656
+12% +$62.6K 0.18% 61
2020
Q3 		$461K Buy
5,361
+456
+9% +$36.4K 0.14% 77
2020
Q2 		$361K Buy
4,905
+1,649
+51% +$124K 0.13% 74
2020
Q1 		$214K Buy
3,256
+3,198
+5,514% +$259K 0.09% 77
2019
Q4 		$5K Sell
58
-29
-33% -$2.47K ﹤0.01% 428
2019
Q3 		$8K Buy
87
+32
+58% +$2.97K ﹤0.01% 364
2019
Q2 		$5K Hold
55
– – ﹤0.01% 403
2019
Q1 		$4K Sell
55
-411
-88% -$28.2K ﹤0.01% 425
2018
Q4 		$30K Buy
+466
New +$29.2K 0.02% 250

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

Prestige Wealth Management Group's SBUX Position: Q1 2026 in Review

Prestige Wealth Management Group increased its Starbucks (SBUX) stake by 0.22% in Q1 2026, buying an estimated $757 and bringing the position to 3,636 shares worth $326K. The position accounts for 0.06% of the portfolio, ranked #133.

Prestige Wealth Management Group first reported a position in SBUX in Q4 2018 and has held it in 30 quarters since. The position peaked at $680K in Q4 2022. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Prestige Wealth Management Group held 3,636 shares of Starbucks worth $326K as of Q1 2026.
  • Prestige Wealth Management Group bought 8 Starbucks shares in Q1 2026, an estimated $757.
  • Starbucks made up 0.06% of Prestige Wealth Management Group's portfolio in Q1 2026, its #133 holding.
  • Prestige Wealth Management Group first reported a position in Starbucks in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's Starbucks position peaked at $680K in Q4 2022.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.