Principal Securities’s Starbucks SBUX Stock Holding History

Principal Securities’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	$6.54M	Sell	73,020 -2,921	-4%	-$276K	0.1%	198
2025 Q4	$6.39M	Sell	75,941 -7,143	-9%	-$603K	0.1%	197
2025 Q3	$7.03M	Buy	83,084 +707	+0.9%	+$63.3K	0.12%	167
2025 Q2	$7.55M	Buy	82,377 +5,754	+8%	+$499K	0.14%	143
2025 Q1	$6.99M	Buy	76,623 +12	+0%	+$1.24K	0.16%	129
2024 Q4	$6.99M	Sell	76,611 -1,027	-1%	-$99.4K	0.16%	127
2024 Q3	$7.57M	Buy	77,638 +9,308	+14%	+$799K	0.18%	101
2024 Q2	$5.32M	Buy	68,330 +12,480	+22%	+$1.02M	0.15%	130
2024 Q1	$5.1M	Buy	55,850 +15,029	+37%	+$1.4M	0.16%	123
2023 Q4	$3.92M	Buy	+40,821	New	+$3.97M	0.15%	138

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

Principal Securities's SBUX Position: Q1 2026 in Review

Principal Securities reduced its Starbucks (SBUX) stake by 3.8% in Q1 2026, selling an estimated $276K and leaving 73,020 shares worth $6.54M. The position accounts for 0.1% of the portfolio, ranked #198.

Principal Securities first reported a position in SBUX in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.57M in Q3 2024. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Principal Securities held 73,020 shares of Starbucks worth $6.54M as of Q1 2026.
Principal Securities sold 2,921 Starbucks shares in Q1 2026, an estimated $276K.
Starbucks made up 0.1% of Principal Securities's portfolio in Q1 2026, its #198 holding.
Principal Securities first reported a position in Starbucks in Q4 2023 and has held it in 10 quarters since.
Principal Securities's Starbucks position peaked at $7.57M in Q3 2024.
2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.