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Private Wealth Asset Management’s Starbucks SBUX Stock Holding History

Private Wealth 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 		$48.6K Sell
542
-88
-14% -$8.32K 0.01% 437
2025
Q4 		$53.1K Hold
630
– – 0.01% 413
2025
Q3 		$53.3K Sell
630
-12
-2% -$1.07K 0.01% 389
2025
Q2 		$58.8K Buy
642
+44
+7% +$3.81K 0.01% 370
2025
Q1 		$58.7K Buy
+598
New +$61.8K 0.01% 367

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

Private Wealth Asset Management's SBUX Position: Q1 2026 in Review

Private Wealth Asset Management reduced its Starbucks (SBUX) stake by 14% in Q1 2026, selling an estimated $8.32K and leaving 542 shares worth $48.6K. The position accounts for 0.01% of the portfolio, ranked #437.

Private Wealth Asset Management first reported a position in SBUX in Q1 2025 and has held it in 5 quarters since. The position peaked at $58.8K in Q2 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Private Wealth Asset Management held 542 shares of Starbucks worth $48.6K as of Q1 2026.
  • Private Wealth Asset Management sold 88 Starbucks shares in Q1 2026, an estimated $8.32K.
  • Starbucks made up 0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #437 holding.
  • Private Wealth Asset Management first reported a position in Starbucks in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Starbucks position peaked at $58.8K in Q2 2025.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.