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Private Wealth Management Group’s Starbucks SBUX Stock Holding History

Private 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 		$94.8K Sell
1,058
-11
-1% -$1.04K 0.02% 138
2025
Q4 		$90K Sell
1,069
-2
-0.2% -$169 0.02% 135
2025
Q3 		$90.6K Hold
1,071
– – 0.02% 132
2025
Q2 		$98.1K Buy
1,071
+15
+1% +$1.3K 0.03% 120
2025
Q1 		$104K Buy
1,056
+124
+13% +$12.8K 0.04% 113
2024
Q4 		$85.1K Buy
932
+5
+0.5% +$484 0.03% 124
2024
Q3 		$90.4K Buy
927
+5
+0.5% +$429 0.04% 115
2024
Q2 		$71.8K Sell
922
-274
-23% -$22.3K 0.03% 128
2024
Q1 		$109K Sell
1,196
-236
-16% -$22K 0.05% 96
2023
Q4 		$137K Buy
+1,432
New +$139K 0.07% 82

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 Management Group's SBUX Position: Q1 2026 in Review

Private Wealth Management Group reduced its Starbucks (SBUX) stake by 1% in Q1 2026, selling an estimated $1.04K and leaving 1,058 shares worth $94.8K. The position accounts for 0.02% of the portfolio, ranked #138.

Private Wealth Management Group first reported a position in SBUX in Q4 2023 and has held it in 10 quarters since. The position peaked at $137K in Q4 2023. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Private Wealth Management Group held 1,058 shares of Starbucks worth $94.8K as of Q1 2026.
  • Private Wealth Management Group sold 11 Starbucks shares in Q1 2026, an estimated $1.04K.
  • Starbucks made up 0.02% of Private Wealth Management Group's portfolio in Q1 2026, its #138 holding.
  • Private Wealth Management Group first reported a position in Starbucks in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's Starbucks position peaked at $137K in Q4 2023.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.