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Retirement Solution’s Starbucks SBUX Stock Holding History

Retirement Solution’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 		$577K Sell
6,440
-14,894
-70% -$1.41M 0.14% 22
2025
Q4 		$1.8M Buy
21,334
+18,169
+574% +$1.53M 0.4% 14
2025
Q3 		$268K Sell
3,165
-1,197
-27% -$107K 0.06% 31
2025
Q2 		$400K Buy
4,362
+415
+11% +$36K 0.1% 24
2025
Q1 		$387K Sell
3,947
-4,735
-55% -$489K 0.11% 22
2024
Q4 		$792K Sell
8,682
-12,996
-60% -$1.26M 0.21% 22
2024
Q3 		$2.11M Buy
21,678
+12,735
+142% +$1.09M 0.51% 17
2024
Q2 		$696K Sell
8,943
-833
-9% -$67.8K 0.19% 22
2024
Q1 		$893K Buy
9,776
+327
+3% +$30.4K 0.24% 23
2023
Q4 		$907K Sell
9,449
-36
-0.4% -$3.5K 0.27% 23
2023
Q3 		$866K Buy
9,485
+26
+0.3% +$2.55K 0.29% 23
2023
Q2 		$937K Buy
9,459
+390
+4% +$40.5K 0.3% 22
2023
Q1 		$944K Buy
9,069
+3,447
+61% +$359K 0.33% 22
2022
Q4 		$558K Buy
5,622
+1,795
+47% +$169K 0.31% 14
2022
Q3 		$322K Buy
3,827
+751
+24% +$63.8K 0.17% 25
2022
Q2 		$235K Sell
3,076
-9,371
-75% -$720K 0.13% 32
2022
Q1 		$1.13M Buy
12,447
+272
+2% +$25.7K 0.5% 16
2021
Q4 		$1.42M Sell
12,175
-5
-0% -$564 0.61% 11
2021
Q3 		$1.34M Buy
12,180
+5
+0% +$585 0.62% 13
2021
Q2 		$1.36M Buy
12,175
+9,823
+418% +$1.11M 0.65% 13
2021
Q1 		$257K Buy
+2,352
New +$247K 0.15% 37

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

Retirement Solution's SBUX Position: Q1 2026 in Review

Retirement Solution reduced its Starbucks (SBUX) stake by 70% in Q1 2026, selling an estimated $1.41M and leaving 6,440 shares worth $577K. The position accounts for 0.14% of the portfolio, ranked #22.

Retirement Solution first reported a position in SBUX in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.11M in Q3 2024. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Retirement Solution held 6,440 shares of Starbucks worth $577K as of Q1 2026.
  • Retirement Solution sold 14,894 Starbucks shares in Q1 2026, an estimated $1.41M.
  • Starbucks made up 0.14% of Retirement Solution's portfolio in Q1 2026, its #22 holding.
  • Retirement Solution first reported a position in Starbucks in Q1 2021 and has held it in 21 quarters since.
  • Retirement Solution's Starbucks position peaked at $2.11M in Q3 2024.
  • 2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Retirement Solution's 13F filing for Q1 2026, filed 11 May 2026.