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Ritholtz Wealth Management’s Starbucks SBUX Stock Holding History

Ritholtz Wealth 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
2020
Q4 		– Sell
-500
Closed -$14K – 420
2020
Q3 		$14K Sell
500
-500
-50% -$39.9K ﹤0.01% 324
2020
Q2 		$20K Buy
+1,000
New +$75.2K ﹤0.01% 288

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

Ritholtz Wealth Management's SBUX Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Starbucks (SBUX) stake by 26% in Q1 2026, buying an estimated $486K and bringing the position to 24,724 shares worth $2.21M. The position accounts for 0.04% of the portfolio, ranked #347.

Ritholtz Wealth Management first reported a position in SBUX in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.73M in Q3 2022. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Ritholtz Wealth Management held 24,724 shares of Starbucks worth $2.21M as of Q1 2026.
  • Ritholtz Wealth Management bought 5,137 Starbucks shares in Q1 2026, an estimated $486K.
  • Starbucks made up 0.04% of Ritholtz Wealth Management's portfolio in Q1 2026, its #347 holding.
  • Ritholtz Wealth Management first reported a position in Starbucks in Q1 2020 and has held it in 25 quarters since.
  • Ritholtz Wealth Management's Starbucks position peaked at $2.73M in Q3 2022.
  • 2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.