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Robertson Stephens Wealth Management’s Starbucks SBUX Stock Holding History

Robertson Stephens 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
2026
Q1 		$962K Buy
10,743
+658
+7% +$62.2K 0.03% 307
2025
Q4 		$849K Sell
10,085
-1,290
-11% -$109K 0.02% 339
2025
Q3 		$962K Buy
11,375
+144
+1% +$12.9K 0.03% 261
2025
Q2 		$1.03M Sell
11,231
-1,453
-11% -$126K 0.03% 270
2025
Q1 		$1.24M Sell
12,684
-261
-2% -$27K 0.04% 242
2024
Q4 		$1.18M Sell
12,945
-6,407
-33% -$620K 0.04% 243
2024
Q3 		$1.89M Buy
19,352
+164
+0.9% +$14.1K 0.07% 201
2024
Q2 		$1.49M Buy
19,188
+5,121
+36% +$417K 0.08% 174
2024
Q1 		$1.29M Buy
14,067
+146
+1% +$13.6K 0.07% 201
2023
Q4 		$1.34M Sell
13,921
-25,993
-65% -$2.53M 0.08% 192
2023
Q3 		$3.64M Buy
39,914
+21,777
+120% +$2.14M 0.25% 84
2023
Q2 		$1.8M Sell
18,137
-26,377
-59% -$2.74M 0.13% 140
2023
Q1 		$4.64M Buy
44,514
+35,373
+387% +$3.68M 0.36% 61
2022
Q4 		$907K Sell
9,141
-1,149
-11% -$108K 0.09% 187
2022
Q3 		$867K Sell
10,290
-273
-3% -$23.2K 0.09% 168
2022
Q2 		$806K Sell
10,563
-1,269
-11% -$97.5K 0.08% 184
2022
Q1 		$1.08M Buy
11,832
+68
+0.6% +$6.42K 0.09% 172
2021
Q4 		$1.38M Buy
11,764
+1,248
+12% +$141K 0.12% 145
2021
Q3 		$1.16M Buy
10,516
+15
+0.1% +$1.76K 0.13% 106
2021
Q2 		$1.17M Sell
10,501
-1,594
-13% -$180K 0.14% 107
2021
Q1 		$1.32M Buy
12,095
+5,665
+88% +$595K 0.21% 84
2020
Q4 		$687K Sell
6,430
-3,273
-34% -$313K 0.14% 119
2020
Q3 		$833K Buy
9,703
+3,158
+48% +$252K 0.2% 91
2020
Q2 		$481K Buy
6,545
+171
+3% +$12.9K 0.14% 111
2020
Q1 		$419K Buy
+6,374
New +$516K 0.14% 111

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

Robertson Stephens Wealth Management's SBUX Position: Q1 2026 in Review

Robertson Stephens Wealth Management increased its Starbucks (SBUX) stake by 6.5% in Q1 2026, buying an estimated $62.2K and bringing the position to 10,743 shares worth $962K. The position accounts for 0.03% of the portfolio, ranked #307.

Robertson Stephens Wealth Management first reported a position in SBUX in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.64M in Q1 2023. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Robertson Stephens Wealth Management held 10,743 shares of Starbucks worth $962K as of Q1 2026.
  • Robertson Stephens Wealth Management bought 658 Starbucks shares in Q1 2026, an estimated $62.2K.
  • Starbucks made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #307 holding.
  • Robertson Stephens Wealth Management first reported a position in Starbucks in Q1 2020 and has held it in 25 quarters since.
  • Robertson Stephens Wealth Management's Starbucks position peaked at $4.64M in Q1 2023.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.