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Root Financial Partners’s Starbucks SBUX Stock Holding History

Root Financial Partners’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 		$253K Sell
2,826
-576
-17% -$54.5K 0.01% 287
2025
Q4 		$286K Sell
3,402
-969
-22% -$81.7K 0.01% 234
2025
Q3 		$370K Buy
4,371
+718
+20% +$64.3K 0.02% 183
2025
Q2 		$335K Buy
3,653
+707
+24% +$61.3K 0.03% 171
2025
Q1 		$289K Sell
2,946
-294
-9% -$30.4K 0.03% 161
2024
Q4 		$296K Sell
3,240
-769
-19% -$74.4K 0.04% 157
2024
Q3 		$391K Buy
+4,009
New +$344K 0.06% 107

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

Root Financial Partners's SBUX Position: Q1 2026 in Review

Root Financial Partners reduced its Starbucks (SBUX) stake by 17% in Q1 2026, selling an estimated $54.5K and leaving 2,826 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #287.

Root Financial Partners first reported a position in SBUX in Q3 2024 and has held it in 7 quarters since. The position peaked at $391K in Q3 2024. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Root Financial Partners held 2,826 shares of Starbucks worth $253K as of Q1 2026.
  • Root Financial Partners sold 576 Starbucks shares in Q1 2026, an estimated $54.5K.
  • Starbucks made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #287 holding.
  • Root Financial Partners first reported a position in Starbucks in Q3 2024 and has held it in 7 quarters since.
  • Root Financial Partners's Starbucks position peaked at $391K in Q3 2024.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.