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Rossby Financial’s Starbucks SBUX Stock Holding History

Rossby Financial’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 		$114K Buy
1,256
+35
+3% +$3.31K 0.02% 512
2025
Q4 		$103K Sell
1,221
-419
-26% -$35.3K 0.03% 407
2025
Q3 		$138K Sell
1,640
-195
-11% -$17.5K 0.05% 337
2025
Q2 		$168K Buy
1,835
+56
+3% +$4.85K 0.06% 281
2025
Q1 		$149K Sell
1,779
-460
-21% -$47.6K 0.06% 284
2024
Q4 		$204K Buy
+2,239
New +$217K 0.13% 189

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

Rossby Financial's SBUX Position: Q1 2026 in Review

Rossby Financial increased its Starbucks (SBUX) stake by 2.9% in Q1 2026, buying an estimated $3.31K and bringing the position to 1,256 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #512.

Rossby Financial first reported a position in SBUX in Q4 2024 and has held it in 6 quarters since. The position peaked at $204K in Q4 2024. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Rossby Financial held 1,256 shares of Starbucks worth $114K as of Q1 2026.
  • Rossby Financial bought 35 Starbucks shares in Q1 2026, an estimated $3.31K.
  • Starbucks made up 0.02% of Rossby Financial's portfolio in Q1 2026, its #512 holding.
  • Rossby Financial first reported a position in Starbucks in Q4 2024 and has held it in 6 quarters since.
  • Rossby Financial's Starbucks position peaked at $204K in Q4 2024.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.