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Safe Harbor Fiduciary’s Starbucks SBUX Stock Holding History

Safe Harbor Fiduciary’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 		– Sell
-89
Closed -$7.5K – 164
2025
Q4 		$7.5K Buy
+89
New +$7.51K 0.01% 164
2025
Q2 		$450K Sell
4,910
-138
-3% -$12K 0.42% 50
2025
Q1 		$495K Sell
5,048
-55
-1% -$5.69K 0.51% 41
2024
Q4 		$466K Sell
5,103
-396
-7% -$38.3K 0.47% 42
2024
Q3 		$536K Buy
+5,499
New +$472K 0.5% 36

Other funds holding SBUX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Safe Harbor Fiduciary's SBUX Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Starbucks (SBUX) in Q1 2026, closing a stake of 89 shares — an estimated $7.5K sold.

Safe Harbor Fiduciary first reported a position in SBUX in Q3 2024 and held it in 5 quarters. The position peaked at $536K in Q3 2024. 2,343 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining Starbucks position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 89 Starbucks shares in Q1 2026, an estimated $7.5K.
  • Safe Harbor Fiduciary first reported a position in Starbucks in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's Starbucks position peaked at $536K in Q3 2024.
  • 2,343 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.