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Sculati Wealth Management’s Starbucks SBUX Stock Holding History

Sculati 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 		$333K Hold
3,720
– – 0.12% 100
2025
Q4 		$313K Hold
3,720
– – 0.11% 102
2025
Q3 		$315K Hold
3,720
– – 0.11% 103
2025
Q2 		$341K Sell
3,720
-782
-17% -$67.8K 0.13% 99
2025
Q1 		$442K Sell
4,502
-400
-8% -$41.4K 0.18% 80
2024
Q4 		$447K Sell
4,902
-840
-15% -$81.3K 0.18% 80
2024
Q3 		$560K Sell
5,742
-3,199
-36% -$274K 0.22% 73
2024
Q2 		$696K Sell
8,941
-1,350
-13% -$110K 0.3% 67
2024
Q1 		$940K Sell
10,291
-1,683
-14% -$157K 0.41% 62
2023
Q4 		$1.15M Sell
11,974
-2,825
-19% -$275K 0.54% 59
2023
Q3 		$1.35M Sell
14,799
-2,525
-15% -$248K 0.69% 50
2023
Q2 		$1.72M Sell
17,324
-3,690
-18% -$383K 0.86% 37
2023
Q1 		$2.19M Sell
21,014
-3,609
-15% -$376K 1.16% 27
2022
Q4 		$2.44M Sell
24,623
-75
-0.3% -$7.08K 1.37% 22
2022
Q3 		$2.08M Buy
24,698
+695
+3% +$59K 1.23% 23
2022
Q2 		$1.83M Sell
24,003
-620
-3% -$47.6K 1.05% 30
2022
Q1 		$2.24M Sell
24,623
-1,417
-5% -$134K 1.09% 27
2021
Q4 		$3.05M Buy
26,040
+376
+1% +$42.4K 1.47% 19
2021
Q3 		$2.83M Buy
25,664
+200
+0.8% +$23.4K 1.5% 17
2021
Q2 		$2.85M Buy
25,464
+145
+0.6% +$16.4K 1.51% 17
2021
Q1 		$2.77M Sell
25,319
-565
-2% -$59.3K 1.59% 15
2020
Q4 		$2.77M Buy
25,884
+138
+0.5% +$13.2K 1.82% 12
2020
Q3 		$2.21M Buy
25,746
+1,062
+4% +$84.7K 1.66% 15
2020
Q2 		$1.82M Buy
24,684
+1,193
+5% +$89.7K 1.53% 16
2020
Q1 		$1.54M Buy
23,491
+101
+0.4% +$8.17K 1.7% 15
2019
Q4 		$2.06M Buy
+23,390
New +$1.99M 1.84% 10

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

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

Sculati Wealth Management held its Starbucks (SBUX) position steady in Q1 2026 at 3,720 shares worth $333K. The position accounts for 0.12% of the portfolio, ranked #100.

Sculati Wealth Management first reported a position in SBUX in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.05M in Q4 2021. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Sculati Wealth Management held 3,720 shares of Starbucks worth $333K as of Q1 2026.
  • Sculati Wealth Management left its Starbucks share count unchanged in Q1 2026.
  • Starbucks made up 0.12% of Sculati Wealth Management's portfolio in Q1 2026, its #100 holding.
  • Sculati Wealth Management first reported a position in Starbucks in Q4 2019 and has held it in 26 quarters since.
  • Sculati Wealth Management's Starbucks position peaked at $3.05M in Q4 2021.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.