Sendero Wealth Management’s Starbucks SBUX Stock Holding History

Sendero 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	$778K	Sell	8,683 -23	-0.3%	-$2.18K	0.09%	131
2025 Q4	$733K	Buy	8,706 +17	+0.2%	+$1.43K	0.08%	130
2025 Q3	$735K	Hold	8,689	–	–	0.09%	121
2025 Q2	$796K	Buy	8,689 +48	+0.6%	+$4.16K	0.1%	115
2025 Q1	$848K	Buy	8,641 +40	+0.5%	+$4.13K	0.12%	103
2024 Q4	$785K	Hold	8,601	–	–	0.12%	99
2024 Q3	$839K	Sell	8,601 -1	-0%	-$86	0.13%	93
2024 Q2	$670K	Sell	8,602 -564	-6%	-$45.9K	0.11%	102
2024 Q1	$838K	Buy	9,166 +463	+5%	+$43.1K	0.14%	92
2023 Q4	$836K	Buy	8,703 +100	+1%	+$9.73K	0.16%	95
2023 Q3	$785K	Hold	8,603	–	–	0.17%	84
2023 Q2	$852K	Buy	+8,603	New	+$893K	0.19%	85

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sendero Wealth Management reduced its Starbucks (SBUX) stake by 0.26% in Q1 2026, selling an estimated $2.18K and leaving 8,683 shares worth $778K. The position accounts for 0.09% of the portfolio, ranked #131.

Sendero Wealth Management first reported a position in SBUX in Q2 2023 and has held it in 12 quarters since. The position peaked at $852K in Q2 2023. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Sendero Wealth Management held 8,683 shares of Starbucks worth $778K as of Q1 2026.
Sendero Wealth Management sold 23 Starbucks shares in Q1 2026, an estimated $2.18K.
Starbucks made up 0.09% of Sendero Wealth Management's portfolio in Q1 2026, its #131 holding.
Sendero Wealth Management first reported a position in Starbucks in Q2 2023 and has held it in 12 quarters since.
Sendero Wealth Management's Starbucks position peaked at $852K in Q2 2023.
2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.