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Shepherd Financial Partners’s Starbucks SBUX Stock Holding History

Shepherd 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 		$2.13M Sell
23,763
-228
-1% -$21.6K 0.2% 75
2025
Q4 		$2.02M Sell
23,991
-369
-2% -$31.1K 0.19% 82
2025
Q3 		$2.06M Buy
24,360
+30
+0.1% +$2.69K 0.2% 79
2025
Q2 		$2.23M Buy
24,330
+424
+2% +$36.7K 0.24% 70
2025
Q1 		$2.34M Buy
23,906
+393
+2% +$40.6K 0.28% 63
2024
Q4 		$2.15M Buy
23,513
+187
+0.8% +$18.1K 0.26% 60
2024
Q3 		$2.27M Sell
23,326
-1,062
-4% -$91.1K 0.27% 59
2024
Q2 		$1.9M Buy
24,388
+11,607
+91% +$945K 0.24% 64
2024
Q1 		$1.17M Buy
12,781
+432
+3% +$40.2K 0.15% 91
2023
Q4 		$1.19M Sell
12,349
-35
-0.3% -$3.41K 0.17% 84
2023
Q3 		$1.13M Buy
12,384
+538
+5% +$52.8K 0.18% 79
2023
Q2 		$1.17M Sell
11,846
-195
-2% -$20.2K 0.18% 79
2023
Q1 		$1.25M Sell
12,041
-34
-0.3% -$3.54K 0.21% 74
2022
Q4 		$1.2M Buy
12,075
+79
+0.7% +$7.46K 0.22% 73
2022
Q3 		$1.01M Buy
11,996
+148
+1% +$12.6K 0.2% 79
2022
Q2 		$905K Buy
11,848
+2,413
+26% +$185K 0.18% 82
2022
Q1 		$862K Buy
9,435
+7,256
+333% +$685K 0.15% 94
2021
Q4 		$255K Buy
2,179
+22
+1% +$2.48K 0.04% 141
2021
Q3 		$238K Hold
2,157
– – 0.05% 141
2021
Q2 		$241K Hold
2,157
– – 0.05% 138
2021
Q1 		$236K Buy
2,157
+50
+2% +$5.25K 0.05% 135
2020
Q4 		$227K Buy
+2,107
New +$201K 0.05% 127
2020
Q1 		– Sell
-2,310
Closed -$205K – 134
2019
Q4 		$205K Buy
2,310
+3
+0.1% +$256 0.05% 125
2019
Q3 		$205K Sell
2,307
-180
-7% -$16.7K 0.05% 125
2019
Q2 		$208K Buy
+2,487
New +$195K 0.04% 124
2018
Q2 		– Sell
-3,660
Closed -$213K – 136
2018
Q1 		$213K Buy
+3,660
New +$212K 0.05% 112
2017
Q2 		– Sell
-3,439
Closed -$200K – 114
2017
Q1 		$200K Buy
+3,439
New +$195K 0.05% 105

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

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

Shepherd Financial Partners reduced its Starbucks (SBUX) stake by 0.95% in Q1 2026, selling an estimated $21.6K and leaving 23,763 shares worth $2.13M. The position accounts for 0.2% of the portfolio, ranked #75.

Shepherd Financial Partners first reported a position in SBUX in Q1 2017 and has held it in 27 quarters since. The position peaked at $2.34M in Q1 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Shepherd Financial Partners held 23,763 shares of Starbucks worth $2.13M as of Q1 2026.
  • Shepherd Financial Partners sold 228 Starbucks shares in Q1 2026, an estimated $21.6K.
  • Starbucks made up 0.2% of Shepherd Financial Partners's portfolio in Q1 2026, its #75 holding.
  • Shepherd Financial Partners first reported a position in Starbucks in Q1 2017 and has held it in 27 quarters since.
  • Shepherd Financial Partners's Starbucks position peaked at $2.34M in Q1 2025.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

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