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SHP Wealth Management’s Starbucks SBUX Stock Holding History

SHP 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 		$168K Buy
1,872
+69
+4% +$6.53K 0.01% 306
2025
Q4 		$152K Buy
+1,803
New +$152K 0.01% 289

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 $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

SHP Wealth Management increased its Starbucks (SBUX) stake by 3.8% in Q1 2026, buying an estimated $6.53K and bringing the position to 1,872 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #306.

SHP Wealth Management first reported a position in SBUX in Q4 2025 and has held it in 2 quarters since. 2,338 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • SHP Wealth Management held 1,872 shares of Starbucks worth $168K as of Q1 2026.
  • SHP Wealth Management bought 69 Starbucks shares in Q1 2026, an estimated $6.53K.
  • Starbucks made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #306 holding.
  • SHP Wealth Management first reported a position in Starbucks in Q4 2025 and has held it in 2 quarters since.
  • 2,338 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.