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Smart Portfolios LLC’s Starbucks SBUX Stock Holding History

Smart Portfolios LLC’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 		$491K Buy
5,481
+297
+6% +$28.1K 0.49% 67
2025
Q4 		$437K Sell
5,184
-146
-3% -$12.3K 0.43% 69
2025
Q3 		$451K Sell
5,330
-410
-7% -$36.7K 0.43% 66
2025
Q2 		$526K Buy
5,740
+220
+4% +$19.1K 0.53% 60
2025
Q1 		$541K Sell
5,520
-37
-0.7% -$3.83K 0.59% 56
2024
Q4 		$507K Sell
5,557
-35
-0.6% -$3.39K 0.53% 61
2024
Q3 		$545K Buy
5,592
+296
+6% +$25.4K 0.56% 61
2024
Q2 		$412K Buy
5,296
+397
+8% +$32.3K 0.42% 72
2024
Q1 		$448K Buy
4,899
+35
+0.7% +$3.25K 0.47% 60
2023
Q4 		$464K Buy
+4,864
New +$473K 0.55% 48
2021
Q1 		– Sell
-2,570
Closed -$275K – 40
2020
Q4 		$275K Sell
2,570
-3,166
-55% -$302K 0.26% 29
2020
Q3 		$493K Sell
5,736
-26
-0.5% -$2.07K 0.56% 22
2020
Q2 		$437K Sell
5,762
-12
-0.2% -$902 0.49% 22
2020
Q1 		$380K Buy
5,774
+54
+0.9% +$4.37K 0.55% 19
2019
Q4 		$503K Hold
5,720
– – 0.45% 24
2019
Q3 		$469K Hold
5,720
– – 0.42% 24
2019
Q2 		$480K Hold
5,720
– – 0.44% 23
2019
Q1 		$425K Hold
5,720
– – 0.36% 27
2018
Q4 		$368K Hold
5,720
– – 0.28% 28
2018
Q3 		$325K Buy
5,720
+3,170
+124% +$168K 0.2% 33
2018
Q2 		$125K Sell
2,550
-3,170
-55% -$180K 0.08% 60
2018
Q1 		$331K Buy
+5,720
New +$331K 0.22% 29

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

Smart Portfolios LLC's SBUX Position: Q1 2026 in Review

Smart Portfolios LLC increased its Starbucks (SBUX) stake by 5.7% in Q1 2026, buying an estimated $28.1K and bringing the position to 5,481 shares worth $491K. The position accounts for 0.49% of the portfolio, ranked #67.

Smart Portfolios LLC first reported a position in SBUX in Q1 2018 and has held it in 22 quarters since. The position peaked at $545K in Q3 2024. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Smart Portfolios LLC held 5,481 shares of Starbucks worth $491K as of Q1 2026.
  • Smart Portfolios LLC bought 297 Starbucks shares in Q1 2026, an estimated $28.1K.
  • Starbucks made up 0.49% of Smart Portfolios LLC's portfolio in Q1 2026, its #67 holding.
  • Smart Portfolios LLC first reported a position in Starbucks in Q1 2018 and has held it in 22 quarters since.
  • Smart Portfolios LLC's Starbucks position peaked at $545K in Q3 2024.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.