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Smartleaf Asset Management’s Starbucks SBUX Stock Holding History

Smartleaf Asset 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 		$2.13M Buy
24,519
+2,651
+12% +$251K 0.08% 233
2025
Q4 		$1.86M Sell
21,868
-357
-2% -$30.1K 0.07% 247
2025
Q3 		$1.9M Buy
22,225
+4,292
+24% +$384K 0.12% 194
2025
Q2 		$1.65M Sell
17,933
-2,361
-12% -$205K 0.15% 160
2025
Q1 		$1.98M Buy
20,294
+1,527
+8% +$158K 0.19% 117
2024
Q4 		$1.7M Buy
18,767
+7,292
+64% +$705K 0.17% 132
2024
Q3 		$1.12M Buy
11,475
+3,050
+36% +$262K 0.14% 176
2024
Q2 		$668K Buy
8,425
+456
+6% +$37.1K 0.11% 212
2024
Q1 		$729K Buy
7,969
+2,420
+44% +$225K 0.14% 170
2023
Q4 		$529K Buy
+5,549
New +$540K 0.14% 162

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

Smartleaf Asset Management's SBUX Position: Q1 2026 in Review

Smartleaf Asset Management increased its Starbucks (SBUX) stake by 12% in Q1 2026, buying an estimated $251K and bringing the position to 24,519 shares worth $2.13M. The position accounts for 0.08% of the portfolio, ranked #233.

Smartleaf Asset Management first reported a position in SBUX in Q4 2023 and has held it in 10 quarters since. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Smartleaf Asset Management held 24,519 shares of Starbucks worth $2.13M as of Q1 2026.
  • Smartleaf Asset Management bought 2,651 Starbucks shares in Q1 2026, an estimated $251K.
  • Starbucks made up 0.08% of Smartleaf Asset Management's portfolio in Q1 2026, its #233 holding.
  • Smartleaf Asset Management first reported a position in Starbucks in Q4 2023 and has held it in 10 quarters since.
  • 2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.