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Sovereign Financial Group’s Starbucks SBUX Stock Holding History

Sovereign Financial Group’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 		– Sell
-2,412
Closed -$203K – 386
2025
Q4 		$203K Buy
+2,412
New +$203K 0.04% 332
2025
Q2 		– Sell
-2,239
Closed -$220K – 318
2025
Q1 		$220K Sell
2,239
-36
-2% -$3.72K 0.05% 263
2024
Q4 		$208K Buy
2,275
+22
+1% +$2.13K 0.05% 274
2024
Q3 		$220K Sell
2,253
-1,024
-31% -$87.9K 0.05% 265
2024
Q2 		$255K Sell
3,277
-1,118
-25% -$91.1K 0.06% 236
2024
Q1 		$402K Sell
4,395
-12
-0.3% -$1.12K 0.11% 179
2023
Q4 		$423K Sell
4,407
-362
-8% -$35.2K 0.13% 156
2023
Q3 		$435K Sell
4,769
-124
-3% -$12.2K 0.15% 136
2023
Q2 		$485K Buy
4,893
+137
+3% +$14.2K 0.16% 139
2023
Q1 		$495K Sell
4,756
-43
-0.9% -$4.47K 0.18% 131
2022
Q4 		$476K Buy
4,799
+221
+5% +$20.9K 0.19% 126
2022
Q3 		$386K Buy
4,578
+117
+3% +$9.94K 0.16% 130
2022
Q2 		$341K Buy
4,461
+1,077
+32% +$82.7K 0.13% 142
2022
Q1 		$308K Buy
3,384
+520
+18% +$49.1K 0.11% 167
2021
Q4 		$335K Buy
2,864
+54
+2% +$6.09K 0.13% 149
2021
Q3 		$310K Sell
2,810
-369
-12% -$43.2K 0.18% 119
2021
Q2 		$347K Hold
3,179
– – 0.21% 101
2021
Q1 		$347K Buy
3,179
+67
+2% +$7.04K 0.22% 100
2020
Q4 		$333K Buy
+3,112
New +$297K 0.24% 85

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

Sovereign Financial Group's SBUX Position: Q1 2026 in Review

Sovereign Financial Group sold out of Starbucks (SBUX) in Q1 2026, closing a stake of 2,412 shares — an estimated $203K sold.

Sovereign Financial Group first reported a position in SBUX in Q4 2020 and held it in 19 quarters. The position peaked at $495K in Q1 2023. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Sovereign Financial Group reported no remaining Starbucks position as of Q1 2026 after selling out during the quarter.
  • Sovereign Financial Group sold 2,412 Starbucks shares in Q1 2026, an estimated $203K.
  • Sovereign Financial Group first reported a position in Starbucks in Q4 2020 and held it in 19 quarters.
  • Sovereign Financial Group's Starbucks position peaked at $495K in Q1 2023.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.