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Stiles Financial Services’s Starbucks SBUX Stock Holding History

Stiles Financial Services’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 		$233K Sell
2,604
-117
-4% -$11.1K 0.07% 162
2025
Q4 		$229K Buy
2,721
+8
+0.3% +$675 0.07% 162
2025
Q3 		$230K Sell
2,713
-1,215
-31% -$109K 0.07% 167
2025
Q2 		$360K Sell
3,928
-908
-19% -$78.7K 0.12% 132
2025
Q1 		$474K Buy
4,836
+13
+0.3% +$1.34K 0.18% 114
2024
Q4 		$440K Sell
4,823
-1,025
-18% -$99.2K 0.16% 126
2024
Q3 		$570K Sell
5,848
-265
-4% -$22.7K 0.2% 100
2024
Q2 		$476K Sell
6,113
-672
-10% -$54.7K 0.18% 104
2024
Q1 		$620K Sell
6,785
-185
-3% -$17.2K 0.25% 96
2023
Q4 		$669K Sell
6,970
-457
-6% -$44.5K 0.3% 86
2023
Q3 		$678K Sell
7,427
-289
-4% -$28.4K 0.35% 85
2023
Q2 		$764K Sell
7,716
-433
-5% -$44.9K 0.38% 76
2023
Q1 		$849K Sell
8,149
-74
-0.9% -$7.7K 0.46% 68
2022
Q4 		$816K Sell
8,223
-28
-0.3% -$2.64K 0.47% 64
2022
Q3 		$695K Buy
8,251
+204
+3% +$17.3K 0.42% 66
2022
Q2 		$615K Sell
8,047
-370
-4% -$28.4K 0.37% 76
2022
Q1 		$766K Buy
8,417
+571
+7% +$53.9K 0.38% 73
2021
Q4 		$918K Buy
+7,846
New +$885K 0.44% 66

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

Stiles Financial Services's SBUX Position: Q1 2026 in Review

Stiles Financial Services reduced its Starbucks (SBUX) stake by 4.3% in Q1 2026, selling an estimated $11.1K and leaving 2,604 shares worth $233K. The position accounts for 0.07% of the portfolio, ranked #162.

Stiles Financial Services first reported a position in SBUX in Q4 2021 and has held it in 18 quarters since. The position peaked at $918K in Q4 2021. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Stiles Financial Services held 2,604 shares of Starbucks worth $233K as of Q1 2026.
  • Stiles Financial Services sold 117 Starbucks shares in Q1 2026, an estimated $11.1K.
  • Starbucks made up 0.07% of Stiles Financial Services's portfolio in Q1 2026, its #162 holding.
  • Stiles Financial Services first reported a position in Starbucks in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Starbucks position peaked at $918K in Q4 2021.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.