Stolz & Associates’s Starbucks SBUX Stock Holding History

Stolz & Associates’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	-8,652	Closed	-$729K	–	33
2025 Q4	$729K	Buy	+8,652	New	+$730K	0.56%	19

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stolz & Associates's SBUX Position: Q1 2026 in Review

Stolz & Associates sold out of Starbucks (SBUX) in Q1 2026, closing a stake of 8,652 shares — an estimated $729K sold.

Stolz & Associates first reported a position in SBUX in Q4 2025 and held it in 1 quarter. The position peaked at $729K in Q4 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Stolz & Associates reported no remaining Starbucks position as of Q1 2026 after selling out during the quarter.
Stolz & Associates sold 8,652 Starbucks shares in Q1 2026, an estimated $729K.
Stolz & Associates first reported a position in Starbucks in Q4 2025 and held it in 1 quarter.
Stolz & Associates's Starbucks position peaked at $729K in Q4 2025.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Stolz & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.