Strait & Sound Wealth Management’s Starbucks SBUX Stock Holding History

Strait & Sound Wealth 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	$736K	Sell	8,211 -239	-3%	-$22.6K	0.27%	77
2025 Q4	$712K	Sell	8,450 -110	-1%	-$9.28K	0.26%	74
2025 Q3	$724K	Sell	8,560 -70	-0.8%	-$6.27K	0.28%	71
2025 Q2	$791K	Sell	8,630 -443	-5%	-$38.4K	0.34%	66
2025 Q1	$890K	Sell	9,073 -799	-8%	-$82.6K	0.41%	55
2024 Q4	$901K	Sell	9,872 -738	-7%	-$71.4K	0.42%	43
2024 Q3	$1.03M	Sell	10,610 -1,452	-12%	-$125K	0.5%	36
2024 Q2	$939K	Buy	12,062 +5,878	+95%	+$479K	0.48%	38
2024 Q1	$531K	Sell	6,184 -194	-3%	-$18K	0.3%	53
2023 Q4	$585K	Sell	6,378 -136	-2%	-$13.2K	0.37%	47
2023 Q3	$595K	Buy	6,514 +701	+12%	+$68.8K	0.51%	41
2023 Q2	$576K	Sell	5,813 -59	-1%	-$6.12K	0.57%	38
2023 Q1	$611K	Buy	5,872 +98	+2%	+$10.2K	0.61%	41
2022 Q4	$616K	Buy	+5,774	New	+$545K	0.67%	37

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

Strait & Sound Wealth Management's SBUX Position: Q1 2026 in Review

Strait & Sound Wealth Management reduced its Starbucks (SBUX) stake by 2.8% in Q1 2026, selling an estimated $22.6K and leaving 8,211 shares worth $736K. The position accounts for 0.27% of the portfolio, ranked #77.

Strait & Sound Wealth Management first reported a position in SBUX in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.03M in Q3 2024. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Strait & Sound Wealth Management held 8,211 shares of Starbucks worth $736K as of Q1 2026.
Strait & Sound Wealth Management sold 239 Starbucks shares in Q1 2026, an estimated $22.6K.
Starbucks made up 0.27% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #77 holding.
Strait & Sound Wealth Management first reported a position in Starbucks in Q4 2022 and has held it in 14 quarters since.
Strait & Sound Wealth Management's Starbucks position peaked at $1.03M in Q3 2024.
2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.