SWP
SBUX icon

Strategic Wealth Partners’s Starbucks SBUX Stock Holding History

Strategic Wealth Partners’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 		$602K Sell
6,720
-152
-2% -$14.4K 0.04% 184
2025
Q4 		$579K Sell
6,872
-1,171
-15% -$98.8K 0.04% 189
2025
Q3 		$680K Sell
8,043
-448
-5% -$40.1K 0.05% 195
2025
Q2 		$778K Buy
+8,491
New +$736K 0.06% 171
2024
Q4 		$13.2M Buy
116,797
+27,428
+31% +$2.65M 1.09% 23
2024
Q3 		$8.71M Buy
89,369
+456
+0.5% +$39.1K 0.84% 32
2024
Q2 		$6.92M Buy
88,913
+23,013
+35% +$1.87M 0.72% 45
2024
Q1 		$6.02M Buy
65,900
+17,302
+36% +$1.61M 0.66% 53
2023
Q4 		$4.67M Buy
48,598
+10,326
+27% +$1.01M 0.58% 62
2023
Q3 		$3.49M Buy
38,272
+1,266
+3% +$124K 0.46% 65
2023
Q2 		$3.67M Buy
37,006
+3,470
+10% +$360K 0.47% 58
2023
Q1 		$3.49M Buy
33,536
+2,259
+7% +$235K 0.54% 51
2022
Q4 		$3.1M Buy
31,277
+6,969
+29% +$658K 0.58% 49
2022
Q3 		$2.05M Buy
+24,308
New +$2.07M 0.43% 79
2022
Q1 		– Sell
-4,398
Closed -$514K – 286
2021
Q4 		$514K Buy
4,398
+1,164
+36% +$131K 0.1% 190
2021
Q3 		$357K Buy
3,234
+1,340
+71% +$157K 0.1% 197
2021
Q2 		$212K Buy
+1,894
New +$214K 0.07% 217
2019
Q4 		– Sell
-816
Closed -$71K – 425
2019
Q3 		$71K Buy
816
+802
+5,729% +$74.4K 0.37% 74
2019
Q2 		$1K Sell
14
-30
-68% -$2.35K ﹤0.01% 718
2019
Q1 		$3K Sell
44
-3
-6% -$206 ﹤0.01% 708
2018
Q4 		$3K Buy
47
+14
+42% +$876 ﹤0.01% 623
2018
Q3 		$2K Sell
33
-1,800
-98% -$95.2K ﹤0.01% 612
2018
Q2 		$90K Buy
1,833
+50
+3% +$2.84K 0.05% 205
2018
Q1 		$103K Hold
1,783
– – 0.05% 190
2017
Q4 		$103K Buy
+1,783
New +$101K 0.06% 179

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

Strategic Wealth Partners's SBUX Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Starbucks (SBUX) stake by 2.2% in Q1 2026, selling an estimated $14.4K and leaving 6,720 shares worth $602K. The position accounts for 0.04% of the portfolio, ranked #184.

Strategic Wealth Partners first reported a position in SBUX in Q4 2017 and has held it in 25 quarters since. The position peaked at $13.2M in Q4 2024. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Strategic Wealth Partners held 6,720 shares of Starbucks worth $602K as of Q1 2026.
  • Strategic Wealth Partners sold 152 Starbucks shares in Q1 2026, an estimated $14.4K.
  • Starbucks made up 0.04% of Strategic Wealth Partners's portfolio in Q1 2026, its #184 holding.
  • Strategic Wealth Partners first reported a position in Starbucks in Q4 2017 and has held it in 25 quarters since.
  • Strategic Wealth Partners's Starbucks position peaked at $13.2M in Q4 2024.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.