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Summit Wealth Group (Colorado)’s Starbucks SBUX Stock Holding History

Summit Wealth Group (Colorado)’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 		$297K Buy
3,311
+598
+22% +$56.6K 0.03% 262
2025
Q4 		$228K Buy
+2,713
New +$229K 0.03% 251
2025
Q3 		– Sell
-2,881
Closed -$264K – 414
2025
Q2 		$264K Buy
+2,881
New +$250K 0.07% 196

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

Summit Wealth Group (Colorado)'s SBUX Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Starbucks (SBUX) stake by 22% in Q1 2026, buying an estimated $56.6K and bringing the position to 3,311 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #262.

Summit Wealth Group (Colorado) first reported a position in SBUX in Q2 2025 and has held it in 3 quarters since. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Summit Wealth Group (Colorado) held 3,311 shares of Starbucks worth $297K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 598 Starbucks shares in Q1 2026, an estimated $56.6K.
  • Starbucks made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #262 holding.
  • Summit Wealth Group (Colorado) first reported a position in Starbucks in Q2 2025 and has held it in 3 quarters since.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.