Sweeney & Michel’s Starbucks SBUX Stock Holding History

Sweeney & Michel’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	$484K	Buy	4,963 +14	+0.3%	+$1.32K	0.14%	95
2025 Q4	$491K	Sell	4,949 -142	-3%	-$12K	0.14%	94
2025 Q3	$399K	Sell	5,091 -575	-10%	-$51.5K	0.13%	97
2025 Q2	$538K	Buy	5,666 +126	+2%	+$10.9K	0.19%	80
2025 Q1	$442K	Buy	+5,540	New	+$573K	0.19%	78
2024 Q3	$539K	Buy	5,564 +11	+0.2%	+$944	0.21%	72
2024 Q2	$404K	Sell	5,553 -1,237	-18%	-$101K	0.17%	80
2024 Q1	$514K	Buy	+6,790	New	+$632K	0.23%	65
2023 Q3	$755K	Buy	7,241 +125	+2%	+$12.3K	0.4%	46
2023 Q2	$717K	Buy	7,116 +100	+1%	+$10.4K	0.37%	46
2023 Q1	$689K	Buy	+7,016	New	+$730K	0.37%	47

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

Sweeney & Michel's SBUX Position: Q1 2026 in Review

Sweeney & Michel increased its Starbucks (SBUX) stake by 0.28% in Q1 2026, buying an estimated $1.32K and bringing the position to 4,963 shares worth $484K. The position accounts for 0.14% of the portfolio, ranked #95.

Sweeney & Michel first reported a position in SBUX in Q1 2023 and has held it in 11 quarters since. The position peaked at $755K in Q3 2023. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Sweeney & Michel held 4,963 shares of Starbucks worth $484K as of Q1 2026.
Sweeney & Michel bought 14 Starbucks shares in Q1 2026, an estimated $1.32K.
Starbucks made up 0.14% of Sweeney & Michel's portfolio in Q1 2026, its #95 holding.
Sweeney & Michel first reported a position in Starbucks in Q1 2023 and has held it in 11 quarters since.
Sweeney & Michel's Starbucks position peaked at $755K in Q3 2023.
2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.