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Synergy Financial Group’s Starbucks SBUX Stock Holding History

Synergy Financial Group’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 		$684K Buy
7,636
+136
+2% +$12.9K 0.51% 38
2025
Q4 		$632K Sell
7,500
-398
-5% -$33.6K 0.44% 42
2025
Q3 		$668K Sell
7,898
-290
-4% -$26K 0.45% 42
2025
Q2 		$750K Sell
8,188
-835
-9% -$72.4K 0.55% 38
2025
Q1 		$885K Buy
9,023
+35
+0.4% +$3.62K 0.79% 31
2024
Q4 		$820K Sell
8,988
-444
-5% -$43K 0.68% 34
2024
Q3 		$920K Sell
9,432
-256
-3% -$22K 0.87% 27
2024
Q2 		$754K Sell
9,688
-561
-5% -$45.7K 0.79% 31
2024
Q1 		$937K Sell
10,249
-114
-1% -$10.6K 1.06% 22
2023
Q4 		$995K Sell
10,363
-192
-2% -$18.7K 1.22% 18
2023
Q3 		$963K Sell
10,555
-6
-0.1% -$589 1.34% 19
2023
Q2 		$1.05M Buy
10,561
+515
+5% +$53.5K 1.41% 19
2023
Q1 		$1.05M Sell
10,046
-1,025
-9% -$107K 1.7% 16
2022
Q4 		$1.1M Sell
11,071
-1,462
-12% -$138K 2.17% 12
2022
Q3 		$1.06M Buy
12,533
+773
+7% +$65.7K 1.58% 17
2022
Q2 		$898K Buy
11,760
+469
+4% +$36K 1.41% 22
2022
Q1 		$1.03M Buy
11,291
+711
+7% +$67.1K 1.08% 28
2021
Q4 		$1.24M Buy
+10,580
New +$1.19M 1.11% 24

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

Synergy Financial Group's SBUX Position: Q1 2026 in Review

Synergy Financial Group increased its Starbucks (SBUX) stake by 1.8% in Q1 2026, buying an estimated $12.9K and bringing the position to 7,636 shares worth $684K. The position accounts for 0.51% of the portfolio, ranked #38.

Synergy Financial Group first reported a position in SBUX in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.24M in Q4 2021. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Synergy Financial Group held 7,636 shares of Starbucks worth $684K as of Q1 2026.
  • Synergy Financial Group bought 136 Starbucks shares in Q1 2026, an estimated $12.9K.
  • Starbucks made up 0.51% of Synergy Financial Group's portfolio in Q1 2026, its #38 holding.
  • Synergy Financial Group first reported a position in Starbucks in Q4 2021 and has held it in 18 quarters since.
  • Synergy Financial Group's Starbucks position peaked at $1.24M in Q4 2021.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.