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TFC Financial Management’s Starbucks SBUX Stock Holding History

TFC Financial 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 		$5.85K Buy
65
+5
+8% +$473 ﹤0.01% 439
2025
Q4 		$5.07K Hold
60
– – ﹤0.01% 447
2025
Q3 		$5.1K Buy
60
+9
+18% +$806 ﹤0.01% 457
2025
Q2 		$4.7K Sell
51
-14
-22% -$1.21K ﹤0.01% 427
2025
Q1 		$6.4K Hold
65
– – ﹤0.01% 388
2024
Q4 		$5.95K Hold
65
– – ﹤0.01% 397
2024
Q3 		$6.36K Buy
65
+20
+44% +$1.72K ﹤0.01% 396
2024
Q2 		$3.52K Sell
45
-6
-12% -$489 ﹤0.01% 427
2024
Q1 		$4.68K Sell
51
-12
-19% -$1.12K ﹤0.01% 391
2023
Q4 		$6.07K Sell
63
-248
-80% -$24.1K ﹤0.01% 367
2023
Q3 		$28.3K Buy
311
+2
+0.6% +$196 0.01% 259
2023
Q2 		$30.6K Sell
309
-355
-53% -$36.8K 0.01% 254
2023
Q1 		$69.1K Buy
664
+14
+2% +$1.46K 0.02% 197
2022
Q4 		$64.4K Buy
650
+367
+130% +$34.6K 0.02% 187
2022
Q3 		$24K Sell
283
-136
-32% -$11.6K 0.01% 243
2022
Q2 		$32K Hold
419
– – 0.01% 222
2022
Q1 		$38K Buy
419
+35
+9% +$3.3K 0.01% 218
2021
Q4 		$45K Hold
384
– – 0.01% 222
2021
Q3 		$42K Hold
384
– – 0.01% 218
2021
Q2 		$43K Sell
384
-79
-17% -$8.93K 0.01% 214
2021
Q1 		$51K Hold
463
– – 0.02% 192
2020
Q4 		$50K Buy
463
+297
+179% +$28.4K 0.02% 192
2020
Q3 		$14K Buy
+166
New +$13.2K 0.01% 268

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

TFC Financial Management's SBUX Position: Q1 2026 in Review

TFC Financial Management increased its Starbucks (SBUX) stake by 8.3% in Q1 2026, buying an estimated $473 and bringing the position to 65 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

TFC Financial Management first reported a position in SBUX in Q3 2020 and has held it in 23 quarters since. The position peaked at $69.1K in Q1 2023. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • TFC Financial Management held 65 shares of Starbucks worth $5.85K as of Q1 2026.
  • TFC Financial Management bought 5 Starbucks shares in Q1 2026, an estimated $473.
  • Starbucks made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #439 holding.
  • TFC Financial Management first reported a position in Starbucks in Q3 2020 and has held it in 23 quarters since.
  • TFC Financial Management's Starbucks position peaked at $69.1K in Q1 2023.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.