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Tradition Wealth Management’s Starbucks SBUX Stock Holding History

Tradition Wealth 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 		$243K Buy
2,717
+108
+4% +$10.2K 0.02% 427
2025
Q4 		$220K Sell
2,609
-66
-2% -$5.57K 0.02% 447
2025
Q3 		$226K Sell
2,675
-194
-7% -$17.4K 0.02% 429
2025
Q2 		$263K Buy
2,869
+727
+34% +$63K 0.02% 383
2025
Q1 		$210K Buy
+2,142
New +$221K 0.02% 400
2024
Q4 		– Sell
-2,120
Closed -$207K – 440
2024
Q3 		$207K Sell
2,120
-478
-18% -$41K 0.02% 388
2024
Q2 		$202K Sell
2,598
-248
-9% -$20.2K 0.02% 383
2024
Q1 		$260K Buy
2,846
+9
+0.3% +$837 0.03% 325
2023
Q4 		$272K Buy
2,837
+309
+12% +$30.1K 0.03% 287
2023
Q3 		$231K Buy
2,528
+58
+2% +$5.69K 0.03% 287
2023
Q2 		$245K Sell
2,470
-278
-10% -$28.9K 0.03% 279
2023
Q1 		$286K Buy
2,748
+629
+30% +$65.5K 0.04% 246
2022
Q4 		$210K Buy
2,119
+659
+45% +$62.2K 0.03% 259
2022
Q3 		$123K Buy
1,460
+1,071
+275% +$91K 0.02% 327
2022
Q2 		$30K Buy
389
+91
+31% +$6.99K ﹤0.01% 572
2022
Q1 		$27K Sell
298
-460
-61% -$43.4K ﹤0.01% 648
2021
Q4 		$89K Sell
758
-35
-4% -$3.95K 0.01% 426
2021
Q3 		$87K Buy
793
+1
+0.1% +$117 0.01% 394
2021
Q2 		$89K Sell
792
-4,026
-84% -$455K 0.01% 411
2021
Q1 		$526K Sell
4,818
-500
-9% -$52.5K 0.09% 153
2020
Q4 		$569K Buy
+5,318
New +$508K 0.11% 137

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

Tradition Wealth Management's SBUX Position: Q1 2026 in Review

Tradition Wealth Management increased its Starbucks (SBUX) stake by 4.1% in Q1 2026, buying an estimated $10.2K and bringing the position to 2,717 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #427.

Tradition Wealth Management first reported a position in SBUX in Q4 2020 and has held it in 21 quarters since. The position peaked at $569K in Q4 2020. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Tradition Wealth Management held 2,717 shares of Starbucks worth $243K as of Q1 2026.
  • Tradition Wealth Management bought 108 Starbucks shares in Q1 2026, an estimated $10.2K.
  • Starbucks made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #427 holding.
  • Tradition Wealth Management first reported a position in Starbucks in Q4 2020 and has held it in 21 quarters since.
  • Tradition Wealth Management's Starbucks position peaked at $569K in Q4 2020.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.