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Tred Avon Family Wealth’s Starbucks SBUX Stock Holding History

Tred Avon Family Wealth’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 		$250K Sell
2,793
-73
-3% -$6.91K 0.08% 243
2025
Q4 		$241K Sell
2,866
-3,262
-53% -$275K 0.08% 234
2025
Q3 		$518K Buy
+6,128
New +$549K 0.18% 146

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

Tred Avon Family Wealth's SBUX Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Starbucks (SBUX) stake by 2.5% in Q1 2026, selling an estimated $6.91K and leaving 2,793 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #243.

Tred Avon Family Wealth first reported a position in SBUX in Q3 2025 and has held it in 3 quarters since. The position peaked at $518K in Q3 2025. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Tred Avon Family Wealth held 2,793 shares of Starbucks worth $250K as of Q1 2026.
  • Tred Avon Family Wealth sold 73 Starbucks shares in Q1 2026, an estimated $6.91K.
  • Starbucks made up 0.08% of Tred Avon Family Wealth's portfolio in Q1 2026, its #243 holding.
  • Tred Avon Family Wealth first reported a position in Starbucks in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Starbucks position peaked at $518K in Q3 2025.
  • 2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.