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Triad Wealth Partners’s Starbucks SBUX Stock Holding History

Triad Wealth Partners’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 		$316K Sell
3,524
-103
-3% -$9.74K 0.03% 383
2025
Q4 		$305K Buy
3,627
+1,048
+41% +$88.4K 0.03% 381
2025
Q3 		$218K Buy
+2,579
New +$231K 0.03% 354
2024
Q3 		– Sell
-1,838
Closed -$143K – 731
2024
Q2 		$143K Buy
+1,838
New +$150K 0.08% 117

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

Triad Wealth Partners's SBUX Position: Q1 2026 in Review

Triad Wealth Partners reduced its Starbucks (SBUX) stake by 2.8% in Q1 2026, selling an estimated $9.74K and leaving 3,524 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #383.

Triad Wealth Partners first reported a position in SBUX in Q2 2024 and has held it in 4 quarters since. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Triad Wealth Partners held 3,524 shares of Starbucks worth $316K as of Q1 2026.
  • Triad Wealth Partners sold 103 Starbucks shares in Q1 2026, an estimated $9.74K.
  • Starbucks made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #383 holding.
  • Triad Wealth Partners first reported a position in Starbucks in Q2 2024 and has held it in 4 quarters since.
  • 2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.