TritonPoint Wealth’s Starbucks SBUX Stock Holding History

TritonPoint 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	$5.62M	Sell	62,737 -2,155	-3%	-$204K	0.6%	44
2025 Q4	$5.46M	Sell	64,892 -8,976	-12%	-$757K	0.55%	45
2025 Q3	$6.25M	Buy	73,868 +1,696	+2%	+$152K	0.54%	46
2025 Q2	$6.61M	Sell	72,172 -4,056	-5%	-$351K	0.61%	43
2025 Q1	$7.48M	Buy	76,228 +962	+1%	+$99.4K	0.71%	39
2024 Q4	$6.87M	Sell	75,266 -196	-0.3%	-$19K	0.62%	42
2024 Q3	$7.35M	Sell	75,462 -4,092	-5%	-$351K	0.67%	39
2024 Q2	$6.19M	Sell	79,554 -6,838	-8%	-$557K	0.6%	45
2024 Q1	$8.36M	Sell	86,392 -7,754	-8%	-$721K	0.87%	27
2023 Q4	$9.04M	Buy	+94,146	New	+$9.16M	0.88%	27

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TritonPoint Wealth's SBUX Position: Q1 2026 in Review

TritonPoint Wealth reduced its Starbucks (SBUX) stake by 3.3% in Q1 2026, selling an estimated $204K and leaving 62,737 shares worth $5.62M. The position accounts for 0.6% of the portfolio, ranked #44.

TritonPoint Wealth first reported a position in SBUX in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.04M in Q4 2023. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

TritonPoint Wealth held 62,737 shares of Starbucks worth $5.62M as of Q1 2026.
TritonPoint Wealth sold 2,155 Starbucks shares in Q1 2026, an estimated $204K.
Starbucks made up 0.6% of TritonPoint Wealth's portfolio in Q1 2026, its #44 holding.
TritonPoint Wealth first reported a position in Starbucks in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Starbucks position peaked at $9.04M in Q4 2023.
2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.