TrueWealth Financial Partners’s Starbucks SBUX Stock Holding History

TrueWealth Financial 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	$318K	Buy	+3,544	New	+$335K	0.13%	46

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

TrueWealth Financial Partners's SBUX Position: Q1 2026 in Review

TrueWealth Financial Partners opened a new position in Starbucks (SBUX) in Q1 2026: 3,544 shares worth $318K. The stake represents 0.13% of the portfolio and ranks #46 among its holdings.

2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

TrueWealth Financial Partners held 3,544 shares of Starbucks worth $318K as of Q1 2026.
Starbucks was a new TrueWealth Financial Partners position in Q1 2026.
Starbucks made up 0.13% of TrueWealth Financial Partners's portfolio in Q1 2026, its #46 holding.
2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.