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Turning Point Benefit Group’s Starbucks SBUX Stock Holding History

Turning Point Benefit Group’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 		– Sell
-32
Closed -$2.69K – 660
2025
Q4 		$2.69K Buy
32
+13
+68% +$1.1K ﹤0.01% 398
2025
Q3 		$1.6K Buy
+19
New +$1.7K ﹤0.01% 335

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

Turning Point Benefit Group's SBUX Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Starbucks (SBUX) in Q1 2026, closing a stake of 32 shares — an estimated $2.69K sold.

Turning Point Benefit Group first reported a position in SBUX in Q3 2025 and held it in 2 quarters. The position peaked at $2.69K in Q4 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Starbucks position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 32 Starbucks shares in Q1 2026, an estimated $2.69K.
  • Turning Point Benefit Group first reported a position in Starbucks in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Starbucks position peaked at $2.69K in Q4 2025.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.