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Twin City Private Wealth’s Starbucks SBUX Stock Holding History

Twin City Private 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 		$2.55M Buy
28,484
+1,510
+6% +$143K 1.94% 15
2025
Q4 		$2.27M Buy
26,974
+511
+2% +$43.1K 1.72% 19
2025
Q3 		$2.24M Buy
26,463
+2,882
+12% +$258K 1.75% 19
2025
Q2 		$2.16M Sell
23,581
-1,672
-7% -$145K 1.77% 19
2025
Q1 		$2.48M Sell
25,253
-1,961
-7% -$203K 2.18% 11
2024
Q4 		$2.48M Buy
27,214
+1,420
+6% +$137K 2.2% 10
2024
Q3 		$2.51M Buy
25,794
+792
+3% +$68K 2.18% 9
2024
Q2 		$1.95M Buy
25,002
+1,299
+5% +$106K 1.84% 17
2024
Q1 		$2.17M Buy
+23,703
New +$2.2M 2.13% 10

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

Twin City Private Wealth's SBUX Position: Q1 2026 in Review

Twin City Private Wealth increased its Starbucks (SBUX) stake by 5.6% in Q1 2026, buying an estimated $143K and bringing the position to 28,484 shares worth $2.55M. The position accounts for 1.94% of the portfolio, ranked #15.

Twin City Private Wealth first reported a position in SBUX in Q1 2024 and has held it in 9 quarters since. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Twin City Private Wealth held 28,484 shares of Starbucks worth $2.55M as of Q1 2026.
  • Twin City Private Wealth bought 1,510 Starbucks shares in Q1 2026, an estimated $143K.
  • Starbucks made up 1.94% of Twin City Private Wealth's portfolio in Q1 2026, its #15 holding.
  • Twin City Private Wealth first reported a position in Starbucks in Q1 2024 and has held it in 9 quarters since.
  • 2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.