Valley Wealth Managers’s Starbucks SBUX Stock Holding History

Valley Wealth Managers’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	$4.55M	Buy	50,822 +612	+1%	+$57.9K	0.29%	79
2025 Q4	$4.23M	Buy	50,210 +1,513	+3%	+$128K	0.27%	83
2025 Q3	$4.12M	Buy	48,697 +1,829	+4%	+$164K	0.27%	84
2025 Q2	$4.29M	Buy	46,868 +1,662	+4%	+$144K	0.31%	70
2025 Q1	$4.43M	Sell	45,206 -372	-0.8%	-$38.5K	0.34%	63
2024 Q4	$4.16M	Sell	45,578 -6,089	-12%	-$589K	0.31%	66
2024 Q3	$5.04M	Buy	51,667 +1,192	+2%	+$102K	0.37%	56
2024 Q2	$3.93M	Buy	50,475 +4,907	+11%	+$400K	0.31%	77
2024 Q1	$4.16M	Buy	+45,568	New	+$4.24M	0.31%	73
2022 Q4	–	Sell	-29	Closed	-$2.74K	–	441
2022 Q3	$2K	Hold	29	–	–	﹤0.01%	377
2022 Q2	$2K	Buy	+29	New	+$2.23K	﹤0.01%	391

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

Valley Wealth Managers's SBUX Position: Q1 2026 in Review

Valley Wealth Managers increased its Starbucks (SBUX) stake by 1.2% in Q1 2026, buying an estimated $57.9K and bringing the position to 50,822 shares worth $4.55M. The position accounts for 0.29% of the portfolio, ranked #79.

Valley Wealth Managers first reported a position in SBUX in Q2 2022 and has held it in 11 quarters since. The position peaked at $5.04M in Q3 2024. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Valley Wealth Managers held 50,822 shares of Starbucks worth $4.55M as of Q1 2026.
Valley Wealth Managers bought 612 Starbucks shares in Q1 2026, an estimated $57.9K.
Starbucks made up 0.29% of Valley Wealth Managers's portfolio in Q1 2026, its #79 holding.
Valley Wealth Managers first reported a position in Starbucks in Q2 2022 and has held it in 11 quarters since.
Valley Wealth Managers's Starbucks position peaked at $5.04M in Q3 2024.
2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.