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Wayfinding Financial’s Starbucks SBUX Stock Holding History

Wayfinding Financial’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 		$1.25M Sell
14,011
-6,694
-32% -$633K 0.54% 37
2025
Q4 		$1.74M Sell
20,705
-2,222
-10% -$187K 0.74% 29
2025
Q3 		$1.94M Buy
22,927
+42
+0.2% +$3.76K 0.83% 29
2025
Q2 		$2.05M Buy
22,885
+960
+4% +$83.2K 0.92% 28
2025
Q1 		$2.15M Sell
21,925
-455
-2% -$47K 0.94% 24
2024
Q4 		$2.04M Sell
22,380
-448
-2% -$43.3K 1.09% 22
2024
Q3 		$2.23M Sell
22,828
-1,177
-5% -$101K 1.65% 20
2024
Q2 		$1.87M Sell
24,005
-2,660
-10% -$217K 1.05% 23
2024
Q1 		$1.96M Sell
26,665
-657
-2% -$61.1K 1.15% 22
2023
Q4 		$2.62M Buy
27,322
+312
+1% +$30.4K 1.79% 13
2023
Q3 		$2.46M Buy
27,010
+853
+3% +$83.7K 1.86% 12
2023
Q2 		$2.65M Sell
26,157
-6,173
-19% -$641K 1.84% 12
2023
Q1 		$3.37M Sell
32,330
-1,076
-3% -$112K 2.56% 9
2022
Q4 		$3.18M Buy
33,406
+1,045
+3% +$98.6K 2.55% 10
2022
Q3 		$2.73M Sell
32,361
-45
-0.1% -$3.82K 2.54% 10
2022
Q2 		$2.48M Sell
32,406
-758
-2% -$58.2K 2.17% 11
2022
Q1 		$2.54M Sell
33,164
-242
-0.7% -$22.8K 2.12% 11
2021
Q4 		$3.18M Buy
+33,406
New +$3.77M 2.55% 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

Wayfinding Financial's SBUX Position: Q1 2026 in Review

Wayfinding Financial reduced its Starbucks (SBUX) stake by 32% in Q1 2026, selling an estimated $633K and leaving 14,011 shares worth $1.25M. The position accounts for 0.54% of the portfolio, ranked #37.

Wayfinding Financial first reported a position in SBUX in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.37M in Q1 2023. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Wayfinding Financial held 14,011 shares of Starbucks worth $1.25M as of Q1 2026.
  • Wayfinding Financial sold 6,694 Starbucks shares in Q1 2026, an estimated $633K.
  • Starbucks made up 0.54% of Wayfinding Financial's portfolio in Q1 2026, its #37 holding.
  • Wayfinding Financial first reported a position in Starbucks in Q4 2021 and has held it in 18 quarters since.
  • Wayfinding Financial's Starbucks position peaked at $3.37M in Q1 2023.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.