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WealthShield Partners’s Starbucks SBUX Stock Holding History

WealthShield 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 		$287K Buy
3,203
+17
+0.5% +$1.61K 0.03% 301
2025
Q4 		$268K Sell
3,186
-1,168
-27% -$98.5K 0.03% 300
2025
Q3 		$368K Sell
4,354
-217
-5% -$19.4K 0.04% 262
2025
Q2 		$419K Buy
4,571
+467
+11% +$40.5K 0.05% 250
2025
Q1 		$403K Buy
4,104
+1,039
+34% +$107K 0.05% 239
2024
Q4 		$280K Buy
3,065
+404
+15% +$39.1K 0.04% 254
2024
Q3 		$259K Buy
+2,661
New +$228K 0.04% 260
2024
Q2 		– Sell
-2,308
Closed -$211K – 485
2024
Q1 		$211K Sell
2,308
-264
-10% -$24.6K 0.03% 267
2023
Q4 		$247K Buy
2,572
+312
+14% +$30.4K 0.04% 256
2023
Q3 		$206K Buy
2,260
+2
+0.1% +$196 0.03% 288
2023
Q2 		$224K Buy
2,258
+2
+0.1% +$208 0.03% 280
2023
Q1 		$235K Sell
2,256
-74
-3% -$7.7K 0.04% 276
2022
Q4 		$231K Buy
+2,330
New +$220K 0.04% 269
2021
Q3 		– Sell
-2,008
Closed -$225K – 631
2021
Q2 		$225K Buy
2,008
+201
+11% +$22.7K 0.04% 245
2021
Q1 		$197K Sell
1,807
-449
-20% -$47.1K 0.04% 258
2020
Q4 		$241K Buy
+2,256
New +$215K 0.04% 261

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

WealthShield Partners's SBUX Position: Q1 2026 in Review

WealthShield Partners increased its Starbucks (SBUX) stake by 0.53% in Q1 2026, buying an estimated $1.61K and bringing the position to 3,203 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #301.

WealthShield Partners first reported a position in SBUX in Q4 2020 and has held it in 16 quarters since. The position peaked at $419K in Q2 2025. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • WealthShield Partners held 3,203 shares of Starbucks worth $287K as of Q1 2026.
  • WealthShield Partners bought 17 Starbucks shares in Q1 2026, an estimated $1.61K.
  • Starbucks made up 0.03% of WealthShield Partners's portfolio in Q1 2026, its #301 holding.
  • WealthShield Partners first reported a position in Starbucks in Q4 2020 and has held it in 16 quarters since.
  • WealthShield Partners's Starbucks position peaked at $419K in Q2 2025.
  • 2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.