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West Family Investments’s Starbucks SBUX Stock Holding History

West Family Investments’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 		$418K Sell
4,669
-58
-1% -$5.49K 0.15% 132
2025
Q4 		$398K Sell
4,727
-2,135
-31% -$180K 0.09% 215
2025
Q3 		$581K Buy
6,862
+58
+0.9% +$5.19K 0.13% 149
2025
Q2 		$623K Buy
6,804
+2,070
+44% +$179K 0.16% 130
2025
Q1 		$464K Buy
4,734
+403
+9% +$41.7K 0.17% 119
2024
Q4 		$395K Sell
4,331
-737
-15% -$71.3K 0.14% 149
2024
Q3 		$494K Buy
5,068
+909
+22% +$78K 0.17% 124
2024
Q2 		$324K Sell
4,159
-159
-4% -$12.9K 0.1% 164
2024
Q1 		$395K Hold
4,318
– – 0.12% 142
2023
Q4 		$415K Hold
4,318
– – 0.14% 115
2023
Q3 		$394K Hold
4,318
– – 0.14% 117
2023
Q2 		$428K Hold
4,318
– – 0.17% 112
2023
Q1 		$450K Hold
4,318
– – 0.18% 91
2022
Q4 		$428K Hold
4,318
– – 0.15% 113
2022
Q3 		$364K Buy
4,318
+101
+2% +$8.58K 0.15% 128
2022
Q2 		$322K Buy
4,217
+993
+31% +$76.3K 0.13% 139
2022
Q1 		$293K Buy
3,224
+52
+2% +$4.91K 0.08% 195
2021
Q4 		$371K Sell
3,172
-1,531
-33% -$173K 0.1% 168
2021
Q3 		$519K Buy
4,703
+281
+6% +$32.9K 0.13% 131
2021
Q2 		$494K Buy
+4,422
New +$500K 0.13% 135

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

West Family Investments's SBUX Position: Q1 2026 in Review

West Family Investments reduced its Starbucks (SBUX) stake by 1.2% in Q1 2026, selling an estimated $5.49K and leaving 4,669 shares worth $418K. The position accounts for 0.15% of the portfolio, ranked #132.

West Family Investments first reported a position in SBUX in Q2 2021 and has held it in 20 quarters since. The position peaked at $623K in Q2 2025. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • West Family Investments held 4,669 shares of Starbucks worth $418K as of Q1 2026.
  • West Family Investments sold 58 Starbucks shares in Q1 2026, an estimated $5.49K.
  • Starbucks made up 0.15% of West Family Investments's portfolio in Q1 2026, its #132 holding.
  • West Family Investments first reported a position in Starbucks in Q2 2021 and has held it in 20 quarters since.
  • West Family Investments's Starbucks position peaked at $623K in Q2 2025.
  • 2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.