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Westshore Wealth’s Starbucks SBUX Stock Holding History

Westshore 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 		$380K Buy
4,236
+1,164
+38% +$110K 0.13% 63
2025
Q4 		$259K Sell
3,072
-988
-24% -$83.3K 0.09% 77
2025
Q3 		$343K Sell
4,060
-55
-1% -$4.92K 0.12% 71
2025
Q2 		$377K Buy
4,115
+3
+0.1% +$260 0.14% 61
2025
Q1 		$403K Sell
4,112
-112
-3% -$11.6K 0.17% 54
2024
Q4 		$385K Buy
4,224
+27
+0.6% +$2.61K 0.16% 51
2024
Q3 		$409K Sell
4,197
-324
-7% -$27.8K 0.17% 48
2024
Q2 		$352K Sell
4,521
-238
-5% -$19.4K 0.15% 52
2024
Q1 		$435K Buy
4,759
+2
+0% +$186 0.18% 45
2023
Q4 		$457K Sell
4,757
-57
-1% -$5.55K 0.21% 35
2023
Q3 		$439K Sell
4,814
-15
-0.3% -$1.47K 0.24% 32
2023
Q2 		$478K Buy
4,829
+39
+0.8% +$4.05K 0.24% 35
2023
Q1 		$499K Hold
4,790
– – 0.26% 40
2022
Q4 		$475K Sell
4,790
-21
-0.4% -$1.98K 0.27% 40
2022
Q3 		$405K Buy
4,811
+46
+1% +$3.91K 0.28% 37
2022
Q2 		$364K Buy
4,765
+59
+1% +$4.53K 0.24% 48
2022
Q1 		$428K Buy
4,706
+738
+19% +$69.6K 0.29% 45
2021
Q4 		$464K Hold
3,968
– – 0.32% 43
2021
Q3 		$438K Sell
3,968
-722
-15% -$84.5K 0.35% 40
2021
Q2 		$524K Buy
4,690
+600
+15% +$67.8K 0.27% 65
2021
Q1 		$447K Buy
+4,090
New +$429K 0.26% 70
2019
Q4 		$582K Buy
+6,617
New +$564K 0.64% 26

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

Westshore Wealth's SBUX Position: Q1 2026 in Review

Westshore Wealth increased its Starbucks (SBUX) stake by 38% in Q1 2026, buying an estimated $110K and bringing the position to 4,236 shares worth $380K. The position accounts for 0.13% of the portfolio, ranked #63.

Westshore Wealth first reported a position in SBUX in Q4 2019 and has held it in 22 quarters since. The position peaked at $582K in Q4 2019. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Westshore Wealth held 4,236 shares of Starbucks worth $380K as of Q1 2026.
  • Westshore Wealth bought 1,164 Starbucks shares in Q1 2026, an estimated $110K.
  • Starbucks made up 0.13% of Westshore Wealth's portfolio in Q1 2026, its #63 holding.
  • Westshore Wealth first reported a position in Starbucks in Q4 2019 and has held it in 22 quarters since.
  • Westshore Wealth's Starbucks position peaked at $582K in Q4 2019.
  • 2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.