WFA of San Diego’s Starbucks SBUX Stock Holding History

WFA of San Diego’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	$18.6K	Sell	208 -10	-5%	-$946	0.02%	257
2025 Q4	$18.4K	Hold	218	–	–	0.01%	270
2025 Q3	$18.4K	Hold	218	–	–	0.01%	282
2025 Q2	$20K	Buy	+218	New	+$18.9K	0.01%	273
2024 Q3	$32.2K	Buy	330 +80	+32%	+$6.86K	0.03%	213
2024 Q2	$19.5K	Buy	+250	New	+$20.4K	0.02%	244
2023 Q3	$22.8K	Sell	250 -48	-16%	-$4.71K	0.02%	230
2023 Q2	$29.5K	Buy	+298	New	+$30.9K	0.03%	210
2023 Q1	–	Sell	-378	Closed	-$37.5K	–	349
2022 Q4	$37.5K	Buy	+378	New	+$35.7K	0.03%	221
2022 Q3	–	Sell	-425	Closed	-$32K	–	331
2022 Q2	$32K	Buy	+425	New	+$32.6K	0.03%	192
2022 Q1	–	Sell	-1,110	Closed	-$130K	–	144
2021 Q4	$130K	Buy	+1,110	New	+$125K	0.08%	146
2020 Q3	–	Sell	-28,726	Closed	-$2.65M	–	211
2020 Q2	$2.65M	Buy	+28,726	New	+$2.16M	0.62%	29

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

WFA of San Diego's SBUX Position: Q1 2026 in Review

WFA of San Diego reduced its Starbucks (SBUX) stake by 4.6% in Q1 2026, selling an estimated $946 and leaving 208 shares worth $18.6K. The position accounts for 0.02% of the portfolio, ranked #257.

WFA of San Diego first reported a position in SBUX in Q2 2020 and has held it in 12 quarters since. The position peaked at $2.65M in Q2 2020. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

WFA of San Diego held 208 shares of Starbucks worth $18.6K as of Q1 2026.
WFA of San Diego sold 10 Starbucks shares in Q1 2026, an estimated $946.
Starbucks made up 0.02% of WFA of San Diego's portfolio in Q1 2026, its #257 holding.
WFA of San Diego first reported a position in Starbucks in Q2 2020 and has held it in 12 quarters since.
WFA of San Diego's Starbucks position peaked at $2.65M in Q2 2020.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.