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Whipplewood Advisors’s Starbucks SBUX Stock Holding History

Whipplewood Advisors’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 		$12.7K Buy
142
+129
+992% +$12.2K 0.01% 449
2025
Q4 		$1.09K Buy
+13
New +$1.1K ﹤0.01% 399
2025
Q3 		– Sell
-184
Closed -$16.9K – 999
2025
Q2 		$16.9K Sell
184
-969
-84% -$84K 0.01% 494
2025
Q1 		$22K Buy
1,153
+969
+527% +$100K 0.01% 439
2024
Q4 		$16.8K Buy
+184
New +$17.8K 0.01% 471

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

Whipplewood Advisors's SBUX Position: Q1 2026 in Review

Whipplewood Advisors increased its Starbucks (SBUX) stake by 992% in Q1 2026, buying an estimated $12.2K and bringing the position to 142 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #449.

Whipplewood Advisors first reported a position in SBUX in Q4 2024 and has held it in 5 quarters since. The position peaked at $22K in Q1 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Whipplewood Advisors held 142 shares of Starbucks worth $12.7K as of Q1 2026.
  • Whipplewood Advisors bought 129 Starbucks shares in Q1 2026, an estimated $12.2K.
  • Starbucks made up 0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #449 holding.
  • Whipplewood Advisors first reported a position in Starbucks in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Starbucks position peaked at $22K in Q1 2025.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.