Xcel Wealth Management’s Starbucks SBUX Stock Holding History

Xcel Wealth Management’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	$332K	Sell	3,702 -897	-20%	-$84.9K	0.09%	118
2025 Q4	$387K	Sell	4,599 -3,711	-45%	-$313K	0.1%	115
2025 Q3	$703K	Sell	8,310 -2,204	-21%	-$197K	0.18%	85
2025 Q2	$963K	Buy	10,514 +5,560	+112%	+$482K	0.27%	67
2025 Q1	$486K	Buy	4,954 +189	+4%	+$19.5K	0.15%	93
2024 Q4	$435K	Hold	4,765	–	–	0.12%	93
2024 Q3	$465K	Buy	+4,765	New	+$409K	0.14%	88
2022 Q1	–	Sell	-18,990	Closed	-$2.22M	–	146
2021 Q4	$2.22M	Sell	18,990 -12	-0.1%	-$1.35K	0.57%	53
2021 Q3	$2.1M	Buy	19,002 +135	+0.7%	+$15.8K	0.61%	48
2021 Q2	$2.11M	Sell	18,867 -35	-0.2%	-$3.96K	0.64%	45
2021 Q1	$2.06M	Buy	18,902 +27	+0.1%	+$2.83K	0.74%	38
2020 Q4	$2.02M	Buy	18,875 +1	+0%	+$95	0.87%	36
2020 Q3	$1.62M	Buy	18,874 +10,180	+117%	+$812K	0.83%	35
2020 Q2	$639K	Buy	+8,694	New	+$653K	0.4%	53

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

Xcel Wealth Management's SBUX Position: Q1 2026 in Review

Xcel Wealth Management reduced its Starbucks (SBUX) stake by 20% in Q1 2026, selling an estimated $84.9K and leaving 3,702 shares worth $332K. The position accounts for 0.09% of the portfolio, ranked #118.

Xcel Wealth Management first reported a position in SBUX in Q2 2020 and has held it in 14 quarters since. The position peaked at $2.22M in Q4 2021. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Xcel Wealth Management held 3,702 shares of Starbucks worth $332K as of Q1 2026.
Xcel Wealth Management sold 897 Starbucks shares in Q1 2026, an estimated $84.9K.
Starbucks made up 0.09% of Xcel Wealth Management's portfolio in Q1 2026, its #118 holding.
Xcel Wealth Management first reported a position in Starbucks in Q2 2020 and has held it in 14 quarters since.
Xcel Wealth Management's Starbucks position peaked at $2.22M in Q4 2021.
2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.