ZF
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Zhang Financial’s Starbucks SBUX Stock Holding History

Zhang Financial’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 		$252K Sell
2,812
-60
-2% -$5.68K 0.01% 327
2025
Q4 		$242K Buy
2,872
+1
+0% +$84 0.01% 307
2025
Q3 		$243K Sell
2,871
-10
-0.3% -$895 0.01% 285
2025
Q2 		$264K Buy
2,881
+12
+0.4% +$1.04K 0.01% 256
2025
Q1 		$281K Sell
2,869
-247
-8% -$25.5K 0.01% 251
2024
Q4 		$284K Buy
3,116
+170
+6% +$16.4K 0.02% 242
2024
Q3 		$287K Buy
2,946
+55
+2% +$4.72K 0.02% 233
2024
Q2 		$225K Sell
2,891
-881
-23% -$71.7K 0.02% 246
2024
Q1 		$345K Hold
3,772
– – 0.03% 213
2023
Q4 		$362K Sell
3,772
-58
-2% -$5.64K 0.03% 206
2023
Q3 		$350K Hold
3,830
– – 0.04% 190
2023
Q2 		$379K Sell
3,830
-402
-9% -$41.7K 0.04% 184
2023
Q1 		$441K Buy
4,232
+5
+0.1% +$520 0.05% 164
2022
Q4 		$419K Sell
4,227
-316
-7% -$29.8K 0.05% 158
2022
Q3 		$383K Buy
4,543
+389
+9% +$33K 0.06% 152
2022
Q2 		$317K Sell
4,154
-306
-7% -$23.5K 0.05% 176
2022
Q1 		$406K Sell
4,460
-1,944
-30% -$183K 0.07% 156
2021
Q4 		$749K Buy
6,404
+106
+2% +$12K 0.13% 94
2021
Q3 		$694K Buy
6,298
+2,464
+64% +$288K 0.16% 73
2021
Q2 		$429K Hold
3,834
– – 0.11% 84
2021
Q1 		$419K Buy
3,834
+1,030
+37% +$108K 0.11% 81
2020
Q4 		$300K Sell
2,804
-403
-13% -$38.5K 0.09% 86
2020
Q3 		$276K Sell
3,207
-133
-4% -$10.6K 0.1% 80
2020
Q2 		$246K Hold
3,340
– – 0.09% 79
2020
Q1 		$220K Hold
3,340
– – 0.1% 82
2019
Q4 		$294K Hold
3,340
– – 0.11% 79
2019
Q3 		$295K Buy
3,340
+807
+32% +$74.8K 0.12% 72
2019
Q2 		$212K Buy
+2,533
New +$199K 0.09% 83

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

Zhang Financial's SBUX Position: Q1 2026 in Review

Zhang Financial reduced its Starbucks (SBUX) stake by 2.1% in Q1 2026, selling an estimated $5.68K and leaving 2,812 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #327.

Zhang Financial first reported a position in SBUX in Q2 2019 and has held it in 28 quarters since. The position peaked at $749K in Q4 2021. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Zhang Financial held 2,812 shares of Starbucks worth $252K as of Q1 2026.
  • Zhang Financial sold 60 Starbucks shares in Q1 2026, an estimated $5.68K.
  • Starbucks made up 0.01% of Zhang Financial's portfolio in Q1 2026, its #327 holding.
  • Zhang Financial first reported a position in Starbucks in Q2 2019 and has held it in 28 quarters since.
  • Zhang Financial's Starbucks position peaked at $749K in Q4 2021.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.