Advisors Asset Management’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$480K Sell
5,355
-193
-3% -$18.3K 0.01% 982
2025
Q4
$467K Buy
5,548
+65
+1% +$5.48K 0.01% 974
2025
Q3
$464K Sell
5,483
-34,650
-86% -$3.1M 0.01% 986
2025
Q2
$3.68M Sell
40,133
-35,786
-47% -$3.1M 0.07% 404
2025
Q1
$7.45M Sell
75,919
-45,573
-38% -$4.71M 0.14% 175
2024
Q4
$11.1M Sell
121,492
-38,972
-24% -$3.77M 0.2% 104
2024
Q3
$15.6M Sell
160,464
-38,065
-19% -$3.27M 0.29% 55
2024
Q2
$15.5M Sell
198,529
-16,876
-8% -$1.37M 0.3% 55
2024
Q1
$19.7M Sell
215,405
-17,038
-7% -$1.58M 0.38% 42
2023
Q4
$22.3M Sell
232,443
-14,165
-6% -$1.38M 0.46% 35
2023
Q3
$22.5M Sell
246,608
-6,624
-3% -$650K 0.49% 34
2023
Q2
$25.1M Sell
253,232
-10,093
-4% -$1.05M 0.51% 34
2023
Q1
$27.4M Sell
263,325
-2,123
-0.8% -$221K 0.56% 27
2022
Q4
$26.3M Sell
265,448
-316
-0.1% -$29.8K 0.54% 34
2022
Q3
$22.4M Buy
265,764
+615
+0.2% +$52.2K 0.47% 38
2022
Q2
$20.3M Sell
265,149
-8,891
-3% -$683K 0.38% 47
2022
Q1
$24.9M Sell
274,040
-4,423
-2% -$417K 0.38% 47
2021
Q4
$32.6M Buy
278,463
+4,044
+1% +$456K 0.47% 33
2021
Q3
$30.3M Sell
274,419
-156
-0.1% -$18.3K 0.46% 31
2021
Q2
$30.7M Sell
274,575
-2,270
-0.8% -$257K 0.45% 31
2021
Q1
$30.3M Buy
276,845
+8,600
+3% +$903K 0.47% 29
2020
Q4
$28.7M Buy
268,245
+4,309
+2% +$411K 0.47% 31
2020
Q3
$22.7M Sell
263,936
-3,833
-1% -$306K 0.42% 37
2020
Q2
$19.7M Buy
267,769
+1,705
+0.6% +$128K 0.38% 45
2020
Q1
$17.5M Buy
266,064
+17,289
+7% +$1.4M 0.42% 44
2019
Q4
$21.9M Buy
248,775
+3,886
+2% +$331K 0.38% 44
2019
Q3
$21.7M Buy
244,889
+4,882
+2% +$453K 0.4% 43
2019
Q2
$20.1M Buy
240,007
+8,786
+4% +$689K 0.36% 56
2019
Q1
$17.2M Sell
231,221
-332
-0.1% -$22.8K 0.31% 70
2018
Q4
$14.9M Sell
231,553
-6,521
-3% -$408K 0.3% 71
2018
Q3
$13.5M Sell
238,074
-7,355
-3% -$389K 0.22% 110
2018
Q2
$12M Sell
245,429
-10,807
-4% -$613K 0.2% 120
2018
Q1
$14.6M Buy
256,236
+1,861
+0.7% +$108K 0.25% 98
2017
Q4
$14.6M Buy
254,375
+5,893
+2% +$334K 0.24% 103
2017
Q3
$13.3M Sell
248,482
-11,824
-5% -$655K 0.22% 109
2017
Q2
$15.2M Buy
260,306
+8,656
+3% +$523K 0.25% 93
2017
Q1
$14.7M Sell
251,650
-10,313
-4% -$584K 0.25% 97
2016
Q4
$14.5M Sell
261,963
-28,788
-10% -$1.59M 0.24% 95
2016
Q3
$15.7M Sell
290,751
-4,409
-1% -$247K 0.26% 91
2016
Q2
$16.9M Sell
295,160
-7,868
-3% -$447K 0.27% 82
2016
Q1
$18.1M Buy
303,028
+33,276
+12% +$1.94M 0.3% 71
2015
Q4
$16.2M Buy
269,752
+99,690
+59% +$6.07M 0.26% 93
2015
Q3
$9.67M Buy
170,062
+73,677
+76% +$4.13M 0.15% 179
2015
Q2
$5.17M Buy
96,385
+25,645
+36% +$1.3M 0.07% 377
2015
Q1
$3.35M Buy
70,740
+23,798
+51% +$1.07M 0.04% 499
2014
Q4
$1.93M Buy
46,942
+10,046
+27% +$392K 0.03% 658
2014
Q3
$1.39M Buy
36,896
+3,320
+10% +$128K 0.02% 724
2014
Q2
$1.3M Sell
33,576
-4,804
-13% -$174K 0.02% 743
2014
Q1
$1.41M Sell
38,380
-1,624
-4% -$60.1K 0.02% 655
2013
Q4
$1.57M Buy
40,004
+6,562
+20% +$260K 0.03% 589
2013
Q3
$1.29M Buy
33,442
+6,520
+24% +$234K 0.02% 603
2013
Q2
$882K Buy
+26,922
New +$836K 0.02% 666

Other funds holding SBUX

Advisors Asset Management's SBUX Position: Q1 2026 in Review

Advisors Asset Management reduced its Starbucks (SBUX) stake by 3.5% in Q1 2026, selling an estimated $18.3K and leaving 5,355 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #982.

Advisors Asset Management first reported a position in SBUX in Q2 2013 and has held it in 52 quarters since. The position peaked at $32.6M in Q4 2021. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Advisors Asset Management held 5,355 shares of Starbucks worth $480K as of Q1 2026.
  • Advisors Asset Management sold 193 Starbucks shares in Q1 2026, an estimated $18.3K.
  • Starbucks made up 0.01% of Advisors Asset Management's portfolio in Q1 2026, its #982 holding.
  • Advisors Asset Management first reported a position in Starbucks in Q2 2013 and has held it in 52 quarters since.
  • Advisors Asset Management's Starbucks position peaked at $32.6M in Q4 2021.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.