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AGH Wealth Advisors’s Starbucks SBUX Stock Holding History

AGH Wealth 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 		$234K Buy
2,612
+36
+1% +$3.4K 0.17% 112
2025
Q4 		$217K Sell
2,576
-1,594
-38% -$134K 0.16% 110
2025
Q3 		$353K Buy
4,170
+515
+14% +$46.1K 0.26% 76
2025
Q2 		$335K Buy
3,655
+1,140
+45% +$98.8K 0.28% 78
2025
Q1 		$247K Buy
2,515
+32
+1% +$3.31K 0.24% 96
2024
Q4 		$227K Buy
+2,483
New +$240K 0.21% 103

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

AGH Wealth Advisors's SBUX Position: Q1 2026 in Review

AGH Wealth Advisors increased its Starbucks (SBUX) stake by 1.4% in Q1 2026, buying an estimated $3.4K and bringing the position to 2,612 shares worth $234K. The position accounts for 0.17% of the portfolio, ranked #112.

AGH Wealth Advisors first reported a position in SBUX in Q4 2024 and has held it in 6 quarters since. The position peaked at $353K in Q3 2025. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • AGH Wealth Advisors held 2,612 shares of Starbucks worth $234K as of Q1 2026.
  • AGH Wealth Advisors bought 36 Starbucks shares in Q1 2026, an estimated $3.4K.
  • Starbucks made up 0.17% of AGH Wealth Advisors's portfolio in Q1 2026, its #112 holding.
  • AGH Wealth Advisors first reported a position in Starbucks in Q4 2024 and has held it in 6 quarters since.
  • AGH Wealth Advisors's Starbucks position peaked at $353K in Q3 2025.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.