AIMZ Investment Advisors’s Starbucks SBUX Stock Holding History

AIMZ Investment 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	$1.61M	Sell	17,947 -475	-3%	-$44.9K	0.5%	62
2025 Q4	$1.55M	Buy	18,422 +2	+0%	+$169	0.44%	65
2025 Q3	$1.56M	Sell	18,420 -299	-2%	-$26.8K	0.49%	62
2025 Q2	$1.72M	Sell	18,719 -498	-3%	-$43.2K	0.57%	55
2025 Q1	$1.89M	Sell	19,217 -252	-1%	-$26.1K	0.66%	52
2024 Q4	$1.78M	Sell	19,469 -24	-0.1%	-$2.32K	0.62%	50
2024 Q3	$1.9M	Buy	19,493 +1	+0%	+$86	0.65%	45
2024 Q2	$1.52M	Buy	19,492 +13,881	+247%	+$1.13M	0.54%	54
2024 Q1	$513K	Sell	5,611 -48	-0.8%	-$4.46K	0.19%	83
2023 Q4	$543K	Hold	5,659	–	–	0.22%	78
2023 Q3	$517K	Hold	5,659	–	–	0.23%	77
2023 Q2	$561K	Hold	5,659	–	–	0.24%	77
2023 Q1	$589K	Hold	5,659	–	–	0.26%	73
2022 Q4	$561K	Buy	5,659 +735	+15%	+$69.4K	0.26%	76
2022 Q3	$415K	Hold	4,924	–	–	0.21%	80
2022 Q2	$376K	Hold	4,924	–	–	0.18%	82
2022 Q1	$448K	Hold	4,924	–	–	0.18%	84
2021 Q4	$576K	Hold	4,924	–	–	0.22%	82
2021 Q3	$543K	Sell	4,924 -311	-6%	-$36.4K	0.25%	81
2021 Q2	$585K	Hold	5,235	–	–	0.26%	78
2021 Q1	$572K	Hold	5,235	–	–	0.28%	75
2020 Q4	$560K	Hold	5,235	–	–	0.29%	73
2020 Q3	$450K	Hold	5,235	–	–	0.27%	75
2020 Q2	$385K	Hold	5,235	–	–	0.25%	73
2020 Q1	$344K	Hold	5,235	–	–	0.27%	75
2019 Q4	$460K	Hold	5,235	–	–	0.3%	73
2019 Q3	$463K	Hold	5,235	–	–	0.32%	72
2019 Q2	$439K	Hold	5,235	–	–	0.3%	72
2019 Q1	$389K	Sell	5,235 -200	-4%	-$13.7K	0.27%	76
2018 Q4	$350K	Buy	5,435 +100	+2%	+$6.26K	0.27%	75
2018 Q3	$303K	Hold	5,335	–	–	0.2%	86
2018 Q2	$261K	Hold	5,335	–	–	0.18%	88
2018 Q1	$309K	Sell	5,335 -400	-7%	-$23.1K	0.22%	87
2017 Q4	$329K	Sell	5,735 -250	-4%	-$14.1K	0.25%	81
2017 Q3	$321K	Hold	5,985	–	–	0.26%	81
2017 Q2	$349K	Hold	5,985	–	–	0.29%	78
2017 Q1	$349K	Hold	5,985	–	–	0.29%	79
2016 Q4	$332K	Sell	5,985 -200	-3%	-$11.1K	0.3%	78
2016 Q3	$335K	Hold	6,185	–	–	0.3%	78
2016 Q2	$353K	Sell	6,185 -2,964	-32%	-$169K	0.32%	80
2016 Q1	$650K	Buy	9,149 +3,221	+54%	+$188K	0.29%	80
2015 Q4	$356K	Hold	5,928	–	–	0.32%	78
2015 Q3	$337K	Hold	5,928	–	–	0.31%	78
2015 Q2	$318K	Hold	5,928	–	–	0.28%	80
2015 Q1	$281K	Hold	5,928	–	–	0.24%	78
2014 Q4	$243K	Buy	+5,928	New	+$232K	0.22%	82

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

AIMZ Investment Advisors's SBUX Position: Q1 2026 in Review

AIMZ Investment Advisors reduced its Starbucks (SBUX) stake by 2.6% in Q1 2026, selling an estimated $44.9K and leaving 17,947 shares worth $1.61M. The position accounts for 0.5% of the portfolio, ranked #62.

AIMZ Investment Advisors first reported a position in SBUX in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.9M in Q3 2024. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

AIMZ Investment Advisors held 17,947 shares of Starbucks worth $1.61M as of Q1 2026.
AIMZ Investment Advisors sold 475 Starbucks shares in Q1 2026, an estimated $44.9K.
Starbucks made up 0.5% of AIMZ Investment Advisors's portfolio in Q1 2026, its #62 holding.
AIMZ Investment Advisors first reported a position in Starbucks in Q4 2014 and has held it in 46 quarters since.
AIMZ Investment Advisors's Starbucks position peaked at $1.9M in Q3 2024.
2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

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