Alta Advisers’s Starbucks SBUX Stock Holding History

Alta Advisers’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	$400K	Hold	4,460	–	–	0.14%	102
2025 Q4	$376K	Sell	4,460 -1,200	-21%	-$101K	0.14%	109
2025 Q3	$479K	Hold	5,660	–	–	0.15%	113
2025 Q2	$519K	Hold	5,660	–	–	0.18%	101
2025 Q1	$555K	Buy	5,660 +1,900	+51%	+$196K	0.24%	89
2024 Q4	$343K	Buy	3,760 +560	+18%	+$54.2K	0.22%	91
2024 Q3	$312K	Hold	3,200	–	–	0.14%	87
2024 Q2	$249K	Hold	3,200	–	–	0.12%	98
2024 Q1	$292K	Hold	3,200	–	–	0.15%	85
2023 Q4	$307K	Hold	3,200	–	–	0.16%	74
2023 Q3	$292K	Hold	3,200	–	–	0.17%	71
2023 Q2	$317K	Hold	3,200	–	–	0.18%	68
2023 Q1	$333K	Hold	3,200	–	–	0.2%	61
2022 Q4	$317K	Hold	3,200	–	–	0.19%	64
2022 Q3	$270K	Buy	+3,200	New	+$272K	0.17%	70

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

Alta Advisers's SBUX Position: Q1 2026 in Review

Alta Advisers held its Starbucks (SBUX) position steady in Q1 2026 at 4,460 shares worth $400K. The position accounts for 0.14% of the portfolio, ranked #102.

Alta Advisers first reported a position in SBUX in Q3 2022 and has held it in 15 quarters since. The position peaked at $555K in Q1 2025. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Alta Advisers held 4,460 shares of Starbucks worth $400K as of Q1 2026.
Alta Advisers left its Starbucks share count unchanged in Q1 2026.
Starbucks made up 0.14% of Alta Advisers's portfolio in Q1 2026, its #102 holding.
Alta Advisers first reported a position in Starbucks in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's Starbucks position peaked at $555K in Q1 2025.
2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.