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Annis Gardner Whiting Capital Advisors’s Starbucks SBUX Stock Holding History

Annis Gardner Whiting Capital 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 		$338K Sell
3,776
-183
-5% -$17.3K 0.05% 238
2025
Q4 		$333K Buy
3,959
+304
+8% +$25.6K 0.06% 235
2025
Q3 		$309K Sell
3,655
-1,563
-30% -$140K 0.06% 229
2025
Q2 		$478K Buy
5,218
+789
+18% +$68.4K 0.17% 120
2025
Q1 		$434K Buy
4,429
+336
+8% +$34.7K 0.18% 114
2024
Q4 		$373K Buy
4,093
+47
+1% +$4.55K 0.1% 157
2024
Q3 		$394K Sell
4,046
-17
-0.4% -$1.46K 0.11% 154
2024
Q2 		$316K Sell
4,063
-111
-3% -$9.04K 0.09% 177
2024
Q1 		$381K Buy
4,174
+892
+27% +$83K 0.14% 120
2023
Q4 		$315K Buy
3,282
+1,024
+45% +$99.7K 0.14% 119
2023
Q3 		$206K Buy
+2,258
New +$222K 0.11% 135

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

Annis Gardner Whiting Capital Advisors's SBUX Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Starbucks (SBUX) stake by 4.6% in Q1 2026, selling an estimated $17.3K and leaving 3,776 shares worth $338K. The position accounts for 0.05% of the portfolio, ranked #238.

Annis Gardner Whiting Capital Advisors first reported a position in SBUX in Q3 2023 and has held it in 11 quarters since. The position peaked at $478K in Q2 2025. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 3,776 shares of Starbucks worth $338K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors sold 183 Starbucks shares in Q1 2026, an estimated $17.3K.
  • Starbucks made up 0.05% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #238 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Starbucks in Q3 2023 and has held it in 11 quarters since.
  • Annis Gardner Whiting Capital Advisors's Starbucks position peaked at $478K in Q2 2025.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.