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Aptus Capital Advisors’s Starbucks SBUX Stock Holding History

Aptus 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
2024
Q2 		– Sell
-1,000,000
Closed -$91.4M – 1229
2024
Q1 		$91.4M Buy
+1,000,000
New +$93M 1.7% 14
2019
Q3 		– Sell
-1,400
Closed -$632K – 499
2019
Q2 		$632K Buy
1,400
+213
+18% +$16.7K 0.09% 180
2019
Q1 		$525K Buy
1,187
+320
+37% +$22K 0.09% 168
2018
Q4 		$281K Buy
+867
New +$54.3K 0.07% 99

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

Aptus Capital Advisors's SBUX Position: Q1 2026 in Review

Aptus Capital Advisors increased its Starbucks (SBUX) stake by 34% in Q1 2026, buying an estimated $1.5M and bringing the position to 62,181 shares worth $5.57M. The position accounts for 0.04% of the portfolio, ranked #323.

Aptus Capital Advisors first reported a position in SBUX in Q1 2019 and has held it in 29 quarters since. The position peaked at $6.08M in Q4 2021. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Aptus Capital Advisors held 62,181 shares of Starbucks worth $5.57M as of Q1 2026.
  • Aptus Capital Advisors bought 15,860 Starbucks shares in Q1 2026, an estimated $1.5M.
  • Starbucks made up 0.04% of Aptus Capital Advisors's portfolio in Q1 2026, its #323 holding.
  • Aptus Capital Advisors first reported a position in Starbucks in Q1 2019 and has held it in 29 quarters since.
  • Aptus Capital Advisors's Starbucks position peaked at $6.08M in Q4 2021.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.