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Arkadios Wealth Advisors’s Starbucks SBUX Stock Holding History

Arkadios 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 		$2.51M Buy
28,055
+1,436
+5% +$136K 0.04% 431
2025
Q4 		$2.24M Buy
26,619
+3,754
+16% +$317K 0.04% 419
2025
Q3 		$1.93M Buy
22,865
+229
+1% +$20.5K 0.05% 410
2025
Q2 		$2.07M Buy
22,636
+11,255
+99% +$975K 0.06% 339
2025
Q1 		$1.12M Buy
11,381
+1,875
+20% +$194K 0.04% 426
2024
Q4 		$867K Sell
9,506
-1,049
-10% -$101K 0.05% 365
2024
Q3 		$1.03M Buy
10,555
+1,400
+15% +$120K 0.06% 316
2024
Q2 		$713K Sell
9,155
-1,268
-12% -$103K 0.05% 363
2024
Q1 		$953K Buy
10,423
+56
+0.5% +$5.21K 0.07% 246
2023
Q4 		$995K Sell
10,367
-362
-3% -$35.2K 0.08% 223
2023
Q3 		$979K Buy
10,729
+748
+7% +$73.4K 0.09% 209
2023
Q2 		$989K Buy
9,981
+397
+4% +$41.2K 0.12% 190
2023
Q1 		$998K Buy
9,584
+2,233
+30% +$232K 0.12% 187
2022
Q4 		$729K Sell
7,351
-325
-4% -$30.7K 0.1% 222
2022
Q3 		$647K Buy
7,676
+1,014
+15% +$86.1K 0.1% 223
2022
Q2 		$509K Sell
6,662
-1,181
-15% -$90.7K 0.08% 275
2022
Q1 		$713K Sell
7,843
-429
-5% -$40.5K 0.09% 242
2021
Q4 		$968K Buy
8,272
+225
+3% +$25.4K 0.13% 186
2021
Q3 		$887K Sell
8,047
-1,152
-13% -$135K 0.13% 181
2021
Q2 		$1.03M Buy
9,199
+2,025
+28% +$229K 0.13% 195
2021
Q1 		$783K Buy
7,174
+685
+11% +$71.9K 0.13% 185
2020
Q4 		$694K Buy
6,489
+1,373
+27% +$131K 0.15% 154
2020
Q3 		$453K Sell
5,116
-261
-5% -$20.8K 0.23% 106
2020
Q2 		$391K Buy
5,377
+1,055
+24% +$79.3K 0.22% 114
2020
Q1 		$284K Buy
4,322
+951
+28% +$76.9K 0.18% 123
2019
Q4 		$303K Buy
+3,371
New +$287K 0.18% 120

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

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

Arkadios Wealth Advisors increased its Starbucks (SBUX) stake by 5.4% in Q1 2026, buying an estimated $136K and bringing the position to 28,055 shares worth $2.51M. The position accounts for 0.04% of the portfolio, ranked #431.

Arkadios Wealth Advisors first reported a position in SBUX in Q4 2019 and has held it in 26 quarters since. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Arkadios Wealth Advisors held 28,055 shares of Starbucks worth $2.51M as of Q1 2026.
  • Arkadios Wealth Advisors bought 1,436 Starbucks shares in Q1 2026, an estimated $136K.
  • Starbucks made up 0.04% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #431 holding.
  • Arkadios Wealth Advisors first reported a position in Starbucks in Q4 2019 and has held it in 26 quarters since.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.