AssuredPartners Investment Advisors’s Starbucks SBUX Stock Holding History

AssuredPartners 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	$504K	Sell	5,314 -1,701	-24%	-$161K	0.05%	250
2025 Q4	$591K	Buy	7,015 +1,172	+20%	+$98.9K	0.09%	188
2025 Q3	$494K	Sell	5,843 -24,030	-80%	-$2.15M	0.11%	133
2025 Q2	$2.74M	Buy	29,873 +671	+2%	+$58.1K	0.67%	36
2025 Q1	$2.86M	Buy	29,202 +2,484	+9%	+$257K	0.55%	51
2024 Q4	$2.44M	Buy	+26,718	New	+$2.58M	0.48%	58

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

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

AssuredPartners Investment Advisors reduced its Starbucks (SBUX) stake by 24% in Q1 2026, selling an estimated $161K and leaving 5,314 shares worth $504K. The position accounts for 0.05% of the portfolio, ranked #250.

AssuredPartners Investment Advisors first reported a position in SBUX in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.86M in Q1 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

AssuredPartners Investment Advisors held 5,314 shares of Starbucks worth $504K as of Q1 2026.
AssuredPartners Investment Advisors sold 1,701 Starbucks shares in Q1 2026, an estimated $161K.
Starbucks made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #250 holding.
AssuredPartners Investment Advisors first reported a position in Starbucks in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's Starbucks position peaked at $2.86M in Q1 2025.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.