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Avion Wealth’s Starbucks SBUX Stock Holding History

Avion Wealth’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 		$123K Buy
1,375
+324
+31% +$30.6K 0.03% 135
2025
Q4 		$88K Sell
1,051
-307
-23% -$25.9K 0.02% 161
2025
Q3 		$114K Buy
1,358
+325
+31% +$29.1K 0.02% 143
2025
Q2 		$94K Sell
1,033
-753
-42% -$65.3K 0.02% 152
2025
Q1 		$162K Hold
1,786
– – 0.04% 97
2024
Q4 		$162K Buy
1,786
+220
+14% +$21.3K 0.04% 97
2024
Q3 		$152K Sell
1,566
-70
-4% -$6.01K 0.04% 91
2024
Q2 		$127K Buy
1,636
+905
+124% +$73.7K 0.04% 97
2024
Q1 		$67K Sell
731
-70
-9% -$6.51K 0.02% 143
2023
Q4 		$77K Sell
801
-1
-0.1% -$97 0.02% 130
2023
Q3 		$72K Buy
802
+82
+11% +$8.05K 0.02% 127
2023
Q2 		$71K Sell
720
-104
-13% -$10.8K 0.02% 135
2023
Q1 		$81K Buy
824
+21
+3% +$2.19K 0.02% 116
2022
Q4 		$67K Hold
803
– – 0.02% 126
2022
Q3 		$68K Buy
803
+21
+3% +$1.78K 0.02% 126
2022
Q2 		$60K Hold
782
– – 0.02% 126
2022
Q1 		$71K Buy
782
+100
+15% +$9.44K 0.02% 106
2021
Q4 		$80K Hold
682
– – 0.02% 99
2021
Q3 		$75K Buy
682
+1
+0.1% +$117 0.02% 99
2021
Q2 		$76K Sell
681
-43
-6% -$4.86K 0.02% 99
2021
Q1 		$79K Hold
724
– – 0.03% 89
2020
Q4 		$77K Sell
724
-20
-3% -$1.91K 0.02% 93
2020
Q3 		$64K Buy
744
+54
+8% +$4.31K 0.02% 81
2020
Q2 		$51K Hold
690
– – 0.02% 89
2020
Q1 		$45K Buy
+690
New +$55.8K 0.02% 90

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

Avion Wealth's SBUX Position: Q1 2026 in Review

Avion Wealth increased its Starbucks (SBUX) stake by 31% in Q1 2026, buying an estimated $30.6K and bringing the position to 1,375 shares worth $123K. The position accounts for 0.03% of the portfolio, ranked #135.

Avion Wealth first reported a position in SBUX in Q1 2020 and has held it in 25 quarters since. The position peaked at $162K in Q1 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Avion Wealth held 1,375 shares of Starbucks worth $123K as of Q1 2026.
  • Avion Wealth bought 324 Starbucks shares in Q1 2026, an estimated $30.6K.
  • Starbucks made up 0.03% of Avion Wealth's portfolio in Q1 2026, its #135 holding.
  • Avion Wealth first reported a position in Starbucks in Q1 2020 and has held it in 25 quarters since.
  • Avion Wealth's Starbucks position peaked at $162K in Q1 2025.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.