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Bell & Brown Wealth Advisors’s Starbucks SBUX Stock Holding History

Bell & Brown 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 		$4.52M Buy
50,489
+352
+0.7% +$33.3K 1.47% 28
2025
Q4 		$4.22M Buy
50,137
+1,062
+2% +$89.6K 1.36% 30
2025
Q3 		$4.15M Buy
49,075
+503
+1% +$45K 1.36% 30
2025
Q2 		$4.45M Buy
48,572
+396
+0.8% +$34.3K 1.59% 25
2025
Q1 		$4.73M Buy
48,176
+689
+1% +$71.2K 1.84% 24
2024
Q4 		$4.33M Buy
47,487
+602
+1% +$58.2K 1.61% 24
2024
Q3 		$4.57M Buy
46,885
+197
+0.4% +$16.9K 1.79% 23
2024
Q2 		$3.63M Buy
46,688
+3,447
+8% +$281K 1.39% 24
2024
Q1 		$3.95M Buy
43,241
+1,076
+3% +$100K 1.69% 22
2023
Q4 		$4.05M Buy
+42,165
New +$4.1M 1.88% 21
2023
Q2 		$4.12M Buy
41,576
+253
+0.6% +$26.3K 2.06% 18
2023
Q1 		$4.3M Buy
41,323
+357
+0.9% +$37.2K 2.29% 14
2022
Q4 		$4.06M Buy
40,966
+522
+1% +$49.3K 2.24% 17
2022
Q3 		$3.41M Buy
40,444
+497
+1% +$42.2K 2.1% 19
2022
Q2 		$3.05M Buy
39,947
+758
+2% +$58.2K 1.63% 25
2022
Q1 		$3.56M Buy
39,189
+72
+0.2% +$6.79K 1.61% 25
2021
Q4 		$3.81M Buy
39,117
+1,530
+4% +$173K 1.84% 21
2021
Q3 		$4.15M Buy
+37,587
New +$4.4M 2.24% 19
2020
Q3 		$3.34M Buy
37,782
+153
+0.4% +$12.2K 2.42% 16
2020
Q2 		$2.85M Buy
37,629
+3,124
+9% +$235K 2.23% 17
2020
Q1 		$2.64M Buy
34,505
+1,736
+5% +$140K 2.45% 14
2019
Q4 		$3.01M Sell
32,769
-390
-1% -$33.3K 2.25% 12
2019
Q3 		$2.88M Sell
33,159
-1,229
-4% -$114K 2.36% 8
2019
Q2 		$2.88M Buy
34,388
+371
+1% +$29.1K 2.54% 7
2019
Q1 		$2.53M Sell
34,017
-646
-2% -$44.4K 2.3% 8
2018
Q4 		$2.23M Sell
34,663
-526
-1% -$32.9K 2.39% 10
2018
Q3 		$2.05M Buy
35,189
+1,920
+6% +$102K 1.9% 16
2018
Q2 		$1.63M Buy
33,269
+4,563
+16% +$259K 1.6% 23
2018
Q1 		$1.65M Buy
28,706
+1,765
+7% +$102K 1.74% 17
2017
Q4 		$1.55M Buy
+26,941
New +$1.52M 1.6% 23

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

Bell & Brown Wealth Advisors's SBUX Position: Q1 2026 in Review

Bell & Brown Wealth Advisors increased its Starbucks (SBUX) stake by 0.7% in Q1 2026, buying an estimated $33.3K and bringing the position to 50,489 shares worth $4.52M. The position accounts for 1.47% of the portfolio, ranked #28.

Bell & Brown Wealth Advisors first reported a position in SBUX in Q4 2017 and has held it in 30 quarters since. The position peaked at $4.73M in Q1 2025. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Bell & Brown Wealth Advisors held 50,489 shares of Starbucks worth $4.52M as of Q1 2026.
  • Bell & Brown Wealth Advisors bought 352 Starbucks shares in Q1 2026, an estimated $33.3K.
  • Starbucks made up 1.47% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #28 holding.
  • Bell & Brown Wealth Advisors first reported a position in Starbucks in Q4 2017 and has held it in 30 quarters since.
  • Bell & Brown Wealth Advisors's Starbucks position peaked at $4.73M in Q1 2025.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.