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Bell Investment Advisors’s Starbucks SBUX Stock Holding History

Bell 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 		$166K Sell
1,849
-6
-0.3% -$568 0.03% 132
2025
Q4 		$156K Sell
1,855
-186
-9% -$15.7K 0.02% 139
2025
Q3 		$173K Sell
2,041
-185
-8% -$16.6K 0.03% 130
2025
Q2 		$204K Buy
2,226
+1,838
+474% +$159K 0.04% 115
2025
Q1 		$38.1K Buy
388
+6
+2% +$620 0.01% 259
2024
Q4 		$34.9K Sell
382
-8
-2% -$774 0.01% 273
2024
Q3 		$38K Hold
390
– – 0.01% 267
2024
Q2 		$30.4K Sell
390
-92
-19% -$7.49K 0.01% 292
2024
Q1 		$44K Sell
482
-6
-1% -$558 0.01% 224
2023
Q4 		$46.9K Buy
488
+29
+6% +$2.82K 0.01% 204
2023
Q3 		$41.9K Sell
459
-67
-13% -$6.58K 0.01% 196
2023
Q2 		$52.1K Buy
526
+5
+1% +$519 0.01% 160
2023
Q1 		$54.3K Sell
521
-62
-11% -$6.45K 0.01% 153
2022
Q4 		$57.8K Buy
583
+105
+22% +$9.91K 0.01% 151
2022
Q3 		$40K Buy
478
+147
+44% +$12.5K 0.01% 161
2022
Q2 		$25K Buy
+331
New +$25.4K 0.01% 231
2021
Q4 		$40K Buy
345
+114
+49% +$12.9K 0.01% 184
2021
Q3 		$25K Buy
+231
New +$27K 0.01% 241

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 Investment Advisors's SBUX Position: Q1 2026 in Review

Bell Investment Advisors reduced its Starbucks (SBUX) stake by 0.32% in Q1 2026, selling an estimated $568 and leaving 1,849 shares worth $166K. The position accounts for 0.03% of the portfolio, ranked #132.

Bell Investment Advisors first reported a position in SBUX in Q3 2021 and has held it in 18 quarters since. The position peaked at $204K in Q2 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Bell Investment Advisors held 1,849 shares of Starbucks worth $166K as of Q1 2026.
  • Bell Investment Advisors sold 6 Starbucks shares in Q1 2026, an estimated $568.
  • Starbucks made up 0.03% of Bell Investment Advisors's portfolio in Q1 2026, its #132 holding.
  • Bell Investment Advisors first reported a position in Starbucks in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's Starbucks position peaked at $204K in Q2 2025.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.