Brown Financial Advisors’s Starbucks SBUX Stock Holding History

Brown Financial 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	$1.33M	Sell	14,823 -2,559	-15%	-$242K	0.5%	63
2025 Q4	$1.46M	Buy	17,382 +920	+6%	+$77.6K	0.54%	63
2025 Q3	$1.39M	Sell	16,462 -1,570	-9%	-$141K	0.51%	68
2025 Q2	$1.65M	Buy	18,032 +1,360	+8%	+$118K	0.65%	56
2025 Q1	$1.64M	Buy	16,672 +1,176	+8%	+$122K	0.67%	58
2024 Q4	$1.41M	Sell	15,496 -1,211	-7%	-$117K	0.57%	55
2024 Q3	$1.63M	Sell	16,707 -958	-5%	-$82.2K	0.67%	49
2024 Q2	$1.38M	Buy	+17,665	New	+$1.44M	0.61%	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

Brown Financial Advisors's SBUX Position: Q1 2026 in Review

Brown Financial Advisors reduced its Starbucks (SBUX) stake by 15% in Q1 2026, selling an estimated $242K and leaving 14,823 shares worth $1.33M. The position accounts for 0.5% of the portfolio, ranked #63.

Brown Financial Advisors first reported a position in SBUX in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.65M in Q2 2025. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Brown Financial Advisors held 14,823 shares of Starbucks worth $1.33M as of Q1 2026.
Brown Financial Advisors sold 2,559 Starbucks shares in Q1 2026, an estimated $242K.
Starbucks made up 0.5% of Brown Financial Advisors's portfolio in Q1 2026, its #63 holding.
Brown Financial Advisors first reported a position in Starbucks in Q2 2024 and has held it in 8 quarters since.
Brown Financial Advisors's Starbucks position peaked at $1.65M in Q2 2025.
2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.