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Claro Advisors’s Starbucks SBUX Stock Holding History

Claro 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 		$528K Buy
5,896
+150
+3% +$14.2K 0.06% 229
2025
Q4 		$484K Sell
5,746
-61
-1% -$5.15K 0.07% 225
2025
Q3 		$491K Sell
5,807
-513
-8% -$45.9K 0.07% 224
2025
Q2 		$579K Sell
6,320
-7,435
-54% -$644K 0.1% 185
2025
Q1 		$1.35M Sell
13,755
-449
-3% -$46.4K 0.18% 104
2024
Q4 		$1.3M Sell
14,204
-2,751
-16% -$266K 0.18% 105
2024
Q3 		$1.65M Buy
16,955
+4,474
+36% +$384K 0.21% 93
2024
Q2 		$972K Sell
12,481
-1,097
-8% -$89.3K 0.15% 131
2024
Q1 		$1.24M Sell
13,578
-719
-5% -$66.9K 0.22% 99
2023
Q4 		$1.37M Sell
14,297
-186
-1% -$18.1K 0.3% 69
2023
Q3 		$1.32M Buy
14,483
+2,854
+25% +$280K 0.33% 65
2023
Q2 		$1.15M Buy
11,629
+1,399
+14% +$145K 0.29% 78
2023
Q1 		$1.07M Sell
10,230
-536
-5% -$55.8K 0.31% 75
2022
Q4 		$1.07M Buy
10,766
+674
+7% +$63.6K 0.35% 74
2022
Q3 		$771K Hold
10,092
– – 0.31% 76
2022
Q2 		$771K Sell
10,092
-1,512
-13% -$116K 0.31% 76
2022
Q1 		$1.36M Hold
11,604
– – 0.49% 46
2021
Q4 		$1.36M Buy
11,604
+579
+5% +$65.3K 0.49% 46
2021
Q3 		$1.22M Buy
11,025
+570
+5% +$66.7K 0.51% 47
2021
Q2 		$1.17M Buy
10,455
+515
+5% +$58.2K 0.53% 46
2021
Q1 		$1.09M Buy
9,940
+1,496
+18% +$157K 0.55% 45
2020
Q4 		$903K Buy
8,444
+137
+2% +$13.1K 0.48% 55
2020
Q3 		$714K Buy
8,307
+2,343
+39% +$187K 0.45% 61
2020
Q2 		$439K Buy
5,964
+1,393
+30% +$105K 0.3% 98
2020
Q1 		$300K Buy
+4,571
New +$370K 0.28% 106
2019
Q3 		– Sell
-2,390
Closed -$200K – 170
2019
Q2 		$200K Buy
+2,390
New +$187K 0.18% 151
2019
Q1 		– Sell
-2,108
Closed -$120K – 783
2018
Q4 		$120K Buy
+2,108
New +$132K 0.1% 195

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

Claro Advisors's SBUX Position: Q1 2026 in Review

Claro Advisors increased its Starbucks (SBUX) stake by 2.6% in Q1 2026, buying an estimated $14.2K and bringing the position to 5,896 shares worth $528K. The position accounts for 0.06% of the portfolio, ranked #229.

Claro Advisors first reported a position in SBUX in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.65M in Q3 2024. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Claro Advisors held 5,896 shares of Starbucks worth $528K as of Q1 2026.
  • Claro Advisors bought 150 Starbucks shares in Q1 2026, an estimated $14.2K.
  • Starbucks made up 0.06% of Claro Advisors's portfolio in Q1 2026, its #229 holding.
  • Claro Advisors first reported a position in Starbucks in Q4 2018 and has held it in 27 quarters since.
  • Claro Advisors's Starbucks position peaked at $1.65M in Q3 2024.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.