Delap Wealth Advisory’s Starbucks SBUX Stock Holding History

Delap Wealth Advisory’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	$380K	Hold	4,245	–	–	0.14%	65
2025 Q4	$357K	Buy	4,245 +112	+3%	+$9.45K	0.14%	72
2025 Q3	$349K	Hold	4,133	–	–	0.15%	62
2025 Q2	$379K	Hold	4,133	–	–	0.18%	56
2025 Q1	$405K	Hold	4,133	–	–	0.23%	51
2024 Q4	$377K	Hold	4,133	–	–	0.23%	50
2024 Q3	$403K	Sell	4,133 -34	-0.8%	-$2.92K	0.25%	38
2024 Q2	$324K	Sell	4,167 -6,736	-62%	-$549K	0.15%	74
2024 Q1	$996K	Sell	10,903 -8,692	-44%	-$808K	0.4%	41
2023 Q4	$1.88M	Buy	+19,595	New	+$1.91M	0.85%	25

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

Delap Wealth Advisory's SBUX Position: Q1 2026 in Review

Delap Wealth Advisory held its Starbucks (SBUX) position steady in Q1 2026 at 4,245 shares worth $380K. The position accounts for 0.14% of the portfolio, ranked #65.

Delap Wealth Advisory first reported a position in SBUX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.88M in Q4 2023. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Delap Wealth Advisory held 4,245 shares of Starbucks worth $380K as of Q1 2026.
Delap Wealth Advisory left its Starbucks share count unchanged in Q1 2026.
Starbucks made up 0.14% of Delap Wealth Advisory's portfolio in Q1 2026, its #65 holding.
Delap Wealth Advisory first reported a position in Starbucks in Q4 2023 and has held it in 10 quarters since.
Delap Wealth Advisory's Starbucks position peaked at $1.88M in Q4 2023.
2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.