Dougherty Wealth Advisers’s Starbucks SBUX Stock Holding History

Dougherty Wealth Advisers’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	–	Sell	-1,869	Closed	-$157K	–	119
2025 Q4	$157K	Hold	1,869	–	–	0.09%	54
2025 Q3	$158K	Hold	1,869	–	–	0.1%	44
2025 Q2	$171K	Hold	1,869	–	–	0.11%	40
2025 Q1	$183K	Hold	1,869	–	–	0.14%	40
2024 Q4	$171K	Hold	1,869	–	–	0.13%	44
2024 Q3	$182K	Hold	1,869	–	–	0.14%	41
2024 Q2	$146K	Hold	1,869	–	–	0.13%	44
2024 Q1	$171K	Sell	1,869 -962	-34%	-$89.5K	0.15%	41
2023 Q4	$272K	Hold	2,831	–	–	0.25%	29
2023 Q3	$258K	Hold	2,831	–	–	0.3%	24
2023 Q2	$280K	Hold	2,831	–	–	0.38%	25
2023 Q1	$295K	Hold	2,831	–	–	0.45%	24
2022 Q4	$281K	Hold	2,831	–	–	0.46%	27
2022 Q3	$239K	Hold	2,831	–	–	0.47%	26
2022 Q2	$216K	Hold	2,831	–	–	0.4%	28
2022 Q1	$258K	Hold	2,831	–	–	0.39%	29
2021 Q4	$331K	Hold	2,831	–	–	0.46%	27
2021 Q3	$312K	Hold	2,831	–	–	0.46%	27
2021 Q2	$317K	Hold	2,831	–	–	0.47%	28
2021 Q1	$309K	Hold	2,831	–	–	0.47%	26
2020 Q4	$303K	Hold	2,831	–	–	0.48%	24
2020 Q3	$243K	Hold	2,831	–	–	0.84%	29
2020 Q2	$208K	Hold	2,831	–	–	0.76%	29
2020 Q1	$186K	Hold	2,831	–	–	0.74%	34
2019 Q4	$249K	Hold	2,831	–	–	0.76%	31
2019 Q3	$250K	Hold	2,831	–	–	0.82%	31
2019 Q2	$237K	Hold	2,831	–	–	0.67%	36
2019 Q1	$210K	Hold	2,831	–	–	0.71%	34
2018 Q4	$196K	Buy	+2,831	New	+$177K	0.65%	38

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

Dougherty Wealth Advisers's SBUX Position: Q1 2026 in Review

Dougherty Wealth Advisers sold out of Starbucks (SBUX) in Q1 2026, closing a stake of 1,869 shares — an estimated $157K sold.

Dougherty Wealth Advisers first reported a position in SBUX in Q4 2018 and held it in 29 quarters. The position peaked at $331K in Q4 2021. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Dougherty Wealth Advisers reported no remaining Starbucks position as of Q1 2026 after selling out during the quarter.
Dougherty Wealth Advisers sold 1,869 Starbucks shares in Q1 2026, an estimated $157K.
Dougherty Wealth Advisers first reported a position in Starbucks in Q4 2018 and held it in 29 quarters.
Dougherty Wealth Advisers's Starbucks position peaked at $331K in Q4 2021.
2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

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