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Gladstone Institutional Advisory’s Starbucks SBUX Stock Holding History

Gladstone Institutional 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 		$861K Buy
9,614
+63
+0.7% +$5.96K 0.03% 401
2025
Q4 		$804K Sell
9,551
-1,800
-16% -$152K 0.03% 412
2025
Q3 		$960K Sell
11,351
-1,887
-14% -$169K 0.04% 376
2025
Q2 		$1.21M Buy
13,238
+746
+6% +$64.6K 0.05% 315
2025
Q1 		$1.23M Sell
12,492
-1,510
-11% -$156K 0.06% 297
2024
Q4 		$1.28M Sell
14,002
-2,213
-14% -$214K 0.06% 299
2024
Q3 		$1.58M Sell
16,215
-12,734
-44% -$1.09M 0.08% 258
2024
Q2 		$2.25M Sell
28,949
-1,609
-5% -$131K 0.12% 206
2024
Q1 		$2.79M Buy
30,558
+2,341
+8% +$218K 0.15% 176
2023
Q4 		$2.71M Buy
28,217
+12,345
+78% +$1.2M 0.15% 169
2023
Q3 		$1.45M Sell
15,872
-2,929
-16% -$287K 0.09% 221
2023
Q2 		$1.86M Buy
18,801
+2,498
+15% +$259K 0.11% 204
2023
Q1 		$1.7M Sell
16,303
-1,518
-9% -$158K 0.11% 214
2022
Q4 		$1.77M Sell
17,821
-701
-4% -$66.2K 0.12% 200
2022
Q3 		$1.56M Sell
18,522
-843
-4% -$71.6K 0.12% 204
2022
Q2 		$1.48M Buy
19,365
+2,175
+13% +$167K 0.12% 200
2022
Q1 		$1.56M Buy
17,190
+1,082
+7% +$102K 0.11% 217
2021
Q4 		$1.88M Buy
16,108
+1,195
+8% +$135K 0.15% 188
2021
Q3 		$1.65M Buy
14,913
+3,378
+29% +$396K 0.16% 168
2021
Q2 		$1.29M Buy
11,535
+3,154
+38% +$357K 0.15% 156
2021
Q1 		$916K Buy
+8,381
New +$880K 0.14% 157
2020
Q2 		– Sell
-4,653
Closed -$306K – 291
2020
Q1 		$306K Buy
4,653
+2,199
+90% +$178K 0.08% 188
2019
Q4 		$216K Sell
2,454
-793
-24% -$67.6K 0.05% 250
2019
Q3 		$287K Sell
3,247
-742
-19% -$68.8K 0.07% 214
2019
Q2 		$334K Buy
3,989
+963
+32% +$75.5K 0.1% 185
2019
Q1 		$225K Buy
+3,026
New +$208K 0.08% 190

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

Gladstone Institutional Advisory's SBUX Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Starbucks (SBUX) stake by 0.66% in Q1 2026, buying an estimated $5.96K and bringing the position to 9,614 shares worth $861K. The position accounts for 0.03% of the portfolio, ranked #401.

Gladstone Institutional Advisory first reported a position in SBUX in Q1 2019 and has held it in 26 quarters since. The position peaked at $2.79M in Q1 2024. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Gladstone Institutional Advisory held 9,614 shares of Starbucks worth $861K as of Q1 2026.
  • Gladstone Institutional Advisory bought 63 Starbucks shares in Q1 2026, an estimated $5.96K.
  • Starbucks made up 0.03% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #401 holding.
  • Gladstone Institutional Advisory first reported a position in Starbucks in Q1 2019 and has held it in 26 quarters since.
  • Gladstone Institutional Advisory's Starbucks position peaked at $2.79M in Q1 2024.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.