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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
Q2 		$881K Sell
8,620
-994
-10% -$100K 0.03% 440
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gladstone Institutional Advisory's SBUX Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Starbucks (SBUX) stake by 10% in Q2 2026, selling an estimated $100K and leaving 8,620 shares worth $881K. The position accounts for 0.03% of the portfolio, ranked #440.

Gladstone Institutional Advisory first reported a position in SBUX in Q1 2019 and has held it in 27 quarters since. The position peaked at $2.79M in Q1 2024. 2,397 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Gladstone Institutional Advisory held 8,620 shares of Starbucks worth $881K as of Q2 2026.
  • Gladstone Institutional Advisory sold 994 Starbucks shares in Q2 2026, an estimated $100K.
  • Starbucks made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #440 holding.
  • Gladstone Institutional Advisory first reported a position in Starbucks in Q1 2019 and has held it in 27 quarters since.
  • Gladstone Institutional Advisory's Starbucks position peaked at $2.79M in Q1 2024.
  • 2,397 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.