Glass Jacobson Investment Advisors’s Starbucks SBUX Stock Holding History

Glass Jacobson Investment 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	$19.5K	Buy	218 +1	+0.5%	+$95	0.01%	413
2025 Q4	$18.3K	Buy	217 +1	+0.5%	+$84	0.01%	411
2025 Q3	$18.3K	Hold	216	–	–	0.01%	403
2025 Q2	$19.8K	Sell	216 -1,339	-86%	-$116K	0.01%	387
2025 Q1	$142K	Hold	1,555	–	–	0.05%	262
2024 Q4	$142K	Buy	1,555 +208	+15%	+$20.1K	0.05%	262
2024 Q3	$131K	Buy	1,347 +51	+4%	+$4.38K	0.04%	256
2024 Q2	$101K	Buy	1,296 +50	+4%	+$4.07K	0.04%	265
2024 Q1	$114K	Hold	1,246	–	–	0.04%	262
2023 Q4	$120K	Buy	1,246 +113	+10%	+$11K	0.05%	252
2023 Q3	$103K	Hold	1,133	–	–	0.05%	253
2023 Q2	$112K	Buy	+1,133	New	+$118K	0.05%	249
2022 Q4	$137K	Buy	+1,383	New	+$131K	0.07%	231

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

Glass Jacobson Investment Advisors's SBUX Position: Q1 2026 in Review

Glass Jacobson Investment Advisors increased its Starbucks (SBUX) stake by 0.46% in Q1 2026, buying an estimated $95 and bringing the position to 218 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #413.

Glass Jacobson Investment Advisors first reported a position in SBUX in Q4 2022 and has held it in 13 quarters since. The position peaked at $142K in Q1 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Glass Jacobson Investment Advisors held 218 shares of Starbucks worth $19.5K as of Q1 2026.
Glass Jacobson Investment Advisors bought 1 Starbucks share in Q1 2026, an estimated $95.
Starbucks made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #413 holding.
Glass Jacobson Investment Advisors first reported a position in Starbucks in Q4 2022 and has held it in 13 quarters since.
Glass Jacobson Investment Advisors's Starbucks position peaked at $142K in Q1 2025.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.