Gradient Capital Advisors’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-200
Closed -$23K 130
2021
Q4
$23K Hold
200
0.01% 122
2021
Q3
$22K Buy
+200
New +$23.4K 0.01% 118
2021
Q1
Sell
-400
Closed -$43K 108
2020
Q4
$43K Sell
400
-300
-43% -$28.6K 0.02% 103
2020
Q3
$60K Buy
+700
New +$55.8K 0.04% 96

Other funds holding SBUX

Gradient Capital Advisors's SBUX Position: Q2 2026 in Review

Gradient Capital Advisors increased its Starbucks (SBUX) stake by 0.15% in Q2 2026, buying an estimated $604 and bringing the position to 3,970 shares worth $406K. The position accounts for 0.09% of the portfolio, ranked #127.

Gradient Capital Advisors first reported a position in SBUX in Q4 2018 and has held it in 30 quarters since. 504 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Gradient Capital Advisors held 3,970 shares of Starbucks worth $406K as of Q2 2026.
  • Gradient Capital Advisors bought 6 Starbucks shares in Q2 2026, an estimated $604.
  • Starbucks made up 0.09% of Gradient Capital Advisors's portfolio in Q2 2026, its #127 holding.
  • Gradient Capital Advisors first reported a position in Starbucks in Q4 2018 and has held it in 30 quarters since.
  • 504 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.