GWANC
SBUX icon

Guardian Wealth Advisors (North Carolina)’s Starbucks SBUX Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$523K Sell
5,837
-134
-2% -$12.7K 0.03% 211
2025
Q4 		$503K Buy
5,971
+256
+4% +$21.6K 0.03% 214
2025
Q3 		$483K Sell
5,715
-163
-3% -$14.6K 0.03% 213
2025
Q2 		$539K Buy
5,878
+519
+10% +$45K 0.04% 191
2025
Q1 		$526K Sell
5,359
-29
-0.5% -$3K 0.04% 182
2024
Q4 		$492K Buy
5,388
+123
+2% +$11.9K 0.04% 194
2024
Q3 		$513K Sell
5,265
-44
-0.8% -$3.77K 0.05% 160
2024
Q2 		$413K Buy
5,309
+157
+3% +$12.8K 0.05% 175
2024
Q1 		$471K Sell
5,152
-145
-3% -$13.5K 0.06% 160
2023
Q4 		$509K Sell
5,297
-1,353
-20% -$132K 0.08% 132
2023
Q3 		$607K Buy
6,650
+599
+10% +$58.8K 0.1% 107
2023
Q2 		$599K Buy
6,051
+338
+6% +$35.1K 0.1% 105
2023
Q1 		$595K Buy
5,713
+199
+4% +$20.7K 0.1% 101
2022
Q4 		$547K Sell
5,514
-311
-5% -$29.4K 0.11% 103
2022
Q3 		$491K Sell
5,825
-165
-3% -$14K 0.09% 103
2022
Q2 		$458K Buy
+5,990
New +$460K 0.08% 112
2022
Q1 		– Sell
-3,386
Closed -$396K – 277
2021
Q4 		$396K Buy
+3,386
New +$382K 0.17% 108

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

Guardian Wealth Advisors (North Carolina)'s SBUX Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Starbucks (SBUX) stake by 2.2% in Q1 2026, selling an estimated $12.7K and leaving 5,837 shares worth $523K. The position accounts for 0.03% of the portfolio, ranked #211.

Guardian Wealth Advisors (North Carolina) first reported a position in SBUX in Q4 2021 and has held it in 17 quarters since. The position peaked at $607K in Q3 2023. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 5,837 shares of Starbucks worth $523K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 134 Starbucks shares in Q1 2026, an estimated $12.7K.
  • Starbucks made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #211 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Starbucks in Q4 2021 and has held it in 17 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Starbucks position peaked at $607K in Q3 2023.
  • 2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.