Heritage Wealth Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $469K | Buy |
5,237
+40
| +0.8% | +$3.78K | 0.02% | 136 |
|
|
2025
Q4 | $438K | Buy |
5,197
+2
| +0% | +$169 | 0.02% | 151 |
|
|
2025
Q3 | $439K | Buy |
5,195
+2
| +0% | +$179 | 0.02% | 139 |
|
|
2025
Q2 | $476K | Buy |
5,193
+1
| +0% | +$87 | 0.02% | 136 |
|
|
2025
Q1 | $509K | Sell |
5,192
-1,743
| -25% | -$180K | 0.03% | 127 |
|
|
2024
Q4 | $633K | Sell |
6,935
-556
| -7% | -$53.8K | 0.03% | 117 |
|
|
2024
Q3 | $730K | Sell |
7,491
-1,041
| -12% | -$89.3K | 0.03% | 111 |
|
|
2024
Q2 | $664K | Sell |
8,532
-604
| -7% | -$49.2K | 0.03% | 115 |
|
|
2024
Q1 | $835K | Sell |
9,136
-137
| -1% | -$12.7K | 0.04% | 98 |
|
|
2023
Q4 | $890K | Buy |
9,273
+382
| +4% | +$37.2K | 0.04% | 95 |
|
|
2023
Q3 | $811K | Sell |
8,891
-368
| -4% | -$36.1K | 0.04% | 92 |
|
|
2023
Q2 | $917K | Buy |
9,259
+212
| +2% | +$22K | 0.05% | 86 |
|
|
2023
Q1 | $942K | Buy |
9,047
+395
| +5% | +$41.1K | 0.05% | 86 |
|
|
2022
Q4 | $858K | Buy |
8,652
+644
| +8% | +$60.8K | 0.05% | 92 |
|
|
2022
Q3 | $675K | Sell |
8,008
-436
| -5% | -$37K | 0.05% | 95 |
|
|
2022
Q2 | $645K | Buy |
8,444
+102
| +1% | +$7.83K | 0.04% | 103 |
|
|
2022
Q1 | $759K | Sell |
8,342
-269
| -3% | -$25.4K | 0.04% | 100 |
|
|
2021
Q4 | $1.01M | Sell |
8,611
-196
| -2% | -$22.1K | 0.06% | 94 |
|
|
2021
Q3 | $971K | Buy |
8,807
+1
| +0% | +$117 | 0.06% | 87 |
|
|
2021
Q2 | $985K | Sell |
8,806
-3,811
| -30% | -$431K | 0.06% | 83 |
|
|
2021
Q1 | $1.38M | Sell |
12,617
-5,649
| -31% | -$593K | 0.08% | 70 |
|
|
2020
Q4 | $1.95M | Buy |
18,266
+9,895
| +118% | +$945K | 0.12% | 60 |
|
|
2020
Q3 | $719K | Buy |
8,371
+1
| +0% | +$80 | 0.09% | 77 |
|
|
2020
Q2 | $616K | Sell |
8,370
-420
| -5% | -$31.6K | 0.09% | 79 |
|
|
2020
Q1 | $578K | Buy |
8,790
+418
| +5% | +$33.8K | 0.1% | 74 |
|
|
2019
Q4 | $736K | Buy |
8,372
+39
| +0.5% | +$3.33K | 0.1% | 81 |
|
|
2019
Q3 | $736K | Hold |
8,333
| – | – | 0.11% | 78 |
|
|
2019
Q2 | $699K | Buy |
8,333
+3,879
| +87% | +$304K | 0.11% | 76 |
|
|
2019
Q1 | $331K | Buy |
4,454
+2
| +0% | +$137 | 0.05% | 101 |
|
|
2018
Q4 | $286K | Buy |
4,452
+1
| +0% | +$63 | 0.06% | 104 |
|
|
2018
Q3 | $253K | Sell |
4,451
-999
| -18% | -$52.8K | 0.05% | 109 |
|
|
2018
Q2 | $265K | Buy |
5,450
+1
| +0% | +$57 | 0.1% | 102 |
|
|
2018
Q1 | $315K | Sell |
5,449
-349
| -6% | -$20.2K | 0.13% | 88 |
|
|
2017
Q4 | $334K | Buy |
5,798
+426
| +8% | +$24.1K | 0.14% | 91 |
|
|
2017
Q3 | $288K | Buy |
5,372
+376
| +8% | +$20.8K | 0.14% | 86 |
|
|
2017
Q2 | $290K | Buy |
4,996
+322
| +7% | +$19.5K | 0.15% | 80 |
|
|
2017
Q1 | $272K | Buy |
4,674
+315
| +7% | +$17.8K | 0.15% | 81 |
|
|
2016
Q4 | $242K | Buy |
+4,359
| New | +$241K | 0.16% | 74 |
|
Other funds holding SBUX
VCM
VPM
Heritage Wealth Advisors's SBUX Position: Q1 2026 in Review
Heritage Wealth Advisors increased its Starbucks (SBUX) stake by 0.77% in Q1 2026, buying an estimated $3.78K and bringing the position to 5,237 shares worth $469K. The position accounts for 0.02% of the portfolio, ranked #136.
Heritage Wealth Advisors first reported a position in SBUX in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.95M in Q4 2020. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.
- Heritage Wealth Advisors held 5,237 shares of Starbucks worth $469K as of Q1 2026.
- Heritage Wealth Advisors bought 40 Starbucks shares in Q1 2026, an estimated $3.78K.
- Starbucks made up 0.02% of Heritage Wealth Advisors's portfolio in Q1 2026, its #136 holding.
- Heritage Wealth Advisors first reported a position in Starbucks in Q4 2016 and has held it in 38 quarters since.
- Heritage Wealth Advisors's Starbucks position peaked at $1.95M in Q4 2020.
- 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.
Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.