IAG Wealth Partners’s Starbucks SBUX Stock Holding History

IAG Wealth Partners’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	$18.5K	Buy	207 +205	+10,250%	+$19.4K	﹤0.01%	315
2025 Q4	$168	Hold	2	–	–	﹤0.01%	494
2025 Q3	$169	Hold	2	–	–	﹤0.01%	511
2025 Q2	$183	Hold	2	–	–	﹤0.01%	489
2025 Q1	$196	Hold	2	–	–	﹤0.01%	490
2024 Q4	$183	Hold	2	–	–	﹤0.01%	502
2024 Q3	$195	Buy	+2	New	+$172	﹤0.01%	482
2023 Q2	–	Sell	-100	Closed	-$10.4K	–	483
2023 Q1	$10.4K	Buy	+100	New	+$10.4K	﹤0.01%	307
2022 Q2	–	Sell	-36	Closed	-$3K	–	476
2022 Q1	$3K	Buy	+36	New	+$3.4K	﹤0.01%	384
2020 Q3	–	Sell	-29	Closed	-$3K	–	422
2020 Q2	$3K	Hold	29	–	–	﹤0.01%	324
2020 Q1	$2K	Hold	29	–	–	﹤0.01%	349
2019 Q4	$3K	Buy	+29	New	+$2.47K	﹤0.01%	350

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

IAG Wealth Partners's SBUX Position: Q1 2026 in Review

IAG Wealth Partners increased its Starbucks (SBUX) stake by 10,250% in Q1 2026, buying an estimated $19.4K and bringing the position to 207 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

IAG Wealth Partners first reported a position in SBUX in Q4 2019 and has held it in 12 quarters since. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

IAG Wealth Partners held 207 shares of Starbucks worth $18.5K as of Q1 2026.
IAG Wealth Partners bought 205 Starbucks shares in Q1 2026, an estimated $19.4K.
Starbucks made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #315 holding.
IAG Wealth Partners first reported a position in Starbucks in Q4 2019 and has held it in 12 quarters since.
2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.