Icon Wealth Advisors’s Starbucks SBUX Stock Holding History

Icon Wealth 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	$1.93M	Sell	18,320 -17,530	-49%	-$1.66M	0.13%	110
2025 Q4	$3.01M	Sell	35,850 -2,500	-7%	-$211K	0.2%	76
2025 Q3	$3.24M	Sell	38,350 -5,849	-13%	-$524K	0.22%	73
2025 Q2	$4.05M	Buy	44,199 +18,185	+70%	+$1.58M	0.29%	66
2025 Q1	$2.55M	Buy	26,014 +17,976	+224%	+$1.86M	0.21%	86
2024 Q4	$733K	Sell	8,038 -13,053	-62%	-$1.26M	0.06%	168
2024 Q3	$2.06M	Sell	21,091 -1,762	-8%	-$151K	0.17%	91
2024 Q2	$1.78M	Sell	22,853 -6,091	-21%	-$496K	0.16%	99
2024 Q1	$2.65M	Sell	28,944 -5,226	-15%	-$486K	0.25%	75
2023 Q4	$3.28M	Buy	+34,170	New	+$3.33M	0.34%	62
2022 Q4	$6.29M	Buy	63,400 +1,620	+3%	+$153K	0.72%	29
2022 Q3	$5.21M	Buy	+61,780	New	+$5.25M	0.63%	39

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

Icon Wealth Advisors's SBUX Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Starbucks (SBUX) stake by 49% in Q1 2026, selling an estimated $1.66M and leaving 18,320 shares worth $1.93M. The position accounts for 0.13% of the portfolio, ranked #110.

Icon Wealth Advisors first reported a position in SBUX in Q3 2022 and has held it in 12 quarters since. The position peaked at $6.29M in Q4 2022. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Icon Wealth Advisors held 18,320 shares of Starbucks worth $1.93M as of Q1 2026.
Icon Wealth Advisors sold 17,530 Starbucks shares in Q1 2026, an estimated $1.66M.
Starbucks made up 0.13% of Icon Wealth Advisors's portfolio in Q1 2026, its #110 holding.
Icon Wealth Advisors first reported a position in Starbucks in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's Starbucks position peaked at $6.29M in Q4 2022.
2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.