IMA Advisory Services’s Starbucks SBUX Stock Holding History

IMA Advisory Services’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	$784K	Hold	8,752	–	–	0.08%	131
2025 Q4	$737K	Buy	8,752 +43	+0.5%	+$3.63K	0.07%	140
2025 Q3	$737K	Hold	8,709	–	–	0.07%	133
2025 Q2	$798K	Buy	8,709 +9	+0.1%	+$780	0.09%	132
2025 Q1	$853K	Hold	8,700	–	–	0.1%	128
2024 Q4	$794K	Hold	8,700	–	–	0.1%	129
2024 Q3	$848K	Buy	+8,700	New	+$746K	0.18%	107
2023 Q4	–	Sell	-8,426	Closed	-$769K	–	221
2023 Q3	$769K	Hold	8,426	–	–	0.2%	104
2023 Q2	$835K	Buy	8,426 +248	+3%	+$25.7K	0.21%	101
2023 Q1	$852K	Sell	8,178 -25	-0.3%	-$2.6K	0.22%	92
2022 Q4	$814K	Buy	8,203 +25	+0.3%	+$2.36K	0.22%	95
2022 Q3	$689K	Hold	8,178	–	–	0.19%	101
2022 Q2	$625K	Buy	8,178 +8,100	+10,385%	+$622K	0.15%	105
2022 Q1	$7K	Hold	78	–	–	﹤0.01%	261
2021 Q4	$9K	Hold	78	–	–	﹤0.01%	260
2021 Q3	$9K	Hold	78	–	–	﹤0.01%	239
2021 Q2	$9K	Hold	78	–	–	﹤0.01%	237
2021 Q1	$9K	Hold	78	–	–	﹤0.01%	237
2020 Q4	$8K	Sell	78 -22	-22%	-$2.1K	﹤0.01%	232
2020 Q3	$9K	Buy	100 +22	+28%	+$1.75K	﹤0.01%	214
2020 Q2	$6K	Hold	78	–	–	﹤0.01%	221
2020 Q1	$5K	Hold	78	–	–	﹤0.01%	228
2019 Q4	$7K	Hold	78	–	–	﹤0.01%	233
2019 Q3	$7K	Hold	78	–	–	﹤0.01%	230
2019 Q2	$7K	Hold	78	–	–	﹤0.01%	220
2019 Q1	$6K	Hold	78	–	–	﹤0.01%	226
2018 Q4	$5K	Hold	78	–	–	﹤0.01%	251
2018 Q3	$4K	Hold	78	–	–	﹤0.01%	270
2018 Q2	$4K	Buy	+78	New	+$4.43K	﹤0.01%	357
2017 Q1	–	Sell	-5,200	Closed	-$289K	–	142
2016 Q4	$289K	Hold	5,200	–	–	0.18%	101
2016 Q3	$282K	Hold	5,200	–	–	0.16%	96
2016 Q2	$297K	Buy	+5,200	New	+$296K	0.19%	91
2016 Q1	–	Sell	-3,400	Closed	-$204K	–	127
2015 Q4	$204K	Sell	3,400 -200	-6%	-$12.2K	0.12%	113
2015 Q3	$205K	Buy	+3,600	New	+$202K	0.13%	116
2014 Q1	–	Sell	-15,900	Closed	-$623K	–	160
2013 Q4	$623K	Hold	15,900	–	–	0.3%	94
2013 Q3	$612K	Hold	15,900	–	–	0.3%	96
2013 Q2	$521K	Buy	+15,900	New	+$494K	0.28%	102

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

IMA Advisory Services's SBUX Position: Q1 2026 in Review

IMA Advisory Services held its Starbucks (SBUX) position steady in Q1 2026 at 8,752 shares worth $784K. The position accounts for 0.08% of the portfolio, ranked #131.

IMA Advisory Services first reported a position in SBUX in Q2 2013 and has held it in 37 quarters since. The position peaked at $853K in Q1 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

IMA Advisory Services held 8,752 shares of Starbucks worth $784K as of Q1 2026.
IMA Advisory Services left its Starbucks share count unchanged in Q1 2026.
Starbucks made up 0.08% of IMA Advisory Services's portfolio in Q1 2026, its #131 holding.
IMA Advisory Services first reported a position in Starbucks in Q2 2013 and has held it in 37 quarters since.
IMA Advisory Services's Starbucks position peaked at $853K in Q1 2025.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.