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Independent Advisor Alliance’s Starbucks SBUX Stock Holding History

Independent Advisor Alliance’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
2021
Q1 		– Sell
-1
Closed -$1K – 646
2020
Q4 		$1K Buy
+1
New +$95 ﹤0.01% 576

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 $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Independent Advisor Alliance's SBUX Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Starbucks (SBUX) stake by 3.8% in Q1 2026, selling an estimated $78K and leaving 20,700 shares worth $1.85M. The position accounts for 0.02% of the portfolio, ranked #584.

Independent Advisor Alliance first reported a position in SBUX in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.35M in Q2 2021. 2,337 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Independent Advisor Alliance held 20,700 shares of Starbucks worth $1.85M as of Q1 2026.
  • Independent Advisor Alliance sold 825 Starbucks shares in Q1 2026, an estimated $78K.
  • Starbucks made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #584 holding.
  • Independent Advisor Alliance first reported a position in Starbucks in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's Starbucks position peaked at $6.35M in Q2 2021.
  • 2,337 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.