Insigneo Advisory Services’s Starbucks SBUX Stock Holding History

Insigneo 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	$909K	Sell	10,145 -1,267	-11%	-$120K	0.06%	231
2025 Q4	$961K	Sell	11,412 -3,177	-22%	-$268K	0.07%	217
2025 Q3	$1.23M	Buy	14,589 +1,662	+13%	+$149K	0.09%	186
2025 Q2	$1.18M	Buy	12,927 +717	+6%	+$62.1K	0.1%	168
2025 Q1	$1.2M	Buy	12,210 +3,917	+47%	+$405K	0.12%	149
2024 Q4	$757K	Buy	8,293 +393	+5%	+$38K	0.08%	198
2024 Q3	$770K	Buy	7,900 +1,750	+28%	+$150K	0.08%	212
2024 Q2	$454K	Sell	6,150 -2,885	-32%	-$235K	0.05%	316
2024 Q1	$826K	Buy	9,035 +221	+3%	+$20.6K	0.1%	187
2023 Q4	$846K	Sell	8,814 -650	-7%	-$63.3K	0.12%	165
2023 Q3	$864K	Buy	9,464 +3,570	+61%	+$350K	0.18%	116
2023 Q2	$584K	Buy	5,894 +711	+14%	+$73.8K	0.11%	169
2023 Q1	$534K	Sell	5,183 -1,123	-18%	-$117K	0.17%	126
2022 Q4	$626K	Buy	+6,306	New	+$595K	0.24%	90

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

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

Insigneo Advisory Services reduced its Starbucks (SBUX) stake by 11% in Q1 2026, selling an estimated $120K and leaving 10,145 shares worth $909K. The position accounts for 0.06% of the portfolio, ranked #231.

Insigneo Advisory Services first reported a position in SBUX in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.23M in Q3 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Insigneo Advisory Services held 10,145 shares of Starbucks worth $909K as of Q1 2026.
Insigneo Advisory Services sold 1,267 Starbucks shares in Q1 2026, an estimated $120K.
Starbucks made up 0.06% of Insigneo Advisory Services's portfolio in Q1 2026, its #231 holding.
Insigneo Advisory Services first reported a position in Starbucks in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's Starbucks position peaked at $1.23M in Q3 2025.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.