IVC Wealth Advisors
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IVC Wealth Advisors’s Starbucks SBUX Stock Holding History

IVC 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
Q3 		$269K Sell
2,858
-378
-12% -$39K 0.11% 145
2026
Q2 		$331K Sell
3,236
-6
-0.2% -$604 0.13% 134
2026
Q1 		$290K Buy
3,242
+48
+2% +$4.54K 0.13% 137
2025
Q4 		$269K Buy
3,194
+28
+0.9% +$2.36K 0.12% 146
2025
Q3 		$268K Sell
3,166
-574
-15% -$51.4K 0.12% 149
2025
Q2 		$343K Buy
3,740
+3
+0.1% +$260 0.17% 113
2025
Q1 		$367K Sell
3,737
-438
-10% -$45.3K 0.2% 102
2024
Q4 		$381K Sell
4,175
-817
-16% -$79K 0.21% 92
2024
Q3 		$487K Sell
4,992
-1,698
-25% -$146K 0.27% 80
2024
Q2 		$521K Sell
6,690
-8,442
-56% -$688K 0.29% 80
2024
Q1 		$1.38M Sell
15,132
-1,146
-7% -$107K 0.8% 30
2023
Q4 		$1.56M Sell
16,278
-897
-5% -$87.3K 0.97% 21
2023
Q3 		$1.57M Buy
17,175
+9
+0.1% +$883 1.05% 20
2023
Q2 		$1.7M Sell
17,166
-114
-0.7% -$11.8K 1.08% 17
2023
Q1 		$1.8M Sell
17,280
-617
-3% -$64.2K 1.27% 13
2022
Q4 		$1.78M Sell
17,897
-61
-0.3% -$5.76K 1.31% 15
2022
Q3 		$1.51M Buy
17,958
+35
+0.2% +$2.97K 1.22% 16
2022
Q2 		$1.37M Buy
17,923
+4
+0% +$307 1.06% 21
2022
Q1 		$1.63M Sell
17,919
-569
-3% -$53.7K 1.07% 18
2021
Q4 		$2.16M Sell
18,488
-680
-4% -$76.7K 1.39% 11
2021
Q3 		$2.11M Buy
19,168
+441
+2% +$51.6K 1.46% 10
2021
Q2 		$2.09M Buy
18,727
+147
+0.8% +$16.6K 1.47% 11
2021
Q1 		$2.03M Sell
18,580
-207
-1% -$21.7K 1.6% 9
2020
Q4 		$2.01M Buy
+18,787
New +$1.79M 1.92% 7

Other funds holding SBUX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

IVC Wealth Advisors's SBUX Position: Q3 2026 in Review

IVC Wealth Advisors reduced its Starbucks (SBUX) stake by 12% in Q3 2026, selling an estimated $39K and leaving 2,858 shares worth $269K. The position accounts for 0.11% of the portfolio, ranked #145.

IVC Wealth Advisors first reported a position in SBUX in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.16M in Q4 2021. 2,063 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • IVC Wealth Advisors held 2,858 shares of Starbucks worth $269K as of Q3 2026.
  • IVC Wealth Advisors sold 378 Starbucks shares in Q3 2026, an estimated $39K.
  • Starbucks made up 0.11% of IVC Wealth Advisors's portfolio in Q3 2026, its #145 holding.
  • IVC Wealth Advisors first reported a position in Starbucks in Q4 2020 and has held it in 24 quarters since.
  • IVC Wealth Advisors's Starbucks position peaked at $2.16M in Q4 2021.
  • 2,063 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.