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Lantern Wealth Advisors’s Starbucks SBUX Stock Holding History

Lantern 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 		– Sell
-9,550
Closed -$804K – 185
2025
Q4 		$804K Buy
9,550
+100
+1% +$8.44K 0.43% 60
2025
Q3 		$799K Hold
9,450
– – 0.42% 60
2025
Q2 		$866K Buy
+9,450
New +$819K 0.52% 56
2024
Q4 		$980K Sell
10,742
-8
-0.1% -$774 0.64% 43
2024
Q3 		$1.05M Sell
10,750
-1,150
-10% -$98.7K 0.73% 39
2024
Q2 		$926K Sell
11,900
-353
-3% -$28.7K 0.67% 42
2024
Q1 		$1.12M Buy
12,253
+3
+0% +$279 0.79% 36
2023
Q4 		$1.18M Buy
+12,250
New +$1.19M 0.92% 28

Other funds holding SBUX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Lantern Wealth Advisors sold out of Starbucks (SBUX) in Q1 2026, closing a stake of 9,550 shares — an estimated $804K sold.

Lantern Wealth Advisors first reported a position in SBUX in Q4 2023 and held it in 8 quarters. The position peaked at $1.18M in Q4 2023. 2,343 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Lantern Wealth Advisors reported no remaining Starbucks position as of Q1 2026 after selling out during the quarter.
  • Lantern Wealth Advisors sold 9,550 Starbucks shares in Q1 2026, an estimated $804K.
  • Lantern Wealth Advisors first reported a position in Starbucks in Q4 2023 and held it in 8 quarters.
  • Lantern Wealth Advisors's Starbucks position peaked at $1.18M in Q4 2023.
  • 2,343 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

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