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Laurel Wealth Advisors (North Carolina)’s Starbucks SBUX Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-1,713
Closed -$144K – 551
2025
Q4 		$144K Buy
+1,713
New +$145K 0.02% 212
2025
Q2 		– Sell
-1,713
Closed -$168K – 573
2025
Q1 		$168K Hold
1,713
– – 0.03% 188
2024
Q4 		$156K Sell
1,713
-300
-15% -$29K 0.02% 193
2024
Q3 		$196K Hold
2,013
– – 0.03% 180
2024
Q2 		$157K Sell
2,013
-2
-0.1% -$163 0.03% 191
2024
Q1 		$184K Hold
2,015
– – 0.03% 181
2023
Q4 		$193K Buy
2,015
+11
+0.5% +$1.07K 0.04% 175
2023
Q3 		$183K Buy
2,004
+12
+0.6% +$1.18K 0.04% 175
2023
Q2 		$197K Buy
1,992
+10
+0.5% +$1.04K 0.04% 175
2023
Q1 		$206K Buy
1,982
+10
+0.5% +$1.04K 0.04% 167
2022
Q4 		$196K Buy
1,972
+10
+0.5% +$944 0.04% 166
2022
Q3 		$165K Buy
1,962
+12
+0.6% +$1.02K 0.04% 171
2022
Q2 		$149K Sell
1,950
-37
-2% -$2.84K 0.04% 179
2022
Q1 		$181K Sell
1,987
-2,294
-54% -$216K 0.04% 174
2021
Q4 		$501K Hold
4,281
– – 0.1% 120
2021
Q3 		$472K Sell
4,281
-107
-2% -$12.5K 0.1% 126
2021
Q2 		$491K Buy
4,388
+44
+1% +$4.97K 0.11% 121
2021
Q1 		$475K Sell
4,344
-100
-2% -$10.5K 0.12% 119
2020
Q4 		$475K Sell
4,444
-600
-12% -$57.3K 0.12% 114
2020
Q3 		$433K Buy
5,044
+826
+20% +$65.9K 0.13% 107
2020
Q2 		$310K Buy
4,218
+431
+11% +$32.4K 0.1% 119
2020
Q1 		$249K Buy
3,787
+1,784
+89% +$144K 0.09% 122
2019
Q4 		$176K Hold
2,003
– – 0.06% 148
2019
Q3 		$177K Buy
2,003
+61
+3% +$5.66K 0.06% 146
2019
Q2 		$163K Sell
1,942
-53
-3% -$4.16K 0.06% 148
2019
Q1 		$148K Sell
1,995
-95
-5% -$6.53K 0.05% 150
2018
Q4 		$135K Buy
+2,090
New +$131K 0.05% 146

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

Laurel Wealth Advisors (North Carolina)'s SBUX Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Starbucks (SBUX) in Q1 2026, closing a stake of 1,713 shares — an estimated $144K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SBUX in Q4 2018 and held it in 27 quarters. The position peaked at $501K in Q4 2021. 2,343 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Starbucks position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1,713 Starbucks shares in Q1 2026, an estimated $144K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Starbucks in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Starbucks position peaked at $501K in Q4 2021.
  • 2,343 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.