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Lloyd Advisory Services’s Starbucks SBUX Stock Holding History

Lloyd 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 		$35.5K Buy
+396
New +$37.5K 0.01% 308
2023
Q4 		– Sell
-7,889
Closed -$720K – 304
2023
Q3 		$720K Buy
+7,889
New +$774K 0.24% 100
2020
Q1 		– Sell
-32
Closed -$3K – 377
2019
Q4 		$3K Buy
+32
New +$2.73K ﹤0.01% 289

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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Lloyd Advisory Services opened a new position in Starbucks (SBUX) in Q1 2026: 396 shares worth $35.5K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in SBUX as recently as Q3 2023.

Lloyd Advisory Services first reported a position in SBUX in Q4 2019 and has held it in 3 quarters since. The position peaked at $720K in Q3 2023. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Lloyd Advisory Services held 396 shares of Starbucks worth $35.5K as of Q1 2026.
  • Starbucks was a new Lloyd Advisory Services position in Q1 2026.
  • Starbucks made up 0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #308 holding.
  • Lloyd Advisory Services first reported a position in Starbucks in Q4 2019 and has held it in 3 quarters since.
  • Lloyd Advisory Services's Starbucks position peaked at $720K in Q3 2023.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

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