M3 Advisory Group’s Starbucks SBUX Stock Holding History

M3 Advisory Group’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	$275K	Buy	3,069 +104	+4%	+$9.84K	0.17%	105
2025 Q4	$250K	Buy	2,965 +70	+2%	+$5.91K	0.15%	114
2025 Q3	$245K	Buy	2,895 +58	+2%	+$5.19K	0.15%	119
2025 Q2	$260K	Sell	2,837 -164	-5%	-$14.2K	0.18%	106
2025 Q1	$294K	Sell	3,001 -10	-0.3%	-$1.03K	0.23%	94
2024 Q4	$275K	Sell	3,011 -11	-0.4%	-$1.06K	0.2%	106
2024 Q3	$295K	Sell	3,022 -654	-18%	-$56.1K	0.22%	106
2024 Q2	$286K	Sell	3,676 -732	-17%	-$59.6K	0.24%	103
2024 Q1	$403K	Sell	4,408 -160	-4%	-$14.9K	0.37%	64
2023 Q4	$439K	Buy	+4,568	New	+$445K	0.51%	43

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

M3 Advisory Group's SBUX Position: Q1 2026 in Review

M3 Advisory Group increased its Starbucks (SBUX) stake by 3.5% in Q1 2026, buying an estimated $9.84K and bringing the position to 3,069 shares worth $275K. The position accounts for 0.17% of the portfolio, ranked #105.

M3 Advisory Group first reported a position in SBUX in Q4 2023 and has held it in 10 quarters since. The position peaked at $439K in Q4 2023. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

M3 Advisory Group held 3,069 shares of Starbucks worth $275K as of Q1 2026.
M3 Advisory Group bought 104 Starbucks shares in Q1 2026, an estimated $9.84K.
Starbucks made up 0.17% of M3 Advisory Group's portfolio in Q1 2026, its #105 holding.
M3 Advisory Group first reported a position in Starbucks in Q4 2023 and has held it in 10 quarters since.
M3 Advisory Group's Starbucks position peaked at $439K in Q4 2023.
2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.