Maia Wealth’s Starbucks SBUX Stock Holding History

Maia Wealth’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	$736K	Sell	8,216 -3,333	-29%	-$315K	0.12%	173
2025 Q4	$1.12M	Sell	11,549 -1,962	-15%	-$166K	0.19%	128
2025 Q3	$1.14M	Sell	13,511 -4,003	-23%	-$358K	0.19%	127
2025 Q2	$1.6M	Sell	17,514 -2,444	-12%	-$212K	0.31%	88
2025 Q1	$1.71M	Sell	19,958 -670	-3%	-$69.3K	0.39%	69
2024 Q4	$2.06M	Buy	20,628 +2,046	+11%	+$198K	0.44%	52
2024 Q3	$1.81M	Buy	18,582 +7,596	+69%	+$652K	0.45%	57
2024 Q2	$799K	Buy	+10,986	New	+$895K	0.24%	87
2023 Q4	$241K	Buy	+2,506	New	+$244K	0.1%	166

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

Maia Wealth's SBUX Position: Q1 2026 in Review

Maia Wealth reduced its Starbucks (SBUX) stake by 29% in Q1 2026, selling an estimated $315K and leaving 8,216 shares worth $736K. The position accounts for 0.12% of the portfolio, ranked #173.

Maia Wealth first reported a position in SBUX in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.06M in Q4 2024. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Maia Wealth held 8,216 shares of Starbucks worth $736K as of Q1 2026.
Maia Wealth sold 3,333 Starbucks shares in Q1 2026, an estimated $315K.
Starbucks made up 0.12% of Maia Wealth's portfolio in Q1 2026, its #173 holding.
Maia Wealth first reported a position in Starbucks in Q4 2023 and has held it in 9 quarters since.
Maia Wealth's Starbucks position peaked at $2.06M in Q4 2024.
2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.