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McAdam LLC’s Starbucks SBUX Stock Holding History

McAdam LLC’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 		$678K Buy
7,567
+896
+13% +$84.8K 0.03% 205
2025
Q4 		$562K Buy
6,671
+223
+3% +$18.8K 0.03% 220
2025
Q3 		$546K Buy
6,448
+163
+3% +$14.6K 0.03% 203
2025
Q2 		$576K Buy
6,285
+274
+5% +$23.7K 0.03% 195
2025
Q1 		$590K Sell
6,011
-174
-3% -$18K 0.04% 170
2024
Q4 		$564K Buy
6,185
+100
+2% +$9.67K 0.03% 183
2024
Q3 		$593K Buy
6,085
+255
+4% +$21.9K 0.03% 177
2024
Q2 		$454K Buy
5,830
+2,090
+56% +$170K 0.03% 188
2024
Q1 		$342K Sell
3,740
-86
-2% -$8K 0.02% 209
2023
Q4 		$367K Buy
3,826
+124
+3% +$12.1K 0.03% 189
2023
Q3 		$338K Buy
3,702
+67
+2% +$6.58K 0.03% 185
2023
Q2 		$360K Buy
3,635
+403
+12% +$41.8K 0.03% 182
2023
Q1 		$337K Buy
3,232
+516
+19% +$53.7K 0.03% 187
2022
Q4 		$318K Sell
2,716
-415
-13% -$39.2K 0.03% 139
2022
Q3 		$264K Buy
3,131
+197
+7% +$16.7K 0.03% 184
2022
Q2 		$224K Buy
2,934
+92
+3% +$7.07K 0.02% 203
2022
Q1 		$259K Buy
2,842
+126
+5% +$11.9K 0.02% 175
2021
Q4 		$318K Sell
2,716
-134
-5% -$15.1K 0.03% 139
2021
Q3 		$314K Sell
2,850
-183
-6% -$21.4K 0.03% 129
2021
Q2 		$371K Sell
3,033
-243
-7% -$27.5K 0.04% 119
2021
Q1 		$358K Buy
3,276
+70
+2% +$7.35K 0.05% 109
2020
Q4 		$335K Buy
3,206
+54
+2% +$5.16K 0.05% 112
2020
Q3 		$271K Buy
+3,152
New +$251K 0.05% 111
2018
Q4 		– Sell
-430
Closed -$24K – 499
2018
Q3 		$24K Hold
430
– – 0.01% 236
2018
Q2 		$21K Hold
430
– – 0.01% 234
2018
Q1 		$25K Buy
+430
New +$24.9K 0.01% 214

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

McAdam LLC's SBUX Position: Q1 2026 in Review

McAdam LLC increased its Starbucks (SBUX) stake by 13% in Q1 2026, buying an estimated $84.8K and bringing the position to 7,567 shares worth $678K. The position accounts for 0.03% of the portfolio, ranked #205.

McAdam LLC first reported a position in SBUX in Q1 2018 and has held it in 26 quarters since. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • McAdam LLC held 7,567 shares of Starbucks worth $678K as of Q1 2026.
  • McAdam LLC bought 896 Starbucks shares in Q1 2026, an estimated $84.8K.
  • Starbucks made up 0.03% of McAdam LLC's portfolio in Q1 2026, its #205 holding.
  • McAdam LLC first reported a position in Starbucks in Q1 2018 and has held it in 26 quarters since.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.