McKinley Carter Wealth Services’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.15M | Sell |
23,943
-1,114
| -4% | -$105K | 0.12% | 118 |
|
|
2025
Q4 | $2.11M | Buy |
25,057
+1,053
| +4% | +$88.8K | 0.12% | 121 |
|
|
2025
Q3 | $2.03M | Buy |
24,004
+67
| +0.3% | +$6K | 0.11% | 120 |
|
|
2025
Q2 | $2.19M | Sell |
23,937
-118
| -0.5% | -$10.2K | 0.12% | 110 |
|
|
2025
Q1 | $2.36M | Sell |
24,055
-3,327
| -12% | -$344K | 0.15% | 100 |
|
|
2024
Q4 | $2.5M | Sell |
27,382
-2,046
| -7% | -$198K | 0.15% | 96 |
|
|
2024
Q3 | $2.87M | Sell |
29,428
-2,237
| -7% | -$192K | 0.17% | 96 |
|
|
2024
Q2 | $2.47M | Sell |
31,665
-51,736
| -62% | -$4.21M | 0.16% | 102 |
|
|
2024
Q1 | $7.62M | Buy |
83,401
+6,350
| +8% | +$591K | 0.51% | 48 |
|
|
2023
Q4 | $7.4M | Buy |
77,051
+9,259
| +14% | +$901K | 0.54% | 44 |
|
|
2023
Q3 | $6.19M | Sell |
67,792
-452
| -0.7% | -$44.4K | 0.49% | 44 |
|
|
2023
Q2 | $6.76M | Sell |
68,244
-761
| -1% | -$79K | 0.51% | 42 |
|
|
2023
Q1 | $7.19M | Sell |
69,005
-1,838
| -3% | -$191K | 0.56% | 37 |
|
|
2022
Q4 | $7.03M | Buy |
70,843
+1,099
| +2% | +$104K | 0.6% | 38 |
|
|
2022
Q3 | $5.88M | Buy |
69,744
+744
| +1% | +$63.2K | 0.55% | 42 |
|
|
2022
Q2 | $5.27M | Buy |
69,000
+1,588
| +2% | +$122K | 0.47% | 44 |
|
|
2022
Q1 | $6.13M | Sell |
67,412
-2,522
| -4% | -$238K | 0.48% | 44 |
|
|
2021
Q4 | $8.18M | Buy |
69,934
+1,419
| +2% | +$160K | 0.61% | 36 |
|
|
2021
Q3 | $7.56M | Buy |
68,515
+670
| +1% | +$78.4K | 0.62% | 36 |
|
|
2021
Q2 | $7.59M | Buy |
67,845
+667
| +1% | +$75.4K | 0.63% | 33 |
|
|
2021
Q1 | $7.34M | Buy |
67,178
+2,169
| +3% | +$228K | 0.63% | 31 |
|
|
2020
Q4 | $6.96M | Buy |
65,009
+993
| +2% | +$94.8K | 0.91% | 20 |
|
|
2020
Q3 | $5.5M | Buy |
64,016
+4,998
| +8% | +$399K | 1.24% | 18 |
|
|
2020
Q2 | $4.34M | Buy |
59,018
+5,060
| +9% | +$380K | 1.06% | 23 |
|
|
2020
Q1 | $3.55M | Buy |
53,958
+2,377
| +5% | +$192K | 1.06% | 21 |
|
|
2019
Q4 | $4.54M | Buy |
51,581
+5,257
| +11% | +$448K | 1.06% | 16 |
|
|
2019
Q3 | $4.1M | Sell |
46,324
-1,432
| -3% | -$133K | 1.05% | 19 |
|
|
2019
Q2 | $4M | Sell |
47,756
-1,764
| -4% | -$138K | 1.08% | 19 |
|
|
2019
Q1 | $3.68M | Buy |
49,520
+2,531
| +5% | +$174K | 1.03% | 23 |
|
|
2018
Q4 | $3.03M | Buy |
46,989
+1,912
| +4% | +$120K | 1% | 23 |
|
|
2018
Q3 | $2.56M | Buy |
45,077
+1,217
| +3% | +$64.3K | 0.76% | 35 |
|
|
2018
Q2 | $2.14M | Buy |
43,860
+758
| +2% | +$43K | 0.69% | 40 |
|
|
2018
Q1 | $2.5M | Buy |
43,102
+527
| +1% | +$30.5K | 0.82% | 30 |
|
|
2017
Q4 | $2.44M | Sell |
42,575
-927
| -2% | -$52.5K | 0.84% | 33 |
|
|
2017
Q3 | $2.34M | Buy |
43,502
+490
| +1% | +$27.2K | 0.9% | 32 |
|
|
2017
Q2 | $2.51M | Buy |
43,012
+185
| +0.4% | +$11.2K | 1.11% | 26 |
|
|
2017
Q1 | $2.5M | Buy |
42,827
+568
| +1% | +$32.1K | 1.16% | 25 |
|
|
2016
Q4 | $2.35M | Sell |
42,259
-1,185
| -3% | -$65.6K | 1.19% | 24 |
|
|
2016
Q3 | $2.35M | Buy |
43,444
+302
| +0.7% | +$16.9K | 1.21% | 25 |
|
|
2016
Q2 | $2.46M | Buy |
43,142
+3,314
| +8% | +$188K | 1.28% | 23 |
|
|
2016
Q1 | $2.38M | Sell |
39,828
-9
| -0% | -$524 | 1.32% | 19 |
|
|
2015
Q4 | $2.39M | Buy |
39,837
+2,518
| +7% | +$153K | 1.37% | 17 |
|
|
2015
Q3 | $2.12M | Sell |
37,319
-2,097
| -5% | -$117K | 1.32% | 19 |
|
|
2015
Q2 | $2.11M | Buy |
39,416
+1,608
| +4% | +$81.6K | 1.15% | 22 |
|
|
2015
Q1 | $1.79M | Buy |
37,808
+1,754
| +5% | +$78.8K | 1.15% | 30 |
|
|
2014
Q4 | $1.48M | Buy |
36,054
+1,512
| +4% | +$59.1K | 1.16% | 34 |
|
|
2014
Q3 | $1.3M | Buy |
34,542
+474
| +1% | +$18.3K | 1.24% | 28 |
|
|
2014
Q2 | $1.32M | Sell |
34,068
-76
| -0.2% | -$2.76K | 1.39% | 26 |
|
|
2014
Q1 | $1.25M | Buy |
34,144
+17,768
| +109% | +$657K | 1.36% | 29 |
|
|
2013
Q4 | $642K | Buy |
+16,376
| New | +$648K | 0.63% | 48 |
|
Other funds holding SBUX
VCM
VPM
McKinley Carter Wealth Services's SBUX Position: Q1 2026 in Review
McKinley Carter Wealth Services reduced its Starbucks (SBUX) stake by 4.4% in Q1 2026, selling an estimated $105K and leaving 23,943 shares worth $2.15M. The position accounts for 0.12% of the portfolio, ranked #118.
McKinley Carter Wealth Services first reported a position in SBUX in Q4 2013 and has held it in 50 quarters since. The position peaked at $8.18M in Q4 2021. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.
- McKinley Carter Wealth Services held 23,943 shares of Starbucks worth $2.15M as of Q1 2026.
- McKinley Carter Wealth Services sold 1,114 Starbucks shares in Q1 2026, an estimated $105K.
- Starbucks made up 0.12% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #118 holding.
- McKinley Carter Wealth Services first reported a position in Starbucks in Q4 2013 and has held it in 50 quarters since.
- McKinley Carter Wealth Services's Starbucks position peaked at $8.18M in Q4 2021.
- 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.
Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.