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Medallion Wealth Advisors’s Starbucks SBUX Stock Holding History

Medallion Wealth Advisors’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 		$103K Sell
1,155
-19
-2% -$1.8K 0.03% 348
2025
Q4 		$98.8K Sell
1,174
-48
-4% -$4.05K 0.03% 362
2025
Q3 		$103K Buy
1,222
+235
+24% +$21K 0.04% 350
2025
Q2 		$93.4K Buy
987
+148
+18% +$12.8K 0.04% 362
2025
Q1 		$82.4K Buy
839
+150
+22% +$15.5K 0.04% 340
2024
Q4 		$63.6K Buy
+689
New +$66.7K 0.03% 370

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

Medallion Wealth Advisors's SBUX Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Starbucks (SBUX) stake by 1.6% in Q1 2026, selling an estimated $1.8K and leaving 1,155 shares worth $103K. The position accounts for 0.03% of the portfolio, ranked #348.

Medallion Wealth Advisors first reported a position in SBUX in Q4 2024 and has held it in 6 quarters since. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Medallion Wealth Advisors held 1,155 shares of Starbucks worth $103K as of Q1 2026.
  • Medallion Wealth Advisors sold 19 Starbucks shares in Q1 2026, an estimated $1.8K.
  • Starbucks made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #348 holding.
  • Medallion Wealth Advisors first reported a position in Starbucks in Q4 2024 and has held it in 6 quarters since.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.