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Moneta Group Investment Advisors’s Starbucks SBUX Stock Holding History

Moneta Group Investment 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 		$1.25M Buy
13,945
+1,903
+16% +$180K 0.01% 333
2025
Q4 		$1.01M Sell
12,042
-1,544
-11% -$130K 0.01% 358
2025
Q3 		$1.15M Sell
13,586
-570
-4% -$51K 0.01% 330
2025
Q2 		$1.3M Buy
14,156
+474
+3% +$41.1K 0.02% 273
2025
Q1 		$1.34M Buy
13,682
+562
+4% +$58.1K 0.02% 253
2024
Q4 		$1.2M Buy
13,120
+152
+1% +$14.7K 0.02% 262
2024
Q3 		$1.26M Buy
12,968
+743
+6% +$63.7K 0.02% 255
2024
Q2 		$952K Sell
12,225
-463
-4% -$37.7K 0.02% 275
2024
Q1 		$1.16M Buy
12,688
+273
+2% +$25.4K 0.02% 250
2023
Q4 		$1.19M Buy
12,415
+278
+2% +$27.1K 0.02% 217
2023
Q3 		$1.11M Buy
12,137
+17
+0.1% +$1.67K 0.03% 209
2023
Q2 		$1.2M Buy
12,120
+1,825
+18% +$189K 0.03% 207
2023
Q1 		$1.07M Buy
10,295
+3,169
+44% +$330K 0.03% 208
2022
Q4 		$778K Sell
7,126
-232
-3% -$21.9K 0.02% 231
2022
Q3 		$620K Sell
7,358
-8,037
-52% -$683K 0.02% 246
2022
Q2 		$1.18M Buy
15,395
+6,172
+67% +$474K 0.04% 188
2022
Q1 		$839K Buy
9,223
+1,212
+15% +$114K 0.03% 225
2021
Q4 		$937K Buy
8,011
+124
+2% +$14K 0.04% 216
2021
Q3 		$870K Buy
7,887
+669
+9% +$78.3K 0.04% 209
2021
Q2 		$807K Buy
7,218
+107
+2% +$12.1K 0.04% 221
2021
Q1 		$777K Buy
7,111
+1,082
+18% +$114K 0.04% 201
2020
Q4 		$645K Buy
6,029
+12
+0.2% +$1.15K 0.05% 176
2020
Q3 		$517K Sell
6,017
-1,511
-20% -$121K 0.05% 164
2020
Q2 		$554K Buy
+7,528
New +$566K 0.05% 151
2018
Q4 		– Sell
-3,874
Closed -$220K – 243
2018
Q3 		$220K Buy
3,874
+1,088
+39% +$57.5K 0.02% 212
2018
Q2 		$136K Sell
2,786
-15,520
-85% -$881K 0.02% 270
2018
Q1 		$44K Buy
18,306
+18,293
+140,715% +$1.06M 0.01% 331
2017
Q4 		$1K Buy
+13
New +$736 ﹤0.01% 434
2017
Q3 		– Sell
-3,580
Closed -$209K – 213
2017
Q2 		$209K Hold
3,580
– – 0.03% 177
2017
Q1 		$209K Sell
3,580
-371
-9% -$21K 0.04% 152
2016
Q4 		$219K Buy
3,951
+231
+6% +$12.8K 0.04% 157
2016
Q3 		$201K Buy
3,720
+200
+6% +$11.2K 0.05% 137
2016
Q2 		$201K Hold
3,520
– – 0.04% 156
2016
Q1 		$210K Hold
3,520
– – 0.05% 154
2015
Q4 		$211K Hold
3,520
– – 0.05% 128
2015
Q3 		$200K Buy
+3,520
New +$197K 0.06% 125

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

Moneta Group Investment Advisors's SBUX Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Starbucks (SBUX) stake by 16% in Q1 2026, buying an estimated $180K and bringing the position to 13,945 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #333.

Moneta Group Investment Advisors first reported a position in SBUX in Q3 2015 and has held it in 36 quarters since. The position peaked at $1.34M in Q1 2025. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Moneta Group Investment Advisors held 13,945 shares of Starbucks worth $1.25M as of Q1 2026.
  • Moneta Group Investment Advisors bought 1,903 Starbucks shares in Q1 2026, an estimated $180K.
  • Starbucks made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #333 holding.
  • Moneta Group Investment Advisors first reported a position in Starbucks in Q3 2015 and has held it in 36 quarters since.
  • Moneta Group Investment Advisors's Starbucks position peaked at $1.34M in Q1 2025.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.