Mount Yale Investment Advisors’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 | $3.69M | Buy |
41,239
+21,510
| +109% | +$2.03M | 0.09% | 237 |
|
|
2025
Q4 | $1.66M | Buy |
19,729
+6,040
| +44% | +$510K | 0.08% | 219 |
|
|
2025
Q3 | $1.16M | Buy |
13,689
+8,178
| +148% | +$732K | 0.08% | 252 |
|
|
2025
Q2 | $505K | Sell |
5,511
-32
| -0.6% | -$2.77K | 0.04% | 340 |
|
|
2025
Q1 | $544K | Sell |
5,543
-850
| -13% | -$87.9K | 0.05% | 311 |
|
|
2024
Q4 | $583K | Sell |
6,393
-3,330
| -34% | -$322K | 0.05% | 318 |
|
|
2024
Q3 | $948K | Sell |
9,723
-13,437
| -58% | -$1.15M | 0.09% | 208 |
|
|
2024
Q2 | $1.8M | Buy |
23,160
+3,650
| +19% | +$297K | 0.14% | 137 |
|
|
2024
Q1 | $1.78M | Buy |
19,510
+5,010
| +35% | +$466K | 0.14% | 145 |
|
|
2023
Q4 | $1.39M | Sell |
14,500
-2,567
| -15% | -$250K | 0.13% | 161 |
|
|
2023
Q3 | $1.56M | Buy |
17,067
+12,081
| +242% | +$1.19M | 0.17% | 130 |
|
|
2023
Q2 | $494K | Buy |
4,986
+187
| +4% | +$19.4K | 0.05% | 308 |
|
|
2023
Q1 | $500K | Sell |
4,799
-12,467
| -72% | -$1.3M | 0.06% | 298 |
|
|
2022
Q4 | $1.71M | Sell |
17,266
-1,704
| -9% | -$161K | 0.19% | 119 |
|
|
2022
Q3 | $1.6M | Sell |
18,970
-7,008
| -27% | -$595K | 0.21% | 107 |
|
|
2022
Q2 | $1.98M | Buy |
25,978
+9,370
| +56% | +$720K | 0.25% | 93 |
|
|
2022
Q1 | $1.51M | Buy |
16,608
+841
| +5% | +$79.4K | 0.16% | 137 |
|
|
2021
Q4 | $1.84M | Sell |
15,767
-5,554
| -26% | -$626K | 0.19% | 120 |
|
|
2021
Q3 | $2.35M | Sell |
21,321
-6,324
| -23% | -$740K | 0.27% | 90 |
|
|
2021
Q2 | $3.09M | Buy |
27,645
+72
| +0.3% | +$8.14K | 0.37% | 63 |
|
|
2021
Q1 | $3.01M | Sell |
27,573
-2,258
| -8% | -$237K | 0.39% | 66 |
|
|
2020
Q4 | $3.19M | Buy |
29,831
+5,058
| +20% | +$483K | 0.45% | 61 |
|
|
2020
Q3 | $2.13M | Buy |
24,773
+4,686
| +23% | +$374K | 0.3% | 77 |
|
|
2020
Q2 | $1.48M | Sell |
20,087
-1,497
| -7% | -$113K | 0.26% | 95 |
|
|
2020
Q1 | $1.42M | Buy |
21,584
+2,587
| +14% | +$209K | 0.32% | 77 |
|
|
2019
Q4 | $1.61M | Buy |
18,997
+348
| +2% | +$29.7K | 0.28% | 89 |
|
|
2019
Q3 | $1.55M | Buy |
18,649
+142
| +0.8% | +$13.2K | 0.28% | 89 |
|
|
2019
Q2 | $1.76M | Sell |
18,507
-2,553
| -12% | -$200K | 0.33% | 77 |
|
|
2019
Q1 | $1.57M | Buy |
21,060
+8,101
| +63% | +$557K | 0.29% | 84 |
|
|
2018
Q4 | $907K | Sell |
12,959
-40,485
| -76% | -$2.53M | 0.18% | 121 |
|
|
2018
Q3 | $3.64M | Sell |
53,444
-1,276
| -2% | -$67.5K | 0.64% | 35 |
|
|
2018
Q2 | $2.67M | Buy |
54,720
+892
| +2% | +$50.6K | 0.51% | 46 |
|
|
2018
Q1 | $3.12M | Buy |
+53,828
| New | +$3.11M | 0.67% | 36 |
|
Other funds holding SBUX
VCM
VPM
Mount Yale Investment Advisors's SBUX Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Starbucks (SBUX) stake by 109% in Q1 2026, buying an estimated $2.03M and bringing the position to 41,239 shares worth $3.69M. The position accounts for 0.09% of the portfolio, ranked #237.
Mount Yale Investment Advisors first reported a position in SBUX in Q1 2018 and has held it in 33 quarters since. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.
- Mount Yale Investment Advisors held 41,239 shares of Starbucks worth $3.69M as of Q1 2026.
- Mount Yale Investment Advisors bought 21,510 Starbucks shares in Q1 2026, an estimated $2.03M.
- Starbucks made up 0.09% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #237 holding.
- Mount Yale Investment Advisors first reported a position in Starbucks in Q1 2018 and has held it in 33 quarters since.
- 2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.