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Mount Yale Investment Advisors’s Starbucks SBUX Stock Holding History

Mount Yale 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
2022
Q1 		– Sell
-100
Closed -$10K – 495
2021
Q4 		$10K Hold
100
– – ﹤0.01% 455
2021
Q3 		$11K Hold
100
– – ﹤0.01% 457
2021
Q2 		$11K Buy
+100
New +$11.3K ﹤0.01% 423

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

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.