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New Age Alpha Advisors’s Starbucks SBUX Stock Holding History

New Age Alpha 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 		$3.11M Sell
34,755
-1,112
-3% -$105K 0.15% 207
2025
Q4 		$3.02M Buy
35,867
+2,696
+8% +$227K 0.13% 240
2025
Q3 		$2.81M Sell
33,171
-450
-1% -$40.3K 0.12% 239
2025
Q2 		$3.08M Buy
33,621
+3,472
+12% +$301K 0.14% 227
2025
Q1 		$2.96M Buy
+30,149
New +$3.12M 0.13% 235

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

New Age Alpha Advisors's SBUX Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Starbucks (SBUX) stake by 3.1% in Q1 2026, selling an estimated $105K and leaving 34,755 shares worth $3.11M. The position accounts for 0.15% of the portfolio, ranked #207.

New Age Alpha Advisors first reported a position in SBUX in Q1 2025 and has held it in 5 quarters since. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • New Age Alpha Advisors held 34,755 shares of Starbucks worth $3.11M as of Q1 2026.
  • New Age Alpha Advisors sold 1,112 Starbucks shares in Q1 2026, an estimated $105K.
  • Starbucks made up 0.15% of New Age Alpha Advisors's portfolio in Q1 2026, its #207 holding.
  • New Age Alpha Advisors first reported a position in Starbucks in Q1 2025 and has held it in 5 quarters since.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.