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New World Advisors’s Starbucks SBUX Stock Holding History

New World 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 		– Sell
-2,579
Closed -$217K – 86
2025
Q4 		$217K Buy
+2,579
New +$218K 0.04% 77
2025
Q3 		– Sell
-2,529
Closed -$232K – 80
2025
Q2 		$232K Sell
2,529
-87
-3% -$7.54K 0.05% 64
2025
Q1 		$257K Buy
+2,616
New +$270K 0.06% 66
2022
Q1 		– Sell
-3,010
Closed -$352K – 72
2021
Q4 		$352K Buy
3,010
+1,050
+54% +$118K 0.16% 51
2021
Q3 		$225K Buy
+1,960
New +$229K 0.1% 64
2019
Q2 		– Sell
-141
Closed -$10K – 97
2019
Q1 		$10K Buy
+141
New +$9.69K 0.01% 87

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 World Advisors's SBUX Position: Q1 2026 in Review

New World Advisors sold out of Starbucks (SBUX) in Q1 2026, closing a stake of 2,579 shares — an estimated $217K sold.

New World Advisors first reported a position in SBUX in Q1 2019 and held it in 6 quarters. The position peaked at $352K in Q4 2021. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • New World Advisors reported no remaining Starbucks position as of Q1 2026 after selling out during the quarter.
  • New World Advisors sold 2,579 Starbucks shares in Q1 2026, an estimated $217K.
  • New World Advisors first reported a position in Starbucks in Q1 2019 and held it in 6 quarters.
  • New World Advisors's Starbucks position peaked at $352K in Q4 2021.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.