IAGL
SBUX icon

Innovative Advisory Group, LLC’s Starbucks SBUX Stock Holding History

Innovative Advisory Group, LLC’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
-50
Closed -$4.21K – 186
2025
Q4 		$4.21K Hold
50
– – ﹤0.01% 167
2025
Q3 		$4.23K Hold
50
– – ﹤0.01% 167
2025
Q2 		$4.58K Hold
50
– – ﹤0.01% 158
2025
Q1 		$4.91K Hold
50
– – ﹤0.01% 131
2024
Q4 		$4.56K Buy
+50
New +$4.84K ﹤0.01% 129

Other funds holding SBUX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Innovative Advisory Group, LLC's SBUX Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Starbucks (SBUX) in Q1 2026, closing a stake of 50 shares — an estimated $4.21K sold.

Innovative Advisory Group, LLC first reported a position in SBUX in Q4 2024 and held it in 5 quarters. The position peaked at $4.91K in Q1 2025. 2,351 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Starbucks position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 50 Starbucks shares in Q1 2026, an estimated $4.21K.
  • Innovative Advisory Group, LLC first reported a position in Starbucks in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Starbucks position peaked at $4.91K in Q1 2025.
  • 2,351 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.