North Ridge Wealth Advisors’s Starbucks SBUX Stock Holding History

North Ridge Wealth 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	$193K	Hold	2,150	–	–	0.11%	51
2025 Q4	$181K	Sell	2,150 -750	-26%	-$63.3K	0.1%	47
2025 Q3	$245K	Buy	2,900 +750	+35%	+$67.1K	0.14%	46
2025 Q2	$197K	Hold	2,150	–	–	0.12%	45
2025 Q1	$211K	Hold	2,150	–	–	0.14%	41
2024 Q4	$196K	Sell	2,150 -79	-4%	-$7.64K	0.14%	42
2024 Q3	$217K	Buy	+2,229	New	+$191K	0.15%	40
2024 Q2	–	Sell	-2,229	Closed	-$204K	–	42
2024 Q1	$204K	Hold	2,229	–	–	0.16%	40
2023 Q4	$214K	Hold	2,229	–	–	0.18%	38
2023 Q3	$203K	Hold	2,229	–	–	0.2%	36
2023 Q2	$221K	Sell	2,229 -51	-2%	-$5.29K	0.21%	36
2023 Q1	$237K	Buy	+2,280	New	+$237K	0.24%	36

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

North Ridge Wealth Advisors's SBUX Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Starbucks (SBUX) position steady in Q1 2026 at 2,150 shares worth $193K. The position accounts for 0.11% of the portfolio, ranked #51.

North Ridge Wealth Advisors first reported a position in SBUX in Q1 2023 and has held it in 12 quarters since. The position peaked at $245K in Q3 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

North Ridge Wealth Advisors held 2,150 shares of Starbucks worth $193K as of Q1 2026.
North Ridge Wealth Advisors left its Starbucks share count unchanged in Q1 2026.
Starbucks made up 0.11% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #51 holding.
North Ridge Wealth Advisors first reported a position in Starbucks in Q1 2023 and has held it in 12 quarters since.
North Ridge Wealth Advisors's Starbucks position peaked at $245K in Q3 2025.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.